Compare AU

Compare DBBF vs. OZR

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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