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BSR vs DINE

Pacific Select Fund vs Simplify Tax Aware Diversified Income Strategy ETF

BSR

PACIFIC SELECT FUND

Annual cost

1.09%

Fund size

$39M

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

Key differences

  • DINE costs 0.94% less per year.
  • BSR is classified as mixed asset, while DINE is equity — different risk/return profiles.

Side-by-side comparison

BSRDINE
Annual cost (TER)1.09%0.15%
Fund size (AUM)$39M
Since20232026
Dividend yield1.02%
Asset classmixed assetequity
Regionemerging markets
Strategyactive selectionactive selection
CAGR 1Y+13.2%N/A
CAGR 3Y+8.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.34N/A
Volatility 1Y8.70%
Max drawdown-15.68%-0.80%

Similar to BSR and DINE