Compare AU

Compare DBBF vs. ICOR

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, 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

DBBF

ICOR

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

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