Compare AU

Compare DBBF vs. IGB

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Diversified Balanced ETF

ASX

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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 Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

IGB

Popularity

Low

Low

Pearlers invested

7

3

Median incremental investment

$1,559.78

$821.37

Median investment frequency

Quarterly

Fortnightly

Median total investment

$5,280.00

$2,267.57

Average age group

26 - 35

26 - 35


Key Summary

DBBF

IGB

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.

IGB.AX was created on 2012-03-12 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. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Management fee

0.26 %

0.26 %


Key Summary

DBBF

IGB

Issuer

BetaShares

iShares

Tracking index

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

0.26 %

0.26 %

Price

$26.39

$98.23

Size

$29.373 million

$366.621 million

10Y return

N/A

-7.16 %

Annual distribution yield (5Y)

3.50 %

1.75 %

Market

ASX

ASX

First listed date

11/12/2019

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

DBBF

IGB

Popularity

Low

Low

Pearlers invested

7

3

Median incremental investment

$1,559.78

$821.37

Median investment frequency

Quarterly

Fortnightly

Median total investment

$5,280.00

$2,267.57

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

IGB

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

DBBF

IGB

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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