IOZ vs QOZ

  • IOZ
  • QOZ

IOZ and QOZ hold at least 244 companies between them. 152 are in both, and 77% of each fund is the same companies.

In both · 77%IOZ only · 23%

Side by side

IOZQOZ
FundiSharesBetaShares
Asset classASX sharesASX shares
Fee a year0.05%0.40%
Fund size$8.2b$1.1b
Holdings206197
1Y price return−3.1%+5.9%
Distribution yield3.49%3.80%
Look-through coverage99.1%99.4%

Return, last year

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

and 234 more companies the funds hold

How alike they are

Keep going

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

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