IBAL vs DBBF - Compare ETFs side by side

At a glance

Comparing IBAL and DBBF. IBAL has the lower management fee at 0.22% a year, IBAL has the higher 3 years return at 9% a year, and DBBF offers the higher at 3.11%.

Lower fee

IBAL 0.22% p.a.

Higher 3 years return

IBAL 9% p.a.

Higher yield

DBBF 3.11%

Higher risk-adjusted

IBAL Sharpe 0.71 (3y)

Lower volatility

IBAL 6.8% (3y)

Larger fund

DBBF $33m

Side-by-side comparison

Metric	IBAL iShares Balanced ESG ETF	DBBF BetaShares Ethical Diversified Balanced ETF
Snapshot
Provider	iShares	BetaShares
Tracks index	—	—
Categories	AU, Intl, ESG	AU, Intl, ESG
Listed since	—	—
Fund size (AUM)	$25m	$33m
Cost & income
Management fee	0.22%	0.39%
Dividend yield	2.67%	3.11%
Franking	15%	20%
Turnover	15%	15%
Tax drag	1.1%	1.17%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	4.4% net	1.1% net
3-year return	9% net	6.5% net
5-year return	—	2.8% net
10-year return	—	—
Risk
Volatility (3y)	6.8%	7.2%
Volatility (5y)	—	8.5%
Volatility (10y)	—	—
Sharpe ratio (3y)	0.71	0.34
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

IBAL iShares Balanced ESG ETF

Low-cost: a 0.22% management fee keeps more of the return in your pocket.
Low volatility (6.8% over 3 years) for a smoother ride.

Full IBAL analysis →

DBBF BetaShares Ethical Diversified Balanced ETF

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

Has lagged most peers over 1 year (240th of 308).

Full DBBF analysis →

Frequently Asked Questions

What's the difference between IBAL vs DBBF?

IBAL and DBBF 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 (9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IBAL vs DBBF?

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

Which has performed higher - IBAL vs DBBF?

Over the past 3 years, IBAL has delivered the higher total return at 9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

DBBF pays the higher at 3.11%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

DBBF is the larger fund by assets ($33m). Larger funds are typically more liquid and trade on tighter spreads.

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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.