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Compare AU
Compare INES vs. DACE
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 Intelligent Investor Eth Share Fund - Active ETF (INES) and the Dimensional Australian Core Equity Trust - Active ETF (DACE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 19 |
Median incremental investment | $605.31 | $2,495.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,225.48 | $10,853.08 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | DACE | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | 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 |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | BHP Group Ltd (10.49 %) Commonwealth Bank of Australia (4.23 %) National Australia Bank Ltd (3.17 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) |
Management fee | 0.97 % | 0.28 % |
Key Summary
INES | DACE | |
|---|---|---|
Issuer | Intelligent Investor | Dimensional |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.28 % |
Price | $3.38 | $18.68 |
Size | $64.897 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.64 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 19 |
Median incremental investment | $605.31 | $2,495.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,225.48 | $10,853.08 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | DACE | |
|---|---|---|
Pros |
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Cons |
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INES | DACE |
|---|---|
Lower exposure to AU market | Higher 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 |