DACE vs IOZ - Compare ETFs side by side

At a glance

Comparing DACE and IOZ. IOZ has the lower management fee at 0.05% a year and IOZ offers the higher at 3.37%.

Lower fee

IOZ 0.05% p.a.

Higher yield

IOZ 3.37%

Larger fund

IOZ $9.3bn

Side-by-side comparison

Metric	DACE Dimensional Australian Core Equity Trust - Active ETF	IOZ iShares Core S&P/ASX 200 ETF
Snapshot
Provider	—	iShares
Tracks index	S&P/ASX 300 Index	S&P/ASX 200 Index
Categories	AU, Factor, Value, Small-Cap	AU, Large-Cap, Market-Cap
Listed since	2006 (20 yrs)	2010 (16 yrs)
Fund size (AUM)	—	$9.3bn
Cost & income
Management fee	0.28%	0.05%
Dividend yield	—	3.37%
Franking	80%	80%
Turnover	20%	3%
Tax drag	0.48%	0.36%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	—	5.9% net
3-year return	—	10.3% net
5-year return	—	7.9% net
10-year return	—	8.9% net
Risk
Volatility (3y)	—	10.7%
Volatility (5y)	—	12.4%
Volatility (10y)	—	13.3%
Sharpe ratio (3y)	—	0.59
Sharpe ratio (5y)	—	0.42
Sharpe ratio (10y)	—	0.55
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

DACE Dimensional Australian Core Equity Trust - Active ETF

Low-cost: a 0.28% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE, A200, and IOZ.

Full DACE analysis →

IOZ iShares Core S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE and A200.

Full IOZ analysis →

Frequently Asked Questions

What's the difference between DACE vs IOZ?

DACE and IOZ are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - DACE vs IOZ?

IOZ has the lower management fee at 0.05% a year, versus DACE 0.28%.

Which pays the higher dividend yield?

IOZ pays the higher at 3.37%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.3bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

DACE vs MQAE DACE vs DAVA DACE vs VAS DACE vs A200 DACE vs FHCO DACE vs AASF IOZ vs STW IOZ vs VAS

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.