Compare AU

Compare DBBF vs. CGUN

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Diversified Balanced ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DBBF and CGUN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

CGUN

Popularity

Low

Low

Pearlers invested

7

2

Median incremental investment

$1,559.78

$1,896.50

Median investment frequency

Quarterly

Quarterly

Median total investment

$5,278.00

$1,954.44

Average age group

26 - 35

> 35


Key Summary

DBBF

CGUN

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.

N/A

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Claremont Global Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Management fee

0.26 %

0 %


Key Summary

DBBF

CGUN

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.26 %

0 %

Price

$26.39

$1.83

Size

$29.373 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.50 %

0.85 %

Market

ASX

ASX

First listed date

11/12/2019

11/02/2024

Purchase fee

$6.50

$6.50


Community Stats

DBBF

CGUN

Popularity

Low

Low

Pearlers invested

7

2

Median incremental investment

$1,559.78

$1,896.50

Median investment frequency

Quarterly

Quarterly

Median total investment

$5,278.00

$1,954.44

Average age group

26 - 35

> 35


Pros and Cons

DBBF

CGUN

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

DBBF

CGUN

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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