Compare AU

Compare DACE vs. GOAT

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 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

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

DACE

GOAT

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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