Compare AU

Compare DBBF vs. DJRE

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, 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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

DJRE

Popularity

Low

Low

Pearlers invested

7

118

Median incremental investment

$1,559.78

$1,040.13

Median investment frequency

Quarterly

Monthly

Median total investment

$5,226.00

$3,971.22

Average age group

26 - 35

> 35


Key Summary

DBBF

DJRE

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.

DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Prologis Inc (7.59 %)

Equinix Inc (6.03 %)

Simon Property Group Inc (5.20 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Real Estate (100.00 %)

Other (5.20 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

United States (73.60 %)

Japan (8.31 %)

United Kingdom of Great Britain and Northern Ireland (3.22 %)

Management fee

0.26 %

0.2 %


Key Summary

DBBF

DJRE

Issuer

BetaShares

SPDR

Tracking index

DJ Global Select Real Estate Securities Index (RESI)

Asset class

ETF

ETF

Management fee

0.26 %

0.2 %

Price

$26.13

$21.88

Size

$30.850 million

$431.219 million

10Y return

N/A

10.62 %

Annual distribution yield (5Y)

3.50 %

3.56 %

Market

ASX

ASX

First listed date

11/12/2019

04/11/2013

Purchase fee

$6.50

$6.50


Community Stats

DBBF

DJRE

Popularity

Low

Low

Pearlers invested

7

118

Median incremental investment

$1,559.78

$1,040.13

Median investment frequency

Quarterly

Monthly

Median total investment

$5,226.00

$3,971.22

Average age group

26 - 35

> 35


Pros and Cons

DBBF

DJRE

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

DBBF

DJRE

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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