IBAL vs IGRO vs DVHG vs DVBA vs DBBF
IBAL, IGRO, DVHG, DVBA and DBBF hold at least 2,657 companies between them. 130 are in every one of them, and DVHG and DVBA are the most alike: 60% of each is the same companies.
Side by side
FundiSharesiSharesBetaSharesBetaSharesBetaShares
Asset classMulti-assetMulti-assetMulti-assetMulti-assetMulti-asset
Fee a year0.22%0.22%0.19%0.19%0.39%
Fund size$24.0m$23.0m$1.5m$1.5m$36.0m
Holdings1238712387897
1Y price return+0.3%+2.4%−0.1%only priced since 2026-09-24−0.5%only priced since 2026-09-25−4.7%
Distribution yield2.64%2.41%Not yetNot yet3.27%
Look-through coverage50.6%90.6%89.2%59.6%52.4%
Return, last year
change since the start
share of each fund
- IBAL
- IGRO
- DVHG
- DVBA
- DBBF
- NVDA NVIDIA CORPIn all 5IBAL4.1%IGRO7.1%DVHG2.9%DVBA1.9%DBBF1.5%
- MSFT MICROSOFT CORPIn 4 of 5IBAL2.8%IGRO4.9%DVHG2.0%DVBA1.3%DBBFnot held
- BHP BHP GROUP LIMITEDIn 2 of 5IBALnot heldIGROnot heldDVHG4.0%DVBA2.6%DBBFnot held
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 4 of 5IBAL1.9%IGRO3.7%DVHG3.2%DVBA2.2%DBBFnot held
- GOOGL ALPHABET INC-AIn 4 of 5IBAL1.6%IGRO2.7%DVHG1.1%DVBA0.7%DBBFnot held
and 2,647 more companies the funds hold