ALFA vs JPOZ

  • ALFA
  • JPOZ

ALFA and JPOZ hold 165 companies between them. 43 are in both, and 55% of each fund is the same companies.

In both · 55%ALFA only · 45%

Side by side

ALFAJPOZ
FundVanEckJPMorgan
Asset classASX sharesASX shares
Fee a year0.39%0.25%
Fund size$28.0m$1.9m
Holdings71159
1Y price return−3.8%--
Distribution yield0.87%Not yet
Look-through coverage99.8%99.2%

Return, last year

change since the start
share of each fund
  • ALFA
  • JPOZ

and 155 more companies the funds hold

How alike they are

Keep going

See ALFA + JPOZ as one portfolioEvery company, where you'd own it twiceWhat moved ALFA in the last monthIts biggest gains and falls, by companyWhy BHP GROUP LIMITED moved latelyThe biggest company in both

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