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Compare DBBF vs. SYI
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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 216 |
Median incremental investment | $5,016.61 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,055.67 | $1,799.16 |
Average age group | > 35 | > 35 |
Key Summary
DBBF | SYI | |
|---|---|---|
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. | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 634.85m in AUM and 59 holdings. The State Street SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.01 %) BETASHARES GLOBAL SUSTAINABILI (21.94 %) BETASHARES AUSTRALIAN SUSTAINA (19.84 %) | Westpac Banking Corp (9.38 %) ANZ Group Holdings Ltd (9.38 %) National Australia Bank Ltd (9.28 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.26 % | 0.2 % |
Key Summary
DBBF | SYI | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.2 % |
Price | $25.99 | $31.01 |
Size | $32.973 million | $665.622 million |
10Y return | N/A | 22.23 % |
Annual distribution yield (5Y) | 3.36 % | 8.67 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 216 |
Median incremental investment | $5,016.61 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,055.67 | $1,799.16 |
Average age group | > 35 | > 35 |
Pros and Cons
DBBF | SYI | |
|---|---|---|
Pros |
| |
Cons |
|
DBBF | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |