Compare AU

Compare DBBF vs. IUSG

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 iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

IUSG

Popularity

Low

N/A

Pearlers invested

7

0

Median incremental investment

$1,559.78

$0

Median investment frequency

Quarterly

N/A

Median total investment

$5,266.00

$0

Average age group

26 - 35

N/A


Key Summary

DBBF

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

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 %

0.26 %


Key Summary

DBBF

IUSG

Issuer

BetaShares

iShares

Tracking index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.26 %

0.26 %

Price

$26.33

$101.38

Size

$31.298 million

$6.595 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.50 %

0.67 %

Market

ASX

ASX

First listed date

11/12/2019

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

DBBF

IUSG

Popularity

Low

N/A

Pearlers invested

7

0

Median incremental investment

$1,559.78

$0

Median investment frequency

Quarterly

N/A

Median total investment

$5,266.00

$0

Average age group

26 - 35

N/A


Pros and Cons

DBBF

IUSG

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

IUSG

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

Home