Compare AU

Compare DACE vs. AUMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Australian Core Equity Trust - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DACE and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DACE

AUMF

Popularity

Low

Low

Pearlers invested

6

3

Median incremental investment

$3,700.00

$129.64

Median investment frequency

Monthly

Weekly

Median total investment

$4,847.70

$1,471.90

Average age group

26 - 35

26 - 35


Key Summary

DACE

AUMF

Strategy

DACE.AX was created on 2006-07-03 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio

AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 78.88m in AUM and 122 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints.

Top 3 holdings

Dimensional Australian Core Equity Trust - Active ETF (100 %)

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Management fee

0.28 %

0.3 %


Key Summary

DACE

AUMF

Issuer

Dimensional

iShares

Tracking index

S&P/ASX 300 Index - AUD

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.28 %

0.3 %

Price

$16.95

$35.90

Size

N/A

$82.030 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.67 %

5.42 %

Market

ASX

ASX

First listed date

12/11/2023

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

DACE

AUMF

Popularity

Low

Low

Pearlers invested

6

3

Median incremental investment

$3,700.00

$129.64

Median investment frequency

Monthly

Weekly

Median total investment

$4,847.70

$1,471.90

Average age group

26 - 35

26 - 35


Pros and Cons

DACE

AUMF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DACE

AUMF

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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