Compare AU
Compare DBBF vs. MVOL
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 Edge MSCI Australia Minimum Volatility (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $1,559.78 | $2,592.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,278.00 | $2,737.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 19.74m in AUM and 94 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.26 % | 0.3 % |
Key Summary
DBBF | MVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.3 % |
Price | $26.33 | $33.04 |
Size | $29.373 million | $20.417 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | 5.08 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $1,559.78 | $2,592.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,278.00 | $2,737.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | MVOL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DBBF | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |