DGGF vs IBAL

  • DGGF
  • IBAL

DGGF and IBAL hold at least 816 companies between them. 149 are in both, and 16% of each fund is the same companies.

In both · 16%DGGF only · 84%

Side by side

FundBetaSharesiShares
Asset classMulti-assetMulti-asset
Fee a year0.39%0.22%
Fund size$48.0m$24.0m
Holdings712387
1Y price return−4.3%+0.1%
Distribution yield2.92%2.64%
Look-through coverage71.7%50.6%

Return, last year

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

and 806 more companies the funds hold

How alike they are

Keep going

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