Compare AU
Compare DBBF vs. BEAR
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 Ethical Diversified Balanced ETF (DBBF) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $1,559.78 | $1,175.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | BEAR | |
|---|---|---|
Strategy | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.26 % | 1.38 % |
Key Summary
DBBF | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 1.38 % |
Price | $26.33 | $7.67 |
Size | $29.373 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 3.50 % | 0.28 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $1,559.78 | $1,175.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
DBBF | BEAR |
|---|---|
Higher exposure to AU market | Lower 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 |