AGGG vs QOZ

  • AGGG
  • QOZ

AGGG and QOZ hold at least 196 companies between them.

We cannot see inside AGGG, so it is left out of the company figures.

Side by side

AGGGQOZ
FundiSharesBetaShares
Asset classBondsASX shares
Fee a year0.10%0.40%
Fund size$200.0m$1.1b
Holdings20001197
1Y price return−1.8%only priced since 2025-11-03+5.0%
Distribution yieldNot yet3.82%
Look-through coverage--99.4%

Return, last year

change since the start
share of each fund
  • AGGG
  • QOZ

and 186 more companies the funds hold

How alike they are

We cannot see inside these funds

Keep going

See AGGG + QOZ as one portfolioEvery company, where you'd own it twiceWhat moved AGGG in the last monthIts biggest gains and falls, by company

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