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DINE vs BSR

Simplify Tax Aware Diversified Income Strategy ETF vs Pacific Select Fund

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

BSR

PACIFIC SELECT FUND

Annual cost

1.09%

Fund size

$39M

Key differences

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

Side-by-side comparison

DINEBSR
Annual cost (TER)0.15%1.09%
Fund size (AUM)$39M
Since20262023
Dividend yield1.02%
Asset classequitymixed asset
Regionemerging markets
Strategyactive selectionactive selection
CAGR 1YN/A+13.2%
CAGR 3YN/A+8.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.34
Volatility 1Y8.70%
Max drawdown-0.80%-15.68%

Similar to DINE and BSR