Compare AU

Compare DBBF vs. MOGL

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 Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

MOGL

Popularity

Low

Low

Pearlers invested

7

4

Median incremental investment

$1,559.78

$295.25

Median investment frequency

Quarterly

Fortnightly

Median total investment

$5,280.00

$13,068.27

Average age group

26 - 35

> 35


Key Summary

DBBF

MOGL

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.

N/A

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.26 %

N/A


Key Summary

DBBF

MOGL

Issuer

BetaShares

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.26 %

N/A

Price

$26.39

$5.26

Size

$29.373 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.50 %

4.59 %

Market

ASX

ASX

First listed date

11/12/2019

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

DBBF

MOGL

Popularity

Low

Low

Pearlers invested

7

4

Median incremental investment

$1,559.78

$295.25

Median investment frequency

Quarterly

Fortnightly

Median total investment

$5,280.00

$13,068.27

Average age group

26 - 35

> 35


Pros and Cons

DBBF

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

DBBF

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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