Compare AU
Compare DBBF vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 30 |
Median incremental investment | $1,559.78 | $795.59 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $1,989.77 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (100.00 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.26 % | 0.65 % |
Key Summary
DBBF | GPEQ | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.65 % |
Price | $26.33 | $26.01 |
Size | $31.298 million | $52.836 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | 1.49 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 30 |
Median incremental investment | $1,559.78 | $795.59 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $1,989.77 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | GPEQ | |
|---|---|---|
Pros |
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Cons |
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DBBF | GPEQ |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |