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

ETF | Others |

Last Closing

USD 26.34

Change

+0.04 (+0.15)%

Market Cap

USD 0.03B

Volume

180.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-03 )

Largest Industry Peers for Others

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

+0.02 (+0.02%)

USD 18.39B
IVV:AU Ishares S&P 500 ETF

-0.38 (-0.62%)

USD 11.33B
VGS:AU Vanguard MSCI INDEX Internatio..

-0.72 (-0.51%)

USD 10.39B
QUAL:AU Vaneck MSCI International Qual..

+0.01 (+0.02%)

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

-0.01 (-0.03%)

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

-2.77 (-0.61%)

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

-0.05 (-0.06%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100 ETF

-0.22 (-0.44%)

USD 5.22B
HNDQ:AU Betashares Nasdaq 100 Currency..

+0.08 (+0.18%)

USD 4.86B
A200:AU Betashares Australia 200 ETF

N/A

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 0.34% 38% F 55% F
Dividend Return 1.04% 40% F 24% F
Total Return 1.38% 38% F 55% F
Trailing 12 Months  
Capital Gain 5.74% 48% F 62% D
Dividend Return 3.70% 61% D- 45% F
Total Return 9.44% 50% F 63% D
Trailing 5 Years  
Capital Gain 9.07% 32% F 57% F
Dividend Return 17.69% 45% F 38% F
Total Return 26.76% 30% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 1.08% 34% F 47% F
Dividend Return 2.39% 33% F 45% F
Total Return 1.31% 35% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 9.34% 54% F 89% A-
Risk Adjusted Return 25.65% 25% F 62% D
Market Capitalization 0.03B 5% F 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.