Compare AU

Compare DBBF vs. IOZ

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 S&P Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

IOZ

Popularity

Low

Low

Pearlers invested

7

695

Median incremental investment

$1,559.78

$1,007.67

Median investment frequency

Quarterly

Monthly

Median total investment

$5,280.00

$2,359.70

Average age group

26 - 35

26 - 35


Key Summary

DBBF

IOZ

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.

The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

COMMONWEALTH BANK OF AUSTRALIA (9.67 %)

BHP GROUP LTD (8.63 %)

CSL LTD (5.87 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Financials (32.62 %)

Materials (18.81 %)

Health Care (8.87 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Management fee

0.26 %

0.05 %


Key Summary

DBBF

IOZ

Issuer

BetaShares

iShares

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.26 %

0.05 %

Price

$26.39

$33.62

Size

$29.373 million

$6.311 billion

10Y return

N/A

48.11 %

Annual distribution yield (5Y)

3.50 %

5.36 %

Market

ASX

ASX

First listed date

11/12/2019

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

DBBF

IOZ

Popularity

Low

Low

Pearlers invested

7

695

Median incremental investment

$1,559.78

$1,007.67

Median investment frequency

Quarterly

Monthly

Median total investment

$5,280.00

$2,359.70

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

IOZ

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

DBBF

IOZ

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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