IGRO vs DBBF vs DVHG vs IBAL vs DVBA
IGRO, DBBF, DVHG, IBAL and DVBA 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
FundiSharesBetaSharesBetaSharesiSharesBetaShares
Asset classMulti-assetMulti-assetMulti-assetMulti-assetMulti-asset
Fee a year0.22%0.39%0.19%0.22%0.19%
Fund size$23.0m$36.0m$1.5m$24.0m$1.5m
Holdings1238778123879
1Y price return+2.5%−4.8%−0.1%only priced since 2026-09-24+0.1%−0.5%only priced since 2026-09-25
Distribution yield2.41%3.27%Not yet2.64%Not yet
Look-through coverage90.6%52.4%89.2%50.6%59.6%
Return, last year
change since the start
share of each fund
- IGRO
- DBBF
- DVHG
- IBAL
- DVBA
- NVDA NVIDIA CORPIn all 5IGRO7.1%DBBF1.5%DVHG2.9%IBAL4.1%DVBA1.9%
- MSFT MICROSOFT CORPIn 4 of 5IGRO4.9%DBBFnot heldDVHG2.0%IBAL2.8%DVBA1.3%
- BHP BHP GROUP LIMITEDIn 2 of 5IGROnot heldDBBFnot heldDVHG4.0%IBALnot heldDVBA2.6%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 4 of 5IGRO3.7%DBBFnot heldDVHG3.2%IBAL1.9%DVBA2.2%
- GOOGL ALPHABET INC-AIn 4 of 5IGRO2.7%DBBFnot heldDVHG1.1%IBAL1.6%DVBA0.7%
and 2,647 more companies the funds hold