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Compare DBBF vs. STW
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 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 386 |
Median incremental investment | $2,804.75 | $1,002.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,787.54 | $4,859.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6060.86m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (30.15 %) BETASHARES AUSTRALIAN SUSTAINA (20.76 %) BETASHARES GLOBAL SUSTAINABILI (20.13 %) | Commonwealth Bank of Australia (11.79 %) BHP Group Ltd (7.07 %) National Australia Bank Ltd (4.64 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (58.22 %) Materials (14.73 %) Health Care (9.32 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.26 % | 0 % |
Key Summary
DBBF | STW | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0 % |
Price | $26.31 | $76.53 |
Size | $33.840 million | $6.059 billion |
10Y return | N/A | 50.80 % |
Annual distribution yield (5Y) | 3.21 % | 4.20 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 386 |
Median incremental investment | $2,804.75 | $1,002.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,787.54 | $4,859.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | STW | |
|---|---|---|
Pros |
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Cons |
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DBBF | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |