Compare AU

Compare DBBF vs. REIT

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 Ftse International Property (Aud Hedged) ETF (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

REIT

Popularity

Low

Low

Pearlers invested

7

104

Median incremental investment

$1,559.78

$835.75

Median investment frequency

Quarterly

Monthly

Median total investment

$5,226.00

$1,131.00

Average age group

26 - 35

26 - 35


Key Summary

DBBF

REIT

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.

REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.13 %)

BETASHARES GLOBAL SUSTAINABILI (22.72 %)

BETASHARES AUSTRALIAN SUSTAINA (17.91 %)

Prologis Inc (6.60 %)

Equinix Inc (6.21 %)

Welltower Inc (5.31 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Real Estate (100.00 %)

Other (8.61 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

United States (73.96 %)

Japan (5.45 %)

Singapore (3.61 %)

Management fee

0.26 %

0.43 %


Key Summary

DBBF

REIT

Issuer

BetaShares

VanEck

Tracking index

FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.26 %

0.43 %

Price

$26.13

$15.60

Size

$30.850 million

$465.541 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.50 %

4.17 %

Market

ASX

ASX

First listed date

11/12/2019

02/04/2019

Purchase fee

$6.50

$6.50


Community Stats

DBBF

REIT

Popularity

Low

Low

Pearlers invested

7

104

Median incremental investment

$1,559.78

$835.75

Median investment frequency

Quarterly

Monthly

Median total investment

$5,226.00

$1,131.00

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

REIT

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

DBBF

REIT

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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