Grow it · ETFs

VBAL 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 VBAL, 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 5.17%.
Lowest fee
IBAL 0.22% p.a.
Highest 5 years return
VDBA 4.5% p.a.
Highest yield
VDBA 5.17%
Highest risk-adjusted
VDBA Sharpe 0.71 (3y)
Lowest volatility
VDBA 7.4% (5y)
Largest fund
VDBA $927m

Side-by-side comparison

Metric VBAL
VanEck Core+ Diversified Balanced Active ETF
VDBA
Vanguard Diversified Balanced Index ETF
DBBF
BetaShares Ethical Diversified Balanced ETF
IBAL
iShares Balanced ESG ETF
Snapshot
Provider
VanEck
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)
$1m
$927m
$33m
$25m
Cost & income
Management fee
0.39%
0.27%
0.39%
0.22%
Dividend yield
5.17%
3.11%
2.67%
Franking
10%
35%
20%
15%
Turnover
35%
8%
15%
15%
Tax drag 0.84% 1.32% 1.17% 1.1%
Returns
Tax bracket
1-year return
6.5%
net
1.1%
net
4.4%
net
3-year return
8.6%
net
6.5%
net
9%
net
5-year return
4.5%
net
2.8%
net
10-year return
Risk
Volatility (3y)
6.2%
7.2%
6.8%
Volatility (5y)
7.4%
8.5%
Volatility (10y)
Sharpe ratio (3y)
0.71
0.34
0.71
Sharpe ratio (5y)
0.2
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

VBAL VanEck Core+ Diversified Balanced Active ETF
  • Low-cost: a 0.39% management fee keeps more of the return in your pocket.
  • Cheaper alternatives exist: IBAL and VDBA.
VDBA Vanguard Diversified Balanced Index ETF
  • Low-cost: a 0.27% management fee keeps more of the return in your pocket.
  • Pays a useful 5.17% 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.
  • Has lagged most peers over 1 year (240th of 308).
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.

Frequently Asked Questions

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

VBAL, 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 - VBAL vs VDBA vs DBBF vs IBAL?

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

Which has performed highest - VBAL 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 5.17%. Remember distributions are taxed each year at your marginal rate.

Which is the largest and most liquid?

VDBA is the largest fund by assets ($927m). 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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