Compare AU

Compare DBBF vs. ERTH

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 BetaShares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

ERTH

Popularity

Low

Low

Pearlers invested

7

375

Median incremental investment

$1,502.52

$602.01

Median investment frequency

Quarterly

Monthly

Median total investment

$5,220.50

$910.00

Average age group

26 - 35

26 - 35


Key Summary

DBBF

ERTH

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.

ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

CIE DE SAINT-GOBAIN (5.14 %)

ECOLAB INC (5.08 %)

DSM-FIRMENICH AG (4.97 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Other (56.07 %)

Information Technology (10.82 %)

Consumer Discretionary (9.83 %)

Top 3 countries

United States (40.06 %)

China (11.65 %)

Denmark (7.67 %)

Management fee

0.26 %

0.55 %


Key Summary

DBBF

ERTH

Issuer

BetaShares

BetaShares

Tracking index

Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.26 %

0.55 %

Price

$26.53

$9.13

Size

$29.373 million

$95.069 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.50 %

0.58 %

Market

ASX

ASX

First listed date

11/12/2019

10/03/2021

Purchase fee

$6.50

$6.50


Community Stats

DBBF

ERTH

Popularity

Low

Low

Pearlers invested

7

375

Median incremental investment

$1,502.52

$602.01

Median investment frequency

Quarterly

Monthly

Median total investment

$5,220.50

$910.00

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

ERTH

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

DBBF

ERTH

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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