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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, 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 MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $3,990.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $8,957.46 | $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 (30.14 %) BETASHARES AUSTRALIAN SUSTAINA (20.83 %) BETASHARES GLOBAL SUSTAINABILI (20.19 %) | VanEck MSCI Intl Val ETF (99.99 %) |
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 | $26.65 | $29.06 |
Size | $34.014 million | $36.492 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.43 % | 3.73 % |
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 | 9 | 1 |
Median incremental investment | $3,990.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $8,957.46 | $27,293.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | HVLU | |
|---|---|---|
Pros |
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Cons |
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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 |
Lower distribution yield | Higher distribution yield |