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Compare DBBF vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 10 | 0 |
Median incremental investment | $5,013.55 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,801.70 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
DBBF | XASG | |
|---|---|---|
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. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (30.49 %) BETASHARES GLOBAL SUSTAINABILI (20.56 %) BETASHARES SUSTAINABILITY LEAD (20.44 %) | NVIDIA Corp (6.56 %) Microsoft Corp (6.44 %) AstraZeneca PLC (4.44 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | United States (47.89 %) Australia (35.18 %) Japan (4.44 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 0.26 % | 0.75 % |
Key Summary
DBBF | XASG | |
|---|---|---|
Issuer | BetaShares | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.75 % |
Price | $24.90 | $6.42 |
Size | $37.877 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 2.51 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 10 | 0 |
Median incremental investment | $5,013.55 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,801.70 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
DBBF | XASG | |
|---|---|---|
Pros |
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Cons |
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DBBF | XASG |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |