Grow it · ETFs

GROW vs VDBA vs DBBF vs IBAL

Compare fees, returns, income and risk for these 4 ASX-listed ETFs side by side.

At a glance

Comparing GROW, VDBA, DBBF, and IBAL. IBAL has the lowest management fee at 0.22% a year, VDBA has the highest 5 years return at 4.5% a year, and VDBA offers the highest at 5.19%.
Lowest fee
IBAL 0.22% p.a.
Highest 5 years return
VDBA 4.5% p.a.
Highest yield
VDBA 5.19%
Highest risk-adjusted
IBAL Sharpe 0.89 (3y)
Lowest volatility
VDBA 7.3% (5y)
Largest fund
VDBA $942m

Side-by-side comparison

Metric GROW
Schroder Real Return Active ETF
VDBA
Vanguard Diversified Balanced Index ETF
DBBF
BetaShares Ethical Diversified Balanced ETF
IBAL
iShares Balanced ESG ETF
Snapshot
Provider
—
Vanguard
BetaShares
iShares
Tracks index
—
—
—
—
Categories
AU, Intl, Active
AU, Intl, Market-Cap
AU, Intl, ESG
AU, Intl, ESG
Listed since
—
2017 (9 yrs)
—
—
Fund size (AUM)
$79m
$942m
$32m
$25m
Cost & income
Management fee
0.69%
0.27%
0.39%
0.22%
Dividend yield
—
5.19%
3.14%
2.65%
Franking
15%
35%
20%
15%
Turnover
45%
8%
15%
15%
Tax drag 1.08% 1.32% 1.18% 1.09%
Returns
Tax bracket
1-year return
—
3.8%
net
-0.7%
net
3.9%
net
3-year return
—
9.6%
net
7.1%
net
10.1%
net
5-year return
—
4.5%
net
2.7%
net
—
10-year return
—
—
—
—
Risk
Volatility (3y)
—
5.9%
7%
6.5%
Volatility (5y)
—
7.3%
8.4%
—
Volatility (10y)
—
—
—
—
Sharpe ratio (3y)
—
0.88
0.43
0.89
Sharpe ratio (5y)
—
0.18
—
—
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

GROW Schroder Real Return Active ETF
  • Pricier than similar ETFs, which average around 0.44%.
VDBA Vanguard Diversified Balanced Index ETF
  • Low-cost: a 0.27% management fee keeps more of the return in your pocket.
  • Pays a useful 5.19% income yield.
  • Cheaper alternatives exist: IBAL.
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.
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.

Frequently Asked Questions

What's the difference between GROW vs VDBA vs DBBF vs IBAL?

GROW, VDBA, DBBF, and IBAL are 4 Australian-listed ETFs we compare side by side. IBAL carries the lowest management fee (0.22%). Over 5 years, VDBA has delivered the highest total return (4.5% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lowest fees - GROW vs VDBA vs DBBF vs IBAL?

IBAL has the lowest management fee at 0.22% a year, versus GROW 0.69%, VDBA 0.27%, and DBBF 0.39%.

Which has performed highest - GROW vs VDBA vs DBBF vs IBAL?

Over the past 5 years, VDBA has delivered the highest total return at 4.5% a year. Past performance is not a reliable indicator of future returns.

Which pays the highest dividend yield?

VDBA pays the highest at 5.19%. Remember distributions are taxed each year at your marginal rate.

Which is the largest and most liquid?

VDBA is the largest fund by assets ($942m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

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.

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