Compare AU
Compare DBBF vs. IOZ
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 S&P/ASX 200 ETF (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 | 700 |
Median incremental investment | $1,559.78 | $1,007.53 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,226.00 | $2,373.09 |
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 | $26.13 | $33.19 |
Size | $30.850 million | $6.218 billion |
10Y return | N/A | 41.90 % |
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 | 700 |
Median incremental investment | $1,559.78 | $1,007.53 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,226.00 | $2,373.09 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | IOZ | |
|---|---|---|
Pros |
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Cons |
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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 |