Compare AU

Compare DBBF vs. FEMX

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 Fidelity Global Emerging Markets Active ETF (FEMX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

FEMX

Popularity

Low

Low

Pearlers invested

7

118

Median incremental investment

$1,559.78

$1,002.19

Median investment frequency

Quarterly

Monthly

Median total investment

$5,266.00

$2,528.10

Average age group

26 - 35

> 35


Key Summary

DBBF

FEMX

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.

FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.66 %)

HDFC Bank Ltd (5.59 %)

Naspers Ltd Class N (5.49 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Financials (28.61 %)

Information Technology (26.60 %)

Consumer Discretionary (20.97 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.26 %

0.99 %


Key Summary

DBBF

FEMX

Issuer

BetaShares

Fidelity

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.26 %

0.99 %

Price

$26.33

$6.36

Size

$29.373 million

$186.975 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.50 %

1.28 %

Market

ASX

ASX

First listed date

11/12/2019

05/11/2018

Purchase fee

$6.50

$6.50


Community Stats

DBBF

FEMX

Popularity

Low

Low

Pearlers invested

7

118

Median incremental investment

$1,559.78

$1,002.19

Median investment frequency

Quarterly

Monthly

Median total investment

$5,266.00

$2,528.10

Average age group

26 - 35

> 35


Pros and Cons

DBBF

FEMX

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

DBBF

FEMX

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

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