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Compare MTUM 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 Betashares Australian Momentum ETF (MTUM) 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
MTUM | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 14 |
Median incremental investment | $400.00 | $3,256.27 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,304.49 | $4,505.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
MTUM | DACE | |
|---|---|---|
Strategy | N/A | 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 | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) | BHP Group Ltd (8.47 %) Commonwealth Bank of Australia (4.84 %) National Australia Bank Ltd (2.90 %) |
Top 3 industries | Financials (42.68 %) Consumer Discretionary (14.34 %) Industrials (11.79 %) | Financials (39.34 %) Materials (27.52 %) Consumer Discretionary (7.26 %) |
Top 3 countries | ||
Management fee | 0 % | 0.28 % |
Key Summary
MTUM | DACE | |
|---|---|---|
Issuer | Dimensional | |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.28 % |
Price | $28.61 | $17.30 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.91 % | 2.44 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 14 |
Median incremental investment | $400.00 | $3,256.27 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,304.49 | $4,505.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MTUM | DACE | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | DACE |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |