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Compare AU
Compare DBBF vs. VHY
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 Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 8 | 1,709 |
Median incremental investment | $3,609.50 | $1,008.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,915.70 | $2,333.37 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | VHY | |
|---|---|---|
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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (30.18 %) BETASHARES AUSTRALIAN SUSTAINA (21.00 %) BETASHARES GLOBAL SUSTAINABILI (19.94 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | Australia (99.89 %) China (0.11 %) |
Management fee | 0.26 % | 0.25 % |
Key Summary
DBBF | VHY | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.25 % |
Price | $26.28 | $75.13 |
Size | $33.923 million | N/A |
10Y return | N/A | 10.93 % |
Annual distribution yield (5Y) | 3.63 % | 7.50 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 8 | 1,709 |
Median incremental investment | $3,609.50 | $1,008.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,915.70 | $2,333.37 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | VHY | |
|---|---|---|
Pros |
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Cons |
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DBBF | VHY |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |