IBAL vs IGRO

  • IBAL
  • IGRO

IBAL and IGRO hold at least 685 companies between them. 685 are in both, and 51% of each fund is the same companies.

In both · 51%IBAL only · 49%

Side by side

FundiSharesiShares
Asset classMulti-assetMulti-asset
Fee a year0.22%0.22%
Fund size$24.0m$23.0m
Holdings1238712387
1Y price return−1.7%+0.2%
Distribution yield2.69%2.47%
Look-through coverage50.6%90.6%

Return, last year

change since the start
share of each fund
  • IBAL
  • IGRO

and 675 more companies the funds hold

How alike they are

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