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Compare PLUS 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, shares and ETFs are a popular choice. Two options in the ASX are PLUS and DACE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $9,993.50 | $2,503.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,283.40 | $3,759.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | DACE | |
|---|---|---|
Strategy | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 405.34m in AUM and 163 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. | 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 | VanEck Australian Corporate Bond Plus ETF (100 %) | BHP Group Ltd (8.86 %) Commonwealth Bank of Australia (4.22 %) National Australia Bank Ltd (2.89 %) |
Top 3 industries | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) | |
Top 3 countries | ||
Management fee | 0.32 % | 0.28 % |
Key Summary
PLUS | DACE | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.28 % |
Price | $16.90 | $18.43 |
Size | $402.443 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.93 % | 2.23 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $9,993.50 | $2,503.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,283.40 | $3,759.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | DACE | |
|---|---|---|
Pros |
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Cons |
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PLUS | DACE |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |