Compare AU

Compare DACE vs. SSO

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

Community Stats

DACE

SSO

Popularity

Low

Low

Pearlers invested

5

2

Median incremental investment

$3,700.00

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$2,522.57

$1,703.15

Average age group

26 - 35

> 35


Key Summary

DACE

SSO

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

SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 26.91m in AUM and 204 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index.

Top 3 holdings

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

Life360 Inc Chess Depository Interest (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

Top 3 industries

Financials (47.14 %)

Other (24.43 %)

Energy (22.19 %)

Top 3 countries

Management fee

0.28 %

0.5 %


Key Summary

DACE

SSO

Issuer

Dimensional

SPDR

Tracking index

S&P/ASX 300 Index - AUD

S&P/ASX Small Ordinaries index - AUD

Asset class

ETF

ETF

Management fee

0.28 %

0.5 %

Price

$17.07

$14.81

Size

N/A

$26.783 million

10Y return

N/A

39.45 %

Annual dividend/ distribution yield (5Y)

0.67 %

6.16 %

Market

ASX

ASX

First listed date

12/11/2023

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

DACE

SSO

Popularity

Low

Low

Pearlers invested

5

2

Median incremental investment

$3,700.00

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$2,522.57

$1,703.15

Average age group

26 - 35

> 35


Pros and Cons

DACE

SSO

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

DACE

SSO

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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