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Compare DACE vs. BAOR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Australian Core Equity Trust - Active ETF (DACE) and the Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DACE | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 4 |
Median incremental investment | $2,526.75 | $821.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,128.60 | $832.60 |
Average age group | > 35 | > 35 |
Key Summary
DACE | BAOR | |
|---|---|---|
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 | BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. |
Top 3 holdings | BHP Group Ltd (9.71 %) Commonwealth Bank of Australia (4.57 %) Westpac Banking Corp (3.31 %) | Visa Inc Class A (8.48 %) Compass Group PLC (8.17 %) Diploma PLC (8.07 %) |
Top 3 industries | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) |
Top 3 countries | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) |
Management fee | 0.28 % | 1.1 % |
Key Summary
DACE | BAOR | |
|---|---|---|
Issuer | Dimensional | AORIS |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 1.1 % |
Price | $19.40 | $2.30 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.68 % | 4.53 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DACE | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 4 |
Median incremental investment | $2,526.75 | $821.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,128.60 | $832.60 |
Average age group | > 35 | > 35 |
Pros and Cons
DACE | BAOR | |
|---|---|---|
Pros |
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Cons |
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DACE | BAOR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |