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Compare DBBF vs. VISM
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 International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 275 |
Median incremental investment | $2,804.75 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,117.84 | $2,634.84 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | VISM | |
|---|---|---|
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. | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.26 % | 0.32 % |
Key Summary
DBBF | VISM | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI World ex AU Small Cap | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.32 % |
Price | $26.37 | $67.56 |
Size | $33.766 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.63 % | 4.21 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 275 |
Median incremental investment | $2,804.75 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,117.84 | $2,634.84 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | VISM | |
|---|---|---|
Pros |
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Cons |
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DBBF | VISM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |