DBBF:AU:AU-BetaShares Ethical Diversified Balanced ETF (AUD)

ETF | Others |

Last Closing

USD 25.74

Change

+0.06 (+0.23)%

Market Cap

USD 0.03B

Volume

1.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-07 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+0.29 (+0.29%)

USD 18.39B
IVV:AU iShares Core S&P 500 AUD

+0.75 (+1.30%)

USD 11.33B
VGS:AU Vanguard MSCI International Sh..

+1.46 (+1.10%)

USD 10.39B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.61 (+1.11%)

USD 7.35B
IOZ:AU Ishares Core S&P/Asx 200

+0.08 (+0.24%)

USD 6.40B
VTS:AU Vanguard US Total Market Share..

+5.28 (+1.24%)

USD 5.71B
STW:AU SPDR® S&P/ASX 200 Fund

+0.20 (+0.27%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

+0.68 (+1.49%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.37 (+0.92%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.36 (+0.26%)

USD 4.72B

ETFs Containing DBBF:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.94% 40% F 53% F
Dividend Return 1.04% 40% F 24% F
Total Return -0.90% 40% F 52% F
Trailing 12 Months  
Capital Gain 2.92% 49% F 62% D
Dividend Return 3.69% 59% D- 45% F
Total Return 6.60% 50% F 62% D
Trailing 5 Years  
Capital Gain 11.09% 30% F 55% F
Dividend Return 18.44% 46% F 38% F
Total Return 29.53% 29% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 1.15% 34% F 46% F
Dividend Return 2.39% 31% F 44% F
Total Return 1.24% 34% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 9.34% 57% F 90% A-
Risk Adjusted Return 25.64% 25% F 61% D-
Market Capitalization 0.03B 6% D- 39% F

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.