Compare AU

Compare DBBF vs. FHCO

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, shares and ETFs are a popular choice. Two options in the ASX are DBBF and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

FHCO

Popularity

Low

N/A

Pearlers invested

7

0

Median incremental investment

$1,559.78

$0

Median investment frequency

Quarterly

N/A

Median total investment

$5,266.00

$0

Average age group

26 - 35

N/A


Key Summary

DBBF

FHCO

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.

FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Management fee

0.26 %

0.85 %


Key Summary

DBBF

FHCO

Issuer

BetaShares

Fidelity

Tracking index

Asset class

ETF

ETF

Management fee

0.26 %

0.85 %

Price

$26.33

$9.93

Size

$31.298 million

$990.248 thousand

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

3.50 %

2.53 %

Market

ASX

ASX

First listed date

11/12/2019

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

DBBF

FHCO

Popularity

Low

N/A

Pearlers invested

7

0

Median incremental investment

$1,559.78

$0

Median investment frequency

Quarterly

N/A

Median total investment

$5,266.00

$0

Average age group

26 - 35

N/A


Pros and Cons

DBBF

FHCO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DBBF

FHCO

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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