VDGR vs DBBF vs IBAL vs DHHF
VDGR, DBBF, IBAL and DHHF hold at least 10,437 companies between them. 143 are in every one of them, and VDGR and DHHF are the most alike: 66% of each is the same companies.
Side by side
FundVanguardBetaSharesiSharesBetaShares
Asset classMulti-assetMulti-assetMulti-assetMulti-asset
Fee a year0.27%0.39%0.22%0.19%
Fund size$1.3b$36.0m$24.0m$1.3b
Holdings137123876
1Y price return+0.1%−4.8%+0.1%+4.5%
Distribution yield4.31%3.27%2.64%2.05%
Look-through coverage69.8%52.4%50.6%97.7%
Return, last year
change since the start
share of each fund
- VDGR
- DBBF
- IBAL
- DHHF
- BHP BHP GROUP LIMITEDIn 2 of 4VDGR3.4%DBBFnot heldIBALnot heldDHHF4.5%
- NVDA NVIDIA CORPIn all 4VDGR1.8%DBBF1.5%IBAL4.1%DHHF2.8%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 3 of 4VDGR2.7%DBBFnot heldIBAL1.9%DHHF3.6%
- MSFT MICROSOFT CORPIn 3 of 4VDGR1.3%DBBFnot heldIBAL2.8%DHHF2.1%
- AAPL APPLE INCIn 3 of 4VDGR1.7%DBBF1.5%IBALnot heldDHHF2.6%
and 10,427 more companies the funds hold