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Compare DACE vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DACE | XASG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 1 |
Median incremental investment | $2,495.48 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,835.65 | $2,645.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DACE | XASG | |
|---|---|---|
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 | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | BHP Group Ltd (10.49 %) Commonwealth Bank of Australia (4.23 %) National Australia Bank Ltd (3.17 %) | Microsoft Corp (5.95 %) NVIDIA Corp (5.41 %) AstraZeneca PLC (5.33 %) |
Top 3 industries | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 0.28 % | 0.75 % |
Key Summary
DACE | XASG | |
|---|---|---|
Issuer | Dimensional | Alphinity |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.75 % |
Price | $18.69 | $6.51 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.64 % | 2.51 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DACE | XASG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 1 |
Median incremental investment | $2,495.48 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,835.65 | $2,645.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DACE | XASG | |
|---|---|---|
Pros |
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Cons |
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DACE | XASG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |