Compare AU
Compare DBBF vs. ESGI
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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 7 | 1,227 |
Median incremental investment | $1,559.78 | $743.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.26 % | 0.55 % |
Key Summary
DBBF | ESGI | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.55 % |
Price | $26.33 | $37.16 |
Size | $31.298 million | $213.501 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | 3.26 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 7 | 1,227 |
Median incremental investment | $1,559.78 | $743.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | ESGI | |
|---|---|---|
Pros |
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Cons |
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DBBF | ESGI |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |