Compare AU
Compare DBBF vs. ICOR
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 Core Aussie Corporate Bonds (ICOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | ICOR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $1,559.78 | $556.14 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,278.00 | $3,387.77 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | ICOR | |
---|---|---|
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. | ICOR.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | NATIONAL AUSTRALIA BANK LTD MTN RegS (1.44 %) LONSDALE FINANCE PTY LTD MTN RegS (1.39 %) AUSGRID FINANCE PTY LTD MTN (1.26 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Other (97.20 %) Communication Services (1.33 %) Utilities (0.68 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.26 % | 0.15 % |
Key Summary
DBBF | ICOR | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Credit (0+Y) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.15 % |
Price | $26.33 | $95.28 |
Size | $29.373 million | $246.999 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | 2.09 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | ICOR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $1,559.78 | $556.14 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,278.00 | $3,387.77 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | ICOR | |
---|---|---|
Pros |
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Cons |
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DBBF | ICOR |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |