IBAL vs VDGR

IBAL
VDGR
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IBAL and VDGR hold at least 10,130 companies between them. 657 are in both, and 28% of each fund is the same companies.

In both · 28%IBAL only · 72%

Side by side

FundiSharesVanguard

Asset classMulti-assetMulti-asset

Fee a year0.22%0.27%

Fund size$24.0m$1.3b

Holdings1238713

1Y price return+0.3%+0.1%

Distribution yield2.64%4.31%

Look-through coverage50.6%69.8%

Return, last year

change since the start

share of each fund

IBAL
VDGR

NVDA NVIDIA CORPIn all 2IBAL4.1%VDGR1.8%
BHP BHP GROUP LIMITEDIn 1 of 2IBALnot heldVDGR3.4%
MSFT MICROSOFT CORPIn all 2IBAL2.8%VDGR1.3%
CBA COMMONWEALTH BANK OF AUSTRALIA.In all 2IBAL1.9%VDGR2.7%
AAPL APPLE INCIn 1 of 2IBALnot heldVDGR1.7%

and 10,120 more companies the funds hold

How alike they are

Keep going

See IBAL + VDGR as one portfolioEvery company, where you'd own it twice What moved IBAL this monthIts biggest gains and falls, by company Why COMMONWEALTH BANK OF AUSTRALIA. moved latelyThe biggest company in both