Compare AU
Compare DACE vs. GOAT
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DACE | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 47 |
Median incremental investment | $3,700.00 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,830.54 | $2,616.96 |
Average age group | 26 - 35 | > 35 |
Key Summary
DACE | GOAT | |
|---|---|---|
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 | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Dimensional Australian Core Equity Trust - Active ETF (100 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.28 % | 0.55 % |
Key Summary
DACE | GOAT | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | S&P/ASX 300 Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.55 % |
Price | $16.89 | $27.72 |
Size | N/A | $41.040 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.67 % | 2.60 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DACE | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 47 |
Median incremental investment | $3,700.00 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,830.54 | $2,616.96 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DACE | GOAT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DACE | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |