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Compare DBBF vs. USTB
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 Global X Us Treasury Bond (Currency Hedged) ETF (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 6 |
Median incremental investment | $5,016.61 | $2,186.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,058.00 | $2,919.57 |
Average age group | > 35 | > 35 |
Key Summary
DBBF | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (28.80 %) BETASHARES GLOBAL SUSTAINABILI (22.32 %) BETASHARES AUSTRALIAN SUSTAINA (19.58 %) | United States Treasury Notes 4.625% (0.83 %) United States Treasury Notes 4.25% (0.80 %) United States Treasury Notes 4.375% (0.80 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | United States (47.89 %) Australia (35.18 %) Japan (4.44 %) | |
Management fee | 0.26 % | 0.19 % |
Key Summary
DBBF | USTB | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.19 % |
Price | $26.28 | $9.26 |
Size | $33.511 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.36 % | 2.33 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 6 |
Median incremental investment | $5,016.61 | $2,186.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,058.00 | $2,919.57 |
Average age group | > 35 | > 35 |
Pros and Cons
DBBF | USTB | |
|---|---|---|
Pros |
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Cons |
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DBBF | USTB |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |