Compare AU

Compare DBBF vs. INIF

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, shares and ETFs are a popular choice. Two options in the ASX are DBBF and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

INIF

Popularity

Low

Low

Pearlers invested

7

10

Median incremental investment

$1,559.78

$993.72

Median investment frequency

Quarterly

Monthly

Median total investment

$5,266.00

$7,841.40

Average age group

26 - 35

26 - 35


Key Summary

DBBF

INIF

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.

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

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 %

0.97 %


Key Summary

DBBF

INIF

Issuer

BetaShares

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

0.26 %

0.97 %

Price

$26.33

$2.80

Size

$31.298 million

$77.827 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.50 %

6.27 %

Market

ASX

ASX

First listed date

11/12/2019

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

DBBF

INIF

Popularity

Low

Low

Pearlers invested

7

10

Median incremental investment

$1,559.78

$993.72

Median investment frequency

Quarterly

Monthly

Median total investment

$5,266.00

$7,841.40

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

INIF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

DBBF

INIF

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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