Compare AU
Compare DBBF vs. IXJ
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 Global Healthcare ETF (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | IXJ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 240 |
Median incremental investment | $1,502.52 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,220.50 | $1,702.20 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | IXJ | |
---|---|---|
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. | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.26 % | 0.46 % |
Key Summary
DBBF | IXJ | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.46 % |
Price | $26.53 | $142.21 |
Size | $29.373 million | $1.380 billion |
10Y return | N/A | 130.19 % |
Annual distribution yield (5Y) | 3.50 % | 1.26 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | IXJ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 240 |
Median incremental investment | $1,502.52 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,220.50 | $1,702.20 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | IXJ | |
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Pros |
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Cons |
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DBBF | IXJ |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |