Compare AU

Compare DBBF vs. SYI

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 MSCI Aussie Dividends (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

7

115

Median incremental investment

$1,559.78

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$5,266.00

$1,357.92

Average age group

26 - 35

26 - 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 452.85m in AUM and 62 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Commonwealth Bank of Australia (12.13 %)

National Australia Bank Ltd (10.70 %)

ANZ Group Holdings Ltd (10.33 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Financials (56.02 %)

Materials (17.90 %)

Consumer Discretionary (15.19 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

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

$26.33

$29.52

Size

$31.298 million

$447.334 million

10Y return

N/A

2.11 %

Annual distribution yield (5Y)

3.50 %

9.01 %

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

7

115

Median incremental investment

$1,559.78

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$5,266.00

$1,357.92

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

SYI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

DBBF

SYI

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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