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Compare QFN 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 Financials Sector ETF (QFN) 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
QFN | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 19 |
Median incremental investment | $745.92 | $2,495.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,141.71 | $10,853.08 |
Average age group | > 35 | 26 - 35 |
Key Summary
QFN | DACE | |
|---|---|---|
Strategy | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. | 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 | S&P/ASX200 F-REIT JUN26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (32.07 %) WESTPAC BANKING CORP (14.61 %) | BHP Group Ltd (10.49 %) Commonwealth Bank of Australia (4.23 %) National Australia Bank Ltd (3.17 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) |
Top 3 countries | Australia (99.83 %) United States (0.17 %) | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) |
Management fee | 0.34 % | 0.28 % |
Key Summary
QFN | DACE | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.28 % |
Price | $18.59 | $18.68 |
Size | $83.400 million | N/A |
10Y return | 80.14 % | N/A |
Annual distribution yield (5Y) | 3.12 % | 2.64 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 19 |
Median incremental investment | $745.92 | $2,495.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,141.71 | $10,853.08 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QFN | DACE | |
|---|---|---|
Pros |
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Cons |
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QFN | DACE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |