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Compare DBBF vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 61 |
Median incremental investment | $2,804.75 | $1,862.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,874.38 | $6,890.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 359.25m in AUM and 82 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (30.10 %) BETASHARES AUSTRALIAN SUSTAINA (20.72 %) BETASHARES GLOBAL SUSTAINABILI (20.20 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.26 % | 0.01 % |
Key Summary
DBBF | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.01 % |
Price | $26.43 | $32.41 |
Size | $33.840 million | $361.627 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.32 % | 2.27 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 61 |
Median incremental investment | $2,804.75 | $1,862.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,874.38 | $6,890.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | IESG | |
|---|---|---|
Pros |
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Cons |
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DBBF | IESG |
|---|---|
Lower exposure to AU market | Higher 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 |