Compare AU
Compare DBBF vs. OZR
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 SPDR S&P/ASX 200 Resources Fund (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 39 |
Median incremental investment | $1,559.78 | $764.16 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,226.00 | $872.46 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | OZR | |
|---|---|---|
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. | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 174.65m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.13 %) BETASHARES GLOBAL SUSTAINABILI (22.72 %) BETASHARES AUSTRALIAN SUSTAINA (17.91 %) | BHP Group Ltd (39.64 %) Woodside Energy Group Ltd (8.83 %) Rio Tinto Ltd (8.55 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Materials (81.77 %) Energy (16.13 %) Other (2.10 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.26 % | 0.4 % |
Key Summary
DBBF | OZR | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.4 % |
Price | $26.13 | $11.79 |
Size | $30.850 million | $170.343 million |
10Y return | N/A | 42.05 % |
Annual distribution yield (5Y) | 3.50 % | 10.05 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 39 |
Median incremental investment | $1,559.78 | $764.16 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,226.00 | $872.46 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | OZR | |
|---|---|---|
Pros |
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Cons |
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DBBF | OZR |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |