DGGF vs VDHG vs IBAL vs IGRO
DGGF, VDHG, IBAL and IGRO hold at least 10,133 companies between them. 148 are in every one of them, and IBAL and IGRO are the most alike: 51% of each is the same companies.
Side by side
FundBetaSharesVanguardiSharesiShares
Asset classMulti-assetMulti-assetMulti-assetMulti-asset
Fee a year0.39%0.27%0.22%0.22%
Fund size$48.0m$3.6b$24.0m$23.0m
Holdings7131238712387
1Y price return−4.3%+2.5%+0.1%+2.5%
Distribution yield2.92%3.48%2.64%2.41%
Look-through coverage71.7%89.6%50.6%90.6%
Return, last year
change since the start
share of each fund
- DGGF
- VDHG
- IBAL
- IGRO
- NVDA NVIDIA CORPIn all 4DGGF2.0%VDHG2.4%IBAL4.1%IGRO7.1%
- MSFT MICROSOFT CORPIn 3 of 4DGGFnot heldVDHG1.7%IBAL2.8%IGRO4.9%
- BHP BHP GROUP LIMITEDIn 1 of 4DGGFnot heldVDHG4.4%IBALnot heldIGROnot held
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 3 of 4DGGFnot heldVDHG3.5%IBAL1.9%IGRO3.7%
- GOOGL ALPHABET INC-AIn 3 of 4DGGFnot heldVDHG0.9%IBAL1.6%IGRO2.7%
and 10,123 more companies the funds hold