Compare AU

Compare DBBF vs. VESG

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 Vanguard Ethically Conscious International Shares Index ETF (VESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

VESG

Popularity

Low

Medium

Pearlers invested

7

2,168

Median incremental investment

$1,559.78

$990.50

Median investment frequency

Quarterly

Monthly

Median total investment

$5,316.00

$2,644.98

Average age group

26 - 35

26 - 35


Key Summary

DBBF

VESG

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.

VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Apple Inc. (5.54 %)

Microsoft Corp. (4.67 %)

Amazon.com Inc. (2.10 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Information Technology (26.14 %)

Health Care (16.64 %)

Financials (15.14 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

United States (73.33 %)

Japan (6.63 %)

Switzerland (2.90 %)

Management fee

0.26 %

0.18 %


Key Summary

DBBF

VESG

Issuer

BetaShares

Vanguard

Tracking index

FTSE Developed ex Australia Choice Index - AUD

Asset class

ETF

ETF

Management fee

0.26 %

0.18 %

Price

$26.58

$101.66

Size

$29.373 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.50 %

1.68 %

Market

ASX

ASX

First listed date

11/12/2019

13/09/2018

Purchase fee

$6.50

$6.50


Community Stats

DBBF

VESG

Popularity

Low

Medium

Pearlers invested

7

2,168

Median incremental investment

$1,559.78

$990.50

Median investment frequency

Quarterly

Monthly

Median total investment

$5,316.00

$2,644.98

Average age group

26 - 35

26 - 35


Pros and Cons

DBBF

VESG

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

DBBF

VESG

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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