Compare AU
Compare DBBF vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $1,559.78 | $290.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,278.00 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
DBBF | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.26 % | 0.99 % |
Key Summary
DBBF | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.99 % |
Price | $26.39 | $3.73 |
Size | $29.373 million | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | 0.71 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $1,559.78 | $290.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,278.00 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
DBBF | LSGE | |
|---|---|---|
Pros |
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Cons |
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DBBF | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |