Compare AU

Compare DACE vs. IXI

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

Community Stats

DACE

IXI

Popularity

Low

Low

Pearlers invested

6

39

Median incremental investment

$3,541.74

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$4,716.14

$2,344.80

Average age group

26 - 35

> 35


Key Summary

DACE

IXI

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

IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks.

Top 3 holdings

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

ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %)

USD CASH (0.21 %)

USD/AUD (0.00 %)

Top 3 industries

Other (99.92 %)

Communication Services (0.08 %)

Top 3 countries

United States (62.00 %)

United Kingdom of Great Britain and Northern Ireland (12.09 %)

Japan (5.56 %)

Management fee

0.28 %

0.4 %


Key Summary

DACE

IXI

Issuer

Dimensional

iShares

Tracking index

S&P/ASX 300 Index - AUD

S&P Global 1200 / Consumer Staples -SEC

Asset class

ETF

ETF

Management fee

0.28 %

0.4 %

Price

$16.49

$97.70

Size

N/A

$144.764 million

10Y return

N/A

73.52 %

Annual dividend/โ€Šdistribution yield (5Y)

0.67 %

2.41 %

Market

ASX

ASX

First listed date

12/11/2023

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

DACE

IXI

Popularity

Low

Low

Pearlers invested

6

39

Median incremental investment

$3,541.74

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$4,716.14

$2,344.80

Average age group

26 - 35

> 35


Pros and Cons

DACE

IXI

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DACE

IXI

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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