Compare AU
Compare DBBF vs. WDIV
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 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 | $654.39 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,278.00 | $2,476.60 |
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 (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
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 | $26.39 | $20.30 |
Size | $29.373 million | $278.795 million |
10Y return | N/A | 18.37 % |
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 | $654.39 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,278.00 | $2,476.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | WDIV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |