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Compare DBBF vs. EX20
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 Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 29 |
Median incremental investment | $2,804.75 | $1,867.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,124.80 | $4,095.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | EX20 | |
|---|---|---|
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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | SPI 200 FUTURES JUN25 (0 %) BRAMBLES LTD (3.33 %) NORTHERN STAR RESOURCES LTD (3.02 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Materials (16.70 %) Financials (14.51 %) Industrials (13.57 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) |
Management fee | 0.26 % | 0.25 % |
Key Summary
DBBF | EX20 | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.25 % |
Price | $26.37 | $23.22 |
Size | $33.766 million | $455.634 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.63 % | 3.49 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 29 |
Median incremental investment | $2,804.75 | $1,867.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,124.80 | $4,095.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | EX20 | |
|---|---|---|
Pros |
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Cons |
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DBBF | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |