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Compare DACE vs. RSM
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 Semi-Government Bond ETF (RSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DACE | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 19 | 0 |
Median incremental investment | $2,446.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $10,876.32 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
DACE | RSM | |
|---|---|---|
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 | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 59.2m in AUM and 13 holdings. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. |
Top 3 holdings | BHP Group Ltd (10.49 %) Commonwealth Bank of Australia (4.23 %) National Australia Bank Ltd (3.17 %) | Western Australian Treasury Corp. 1.5% (8.40 %) New South Wales Treasury Corporation 1.25% (8.40 %) Treasury Corporation of Victoria 2.5% (8.37 %) |
Top 3 industries | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) | |
Top 3 countries | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) | |
Management fee | 0.28 % | 0.26 % |
Key Summary
DACE | RSM | |
|---|---|---|
Issuer | Dimensional | Russell |
Tracking index | S&P/ASX 300 Index - AUD | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.26 % |
Price | $18.72 | $20.34 |
Size | N/A | $59.522 million |
10Y return | N/A | -0.44 % |
Annual distribution yield (5Y) | 2.64 % | 2.24 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DACE | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 19 | 0 |
Median incremental investment | $2,446.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $10,876.32 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
DACE | RSM | |
|---|---|---|
Pros |
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Cons |
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DACE | RSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |