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Compare DBBF vs. ETHI
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 Betashares Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 10 | 3,822 |
Median incremental investment | $5,002.80 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,176.42 | $2,257.60 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | ETHI | |
|---|---|---|
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. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as โClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.78 %) BETASHARES GLOBAL SUSTAINABILI (21.19 %) BETASHARES AUSTRALIAN SUSTAINA (19.86 %) | KRW - KOREAN WON (0 %) BROADCOM INC (7.44 %) NVIDIA CORP (6.07 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) |
Management fee | 0.26 % | 0.59 % |
Key Summary
DBBF | ETHI | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.59 % |
Price | $26.68 | $16.60 |
Size | $37.044 million | $3.826 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.48 % | 4.32 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 10 | 3,822 |
Median incremental investment | $5,002.80 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,176.42 | $2,257.60 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | ETHI | |
|---|---|---|
Pros |
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Cons |
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DBBF | ETHI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |