Compare AU

Compare DACE vs. IWLD

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 IWLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DACE

IWLD

Popularity

Low

Low

Pearlers invested

6

152

Median incremental investment

$3,541.74

$1,513.32

Median investment frequency

Monthly

Monthly

Median total investment

$4,716.14

$6,385.75

Average age group

26 - 35

> 35


Key Summary

DACE

IWLD

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

The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes.

Top 3 holdings

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

NVIDIA CORP (9.65 %)

MICROSOFT CORP (8.39 %)

ALPHABET INC CLASS A (2.73 %)

Top 3 industries

Information Technology (28.63 %)

Financials (15.27 %)

Health Care (12.27 %)

Top 3 countries

United States (74.50 %)

Japan (6.44 %)

United Kingdom of Great Britain and Northern Ireland (3.41 %)

Management fee

0.28 %

0.09 %


Key Summary

DACE

IWLD

Issuer

Dimensional

iShares

Tracking index

S&P/ASX 300 Index - AUD

MSCI World IMI - AUD

Asset class

ETF

ETF

Management fee

0.28 %

0.09 %

Price

$16.49

$62.30

Size

N/A

$1.118 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.67 %

4.61 %

Market

ASX

ASX

First listed date

12/11/2023

28/04/2016

Purchase fee

$6.50

$6.50


Community Stats

DACE

IWLD

Popularity

Low

Low

Pearlers invested

6

152

Median incremental investment

$3,541.74

$1,513.32

Median investment frequency

Monthly

Monthly

Median total investment

$4,716.14

$6,385.75

Average age group

26 - 35

> 35


Pros and Cons

DACE

IWLD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DACE

IWLD

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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