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Compare DBBF vs. VGAD
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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | VGAD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 522 |
Median incremental investment | $2,804.75 | $2,033.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,090.00 | $9,083.97 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | VGAD | |
---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.26 % | 0.21 % |
Key Summary
DBBF | VGAD | |
---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.21 % |
Price | $26.25 | $109.03 |
Size | $33.932 million | N/A |
10Y return | N/A | 100.68 % |
Annual distribution yield (5Y) | 3.63 % | 3.46 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | VGAD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 522 |
Median incremental investment | $2,804.75 | $2,033.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,090.00 | $9,083.97 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | VGAD | |
---|---|---|
Pros |
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Cons |
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DBBF | VGAD |
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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 |