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Ethical Diversified Balanced ETF

About this ETF

DBBF aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. DBBF seeks to balance income and capital growth returns over the long term, and targets an allocation of 50% defensive assets (Australian and international bonds), 50% growth assets (Australian and international shares).

IssuerBetaShares
Management fee (MER)0.39% p.a.
Inception date15 Dec 2020

Scout Score

32/100
Ranked #13 of 16 in Diversified

An independent score calculated by ETF Scout across 7 real-data factors (cost, diversification, tracking, liquidity, fund strength, performance, income), ranked against other funds in the same category.

Cost13
Diversification42
Tracking33
Liquidity16
Fund Strength49
Performance0
Income67

Strengths

No standout strengths relative to category peers.

Weaknesses

  • Weak long-term return — +3.6% p.a. (blended), trails 100% of rated Diversified peers.
  • Higher fee — 0.39% p.a., more expensive than 87% of Diversified funds.
  • Lower liquidity — 0.30% bid/ask spread, wider than 84% of Diversified peers.

Performance (as of 4 Nov 2026)

Total returns, net of fees. Periods longer than 1 year are annualised.

1 Month+1.61%
3 Months+0.68%
YTD+2.95%
1 Year+0.01%
3 Years (p.a.)+8.47%
5 Years (p.a.)+3.13%

Price history

Cumulative return over the selected period, indexed to 0% at the start of the range.

-21%-15%-8%-2%+4%2021-112023-022024-052025-082026-11

Top holdings (as of 4 Nov 2026)

The fund's largest individual holdings, ranked by portfolio weight.

  1. 1.Betashares Ethical Australian29.88%
  2. 2.Betashares Global Sustainabili (ETHI)20.93%
  3. 3.Betashares Australian Sustaina20.08%
  4. 4.Betashares Sustainability Lead19.91%
  5. 5.Betashares Global Sustainabili (HETH)8.96%
  6. 6.AUD - Australia Dollar0.24%