Compare ALFA · GMVW
ALFA and GMVW hold 88 companies between them. 37 are in both, and 47.2% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Financials
- Materials
- Industrials
- Energy
- Health Care
- Everything else
- BHPBHP GROUP LIMITEDIn all 2ALFA11.1%GMVW1.3%
- ANZANZ GROUP HOLDINGS LIMITEDIn all 2ALFA5.7%GMVW1.4%
- CBACOMMONWEALTH BANK OF AUSTRALIA.In all 2ALFA5.1%GMVW1.3%
- MQGMACQUARIE GROUP LIMITEDIn all 2ALFA5.0%GMVW1.3%
- WDSWOODSIDE ENERGY GROUP LTDIn all 2ALFA4.1%GMVW1.3%
- WOWWOOLWORTHS GROUP LIMITEDIn all 2ALFA3.8%GMVW1.4%
- QBEQBE INSURANCE GROUP LIMITEDIn all 2ALFA2.9%GMVW1.4%
- TCLTRANSURBAN GROUPIn all 2ALFA2.8%GMVW1.3%
- COLCOLES GROUP LIMITED.In all 2ALFA2.8%GMVW1.4%
- ALLARISTOCRAT LEISURE LIMITEDIn all 2ALFA2.6%GMVW1.3%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What ALFA already gives you
- ALFA and GMVW share 37 companies47.2%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.