Compare AU

Compare DBBF vs. MVW

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 VanEck Australian Equal Weight ETF (MVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

MVW

Popularity

Low

Low

Pearlers invested

7

252

Median incremental investment

$1,559.78

$832.41

Median investment frequency

Quarterly

Monthly

Median total investment

$5,226.00

$3,782.00

Average age group

26 - 35

> 35


Key Summary

DBBF

MVW

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.

The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.13 %)

BETASHARES GLOBAL SUSTAINABILI (22.72 %)

BETASHARES AUSTRALIAN SUSTAINA (17.91 %)

Arcadium Lithium PLC CDI (2.84 %)

Pro Medicus Ltd (2.17 %)

Qantas Airways Ltd (1.75 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Real Estate (39.46 %)

Industrials (18.94 %)

Consumer Discretionary (17.88 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Australia (97.03 %)

United States (2.97 %)

Management fee

0.26 %

0.35 %


Key Summary

DBBF

MVW

Issuer

BetaShares

VanEck

Tracking index

MVIS Australia Equal Weight Index - AUD

Asset class

ETF

ETF

Management fee

0.26 %

0.35 %

Price

$26.13

$37.82

Size

$30.850 million

$2.599 billion

10Y return

N/A

80.53 %

Annual distribution yield (5Y)

3.50 %

4.53 %

Market

ASX

ASX

First listed date

11/12/2019

06/03/2014

Purchase fee

$6.50

$6.50


Community Stats

DBBF

MVW

Popularity

Low

Low

Pearlers invested

7

252

Median incremental investment

$1,559.78

$832.41

Median investment frequency

Quarterly

Monthly

Median total investment

$5,226.00

$3,782.00

Average age group

26 - 35

> 35


Pros and Cons

DBBF

MVW

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

MVW

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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