DBBF vs IBAL

  • DBBF
  • IBAL

DBBF and IBAL hold at least 816 companies between them. 149 are in both, and 15% of each fund is the same companies.

In both · 15%DBBF only · 85%

Side by side

FundBetaSharesiShares
Asset classMulti-assetMulti-asset
Fee a year0.39%0.22%
Fund size$36.0m$24.0m
Holdings712387
1Y price return−4.7%+0.3%
Distribution yield3.27%2.64%
Look-through coverage52.4%50.6%

Return, last year

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

and 806 more companies the funds hold

How alike they are

Keep going

See DBBF + IBAL as one portfolioEvery company, where you'd own it twiceWhat moved DBBF this monthIts biggest gains and falls, by company