Compare AU

Compare DBBF vs. RGOS

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, shares and ETFs are a popular choice. Two options in the ASX are DBBF and RGOS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

RGOS

Popularity

Low

N/A

Pearlers invested

7

0

Median incremental investment

$1,559.78

$0

Median investment frequency

Quarterly

N/A

Median total investment

$5,280.00

$0

Average age group

26 - 35

N/A


Key Summary

DBBF

RGOS

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.

RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Russell Sust Global Opportunities Complex ETF (100 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Management fee

0.26 %

0 %


Key Summary

DBBF

RGOS

Issuer

BetaShares

Russell

Tracking index

Asset class

ETF

ETF

Management fee

0.26 %

0 %

Price

$26.40

$22.00

Size

$29.373 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.50 %

0.85 %

Market

ASX

ASX

First listed date

11/12/2019

15/04/2024

Purchase fee

$6.50

$6.50


Community Stats

DBBF

RGOS

Popularity

Low

N/A

Pearlers invested

7

0

Median incremental investment

$1,559.78

$0

Median investment frequency

Quarterly

N/A

Median total investment

$5,280.00

$0

Average age group

26 - 35

N/A


Pros and Cons

DBBF

RGOS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

DBBF

RGOS

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

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