IGRO vs IBAL

  • IGRO
  • IBAL

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

In both · 51%IGRO only · 49%

Side by side

FundiSharesiShares
Asset classMulti-assetMulti-asset
Fee a year0.22%0.22%
Fund size$23.0m$24.0m
Holdings1238712387
1Y price return+0.2%−1.7%
Distribution yield2.47%2.69%
Look-through coverage90.6%50.6%

Return, last year

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

and 675 more companies the funds hold

How alike they are

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