Compare AU

Compare DBBF vs. MVOL

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

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

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