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Compare DACE vs. RARI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Australian Core Equity Trust - Active ETF (DACE) and the Russell Investments Australian Responsible Investment ETF (RARI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DACE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 59 |
Median incremental investment | $2,493.50 | $900.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,506.97 | $2,546.04 |
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 | BHP Group Ltd (9.04 %) Commonwealth Bank of Australia (3.94 %) Westpac Banking Corp (2.86 %) | Commonwealth Bank of Australia (12.18 %) National Australia Bank Ltd (6.49 %) Westpac Banking Corp (5.93 %) |
Top 3 industries | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) |
Top 3 countries | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) | Australia (100.00 %) |
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 | $18.74 | $30.31 |
Size | N/A | $467.374 million |
10Y return | N/A | 34.41 % |
Annual distribution yield (5Y) | 2.57 % | 3.70 % |
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 | 20 | 59 |
Median incremental investment | $2,493.50 | $900.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,506.97 | $2,546.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DACE | RARI | |
|---|---|---|
Pros |
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Cons |
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DACE | RARI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |