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Compare DBBF vs. QPON
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 Betashares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 14 |
Median incremental investment | $2,804.75 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,094.64 | $4,543.98 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | COMMONWEALTH BANK OF AUSTRALIA FRN JAN-30 (10.21 %) WESTPAC BANKING CORP FRN JAN-30 (10.00 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (9.92 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.26 % | 0.22 % |
Key Summary
DBBF | QPON | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.22 % |
Price | $26.27 | $26.04 |
Size | $33.932 million | $1.715 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.63 % | 2.98 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 14 |
Median incremental investment | $2,804.75 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,094.64 | $4,543.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | QPON | |
|---|---|---|
Pros |
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Cons |
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DBBF | QPON |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |