Back
Compare AU
Compare WXOZ 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 State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) 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
WXOZ | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 19 |
Median incremental investment | $1,195.75 | $2,446.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,245.53 | $10,876.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | DACE | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware 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 | NVIDIA Corp (7.14 %) Apple Inc (5.61 %) Microsoft Corp (3.76 %) | BHP Group Ltd (10.49 %) Commonwealth Bank of Australia (4.23 %) National Australia Bank Ltd (3.17 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) |
Management fee | 0.04 % | 0.28 % |
Key Summary
WXOZ | DACE | |
|---|---|---|
Issuer | SPDR | Dimensional |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.28 % |
Price | $49.27 | $18.53 |
Size | $663.270 million | N/A |
10Y return | 110.92 % | N/A |
Annual distribution yield (5Y) | 6.71 % | 2.64 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 19 |
Median incremental investment | $1,195.75 | $2,446.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,245.53 | $10,876.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | DACE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WXOZ | DACE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |