Compare AU

Compare DBBF vs. WDIV

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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DBBF

WDIV

Popularity

Low

Low

Pearlers invested

7

37

Median incremental investment

$1,559.78

$659.18

Median investment frequency

Quarterly

Monthly

Median total investment

$5,322.00

$2,509.54

Average age group

26 - 35

> 35


Key Summary

DBBF

WDIV

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.

WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index.

Top 3 holdings

BETASHARES SUSTAINABILITY LEAD (50.83 %)

BETASHARES GLOBAL SUSTAINABILI (21.38 %)

BETASHARES AUSTRALIAN SUSTAINA (18.40 %)

Altria Group Inc (2.72 %)

Highwoods Properties Inc (2.39 %)

Solvay SA (2.21 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Industrials (30.46 %)

Real Estate (29.84 %)

Consumer Staples (23.52 %)

Top 3 countries

United States (49.53 %)

Australia (33.94 %)

Japan (4.68 %)

United States (23.78 %)

Canada (21.10 %)

Japan (12.42 %)

Management fee

0.26 %

0.35 %


Key Summary

DBBF

WDIV

Issuer

BetaShares

SPDR

Tracking index

S&P Global Dividend Aristocrats Index sp_43

Asset class

ETF

ETF

Management fee

0.26 %

0.35 %

Price

$26.61

$20.57

Size

$29.373 million

$278.795 million

10Y return

N/A

16.15 %

Annual distribution yield (5Y)

3.50 %

4.85 %

Market

ASX

ASX

First listed date

11/12/2019

04/11/2013

Purchase fee

$6.50

$6.50


Community Stats

DBBF

WDIV

Popularity

Low

Low

Pearlers invested

7

37

Median incremental investment

$1,559.78

$659.18

Median investment frequency

Quarterly

Monthly

Median total investment

$5,322.00

$2,509.54

Average age group

26 - 35

> 35


Pros and Cons

DBBF

WDIV

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

DBBF

WDIV

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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