Compare AU
Compare DBBF vs. ISLM
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 Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $1,559.78 | $503.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,280.00 | $1,145.22 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | ISLM | |
|---|---|---|
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. | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Consumer Discretionary (21.57 %) Materials (19.16 %) Information Technology (19.15 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | 0.26 % | 1.89 % |
Key Summary
DBBF | ISLM | |
|---|---|---|
Issuer | BetaShares | Hejaz |
Tracking index | MSCI World Islamic | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 1.89 % |
Price | $26.40 | $1.135 |
Size | $29.373 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | - % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $1,559.78 | $503.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,280.00 | $1,145.22 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | ISLM | |
|---|---|---|
Pros |
| |
Cons |
|
DBBF | ISLM |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |