Compare AU
Compare DACE vs. SSO
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | 6 | 2 |
Median incremental investment | $3,541.74 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,716.14 | $1,646.80 |
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 27.38m in AUM and 203 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 (1.83 %) Pinnacle Investment Management Group Ltd (1.50 %) Alcoa Corp Chess Depository Receipt (1.48 %) |
Top 3 industries | Financials (38.76 %) Other (23.35 %) Energy (22.19 %) | |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | |
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 |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.5 % |
Price | $16.49 | $14.32 |
Size | N/A | $26.274 million |
10Y return | N/A | 31.98 % |
Annual dividend/ distribution yield (5Y) | 0.67 % | 6.35 % |
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 | 6 | 2 |
Median incremental investment | $3,541.74 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,716.14 | $1,646.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DACE | SSO | |
|---|---|---|
Pros |
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Cons |
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DACE | SSO |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |