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Compare DBBF vs. HVLU
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $2,804.75 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $6,124.80 | $27,293.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | VanEck MSCI International Value (Aud Hedged) 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 % | 0.29 % |
Key Summary
DBBF | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.29 % |
Price | $26.37 | $28.80 |
Size | $33.766 million | $31.528 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.63 % | 0.78 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $2,804.75 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $6,124.80 | $27,293.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | HVLU | |
|---|---|---|
Pros |
| |
Cons |
|
DBBF | HVLU |
|---|---|
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 |