Compare AU
Compare DBBF vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $1,559.78 | $2,005.19 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $3,636.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.26 % | 0.3 % |
Key Summary
DBBF | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.3 % |
Price | $26.33 | $42.53 |
Size | $29.373 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.50 % | 2.71 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $1,559.78 | $2,005.19 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $3,636.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | WVOL | |
|---|---|---|
Pros |
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Cons |
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DBBF | WVOL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |