Compare AU

Compare DACE vs. RARI

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

Community Stats

DACE

RARI

Popularity

Low

Low

Pearlers invested

6

29

Median incremental investment

$3,700.00

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$4,810.52

$2,823.40

Average age group

26 - 35

> 35


Key Summary

DACE

RARI

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

RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term.

Top 3 holdings

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

Commonwealth Bank of Australia (11.54 %)

Westpac Banking Corp (5.34 %)

CSL Ltd (5.30 %)

Top 3 industries

Financials (63.77 %)

Health Care (11.34 %)

Consumer Discretionary (7.64 %)

Top 3 countries

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.28 %

0.45 %


Key Summary

DACE

RARI

Issuer

Dimensional

Russell

Tracking index

S&P/ASX 300 Index - AUD

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.28 %

0.45 %

Price

$16.80

$29.64

Size

N/A

$410.946 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.67 %

4.89 %

Market

ASX

ASX

First listed date

12/11/2023

08/04/2015

Purchase fee

$6.50

$6.50


Community Stats

DACE

RARI

Popularity

Low

Low

Pearlers invested

6

29

Median incremental investment

$3,700.00

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$4,810.52

$2,823.40

Average age group

26 - 35

> 35


Pros and Cons

DACE

RARI

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DACE

RARI

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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