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Compare DBBF vs. DGSM
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 Dimensional Global Small Company - Active ETF (DGSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 12 |
Median incremental investment | $5,002.80 | $2,399.80 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,134.75 | $12,142.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | DGSM | |
|---|---|---|
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. | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.78 %) BETASHARES GLOBAL SUSTAINABILI (21.20 %) BETASHARES AUSTRALIAN SUSTAINA (19.66 %) | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.26 % | 0.647 % |
Key Summary
DBBF | DGSM | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.647 % |
Price | $26.50 | $36.30 |
Size | $38.354 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.48 % | 1.43 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 12 |
Median incremental investment | $5,002.80 | $2,399.80 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,134.75 | $12,142.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
DBBF | DGSM |
|---|---|
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 |