IBAL vs VDHG

IBAL
VDHG
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IBAL and VDHG hold at least 10,130 companies between them. 657 are in both, and 35% of each fund is the same companies.

In both · 35%IBAL only · 65%

Side by side

FundiSharesVanguard

Asset classMulti-assetMulti-asset

Fee a year0.22%0.27%

Fund size$24.0m$3.6b

Holdings1238713

1Y price return+0.3%+2.6%

Distribution yield2.64%3.48%

Look-through coverage50.6%89.6%

Return, last year

change since the start

share of each fund

IBAL
VDHG

BHP BHP GROUP LIMITEDIn 1 of 2IBALnot heldVDHG4.4%
NVDA NVIDIA CORPIn all 2IBAL4.1%VDHG2.4%
CBA COMMONWEALTH BANK OF AUSTRALIA.In all 2IBAL1.9%VDHG3.5%
MSFT MICROSOFT CORPIn all 2IBAL2.8%VDHG1.7%
AAPL APPLE INCIn 1 of 2IBALnot heldVDHG2.2%

and 10,120 more companies the funds hold

How alike they are

Keep going

See IBAL + VDHG 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