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Compare DBBF vs. SSO
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 Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $3,609.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $8,915.70 | $1,720.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | SSO | |
|---|---|---|
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. | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 28.12m in AUM and 200 holdings. The SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (30.18 %) BETASHARES AUSTRALIAN SUSTAINA (21.00 %) BETASHARES GLOBAL SUSTAINABILI (19.94 %) | Genesis Minerals Ltd (1.79 %) Perseus Mining Ltd (1.72 %) Capricorn Metals Ltd (1.49 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Materials (52.45 %) Financials (37.18 %) Other (32.33 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.26 % | 0.5 % |
Key Summary
DBBF | SSO | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.5 % |
Price | $26.28 | $14.74 |
Size | $33.923 million | $27.740 million |
10Y return | N/A | 27.29 % |
Annual distribution yield (5Y) | 3.63 % | 6.37 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $3,609.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $8,915.70 | $1,720.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | SSO | |
|---|---|---|
Pros |
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Cons |
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DBBF | SSO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |