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Compare DBBF vs. IWLD
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 MSCI World Ex Australia Esg ETF (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 169 |
Median incremental investment | $2,804.75 | $1,516.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,090.00 | $7,221.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | IWLD | |
|---|---|---|
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 IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | NVIDIA CORP (8.87 %) MICROSOFT CORP (8.03 %) ALPHABET INC CLASS A (2.94 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (27.57 %) Financials (16.42 %) Consumer Discretionary (11.55 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) |
Management fee | 0.26 % | 0.09 % |
Key Summary
DBBF | IWLD | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World IMI - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.09 % |
Price | $26.25 | $61.72 |
Size | $33.932 million | $1.219 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.63 % | 4.54 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 169 |
Median incremental investment | $2,804.75 | $1,516.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,090.00 | $7,221.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | IWLD | |
|---|---|---|
Pros |
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Cons |
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DBBF | IWLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |