DBBF vs IBAL - Compare ETFs side by side

At a glance

Comparing DBBF and IBAL. IBAL has the lower management fee at 0.22% a year, IBAL has the higher 3 years return at 10.1% a year, and DBBF offers the higher at 3.14%.

Lower fee

IBAL 0.22% p.a.

Higher 3 years return

IBAL 10.1% p.a.

Higher yield

DBBF 3.14%

Higher risk-adjusted

IBAL Sharpe 0.89 (3y)

Lower volatility

IBAL 6.5% (3y)

Larger fund

DBBF $32m

Side-by-side comparison

Metric	DBBF BetaShares Ethical Diversified Balanced ETF	IBAL iShares Balanced ESG ETF
Snapshot
Provider	BetaShares	iShares
Tracks index	—	—
Categories	AU, Intl, ESG	AU, Intl, ESG
Listed since	—	—
Fund size (AUM)	$32m	$25m
Cost & income
Management fee	0.39%	0.22%
Dividend yield	3.14%	2.65%
Franking	20%	15%
Turnover	15%	15%
Tax drag	1.18%	1.09%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	-0.7% net	3.9% net
3-year return	7.1% net	10.1% net
5-year return	2.7% net	—
10-year return	—	—
Risk
Volatility (3y)	7%	6.5%
Volatility (5y)	8.4%	—
Volatility (10y)	—	—
Sharpe ratio (3y)	0.43	0.89
Sharpe ratio (5y)	—	—
Sharpe ratio (10y)	—	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

DBBF BetaShares Ethical Diversified Balanced ETF

Low-cost: a 0.39% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: IBAL and VDBA.

Full DBBF analysis →

IBAL iShares Balanced ESG ETF

Low-cost: a 0.22% management fee keeps more of the return in your pocket.
Low volatility (6.47% over 3 years) for a smoother ride.

Full IBAL analysis →

Frequently Asked Questions

What's the difference between DBBF vs IBAL?

DBBF and IBAL are 2 Australian-listed ETFs we compare side by side. IBAL carries the lower management fee (0.22%). Over 3 years, IBAL has delivered the higher total return (10.1% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - DBBF vs IBAL?

IBAL has the lower management fee at 0.22% a year, versus DBBF 0.39%.

Which has performed higher - DBBF vs IBAL?

Over the past 3 years, IBAL has delivered the higher total return at 10.1% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

DBBF pays the higher at 3.14%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

DBBF is the larger fund by assets ($32m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

DBBF vs VDBA DBBF vs GROW DBBF vs VBAL IBAL vs VDBA IBAL vs GROW IBAL vs VBAL

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.