GEAR vs AECV vs ISO

GEAR
AECV
ISO
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GEAR, AECV and ISO hold at least 299 companies between them. 84 are in every one of them, and GEAR and AECV are the most alike: 91% of each is the same companies.

Side by side

GEAR AECV ISO

FundBetaSharesBetaSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.78%0.85%0.55%

Fund size--$38.6m$181.0m

Holdings201184210

1Y price return−7.3%--−17.0%

Distribution yield1.89%Not yet4.48%

Look-through coverage100.0%99.4%98.8%

Return, last year

change since the start

share of each fund

GEAR
AECV
ISO

BHP BHP GROUP LIMITEDIn 2 of 3GEAR11.7%AECV11.8%ISOnot held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3GEAR9.5%AECV9.6%ISOnot held
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3GEAR4.6%AECV4.7%ISOnot held
WBC WESTPAC BANKING CORPORATIONIn 2 of 3GEAR4.5%AECV4.6%ISOnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3GEAR4.4%AECV4.4%ISOnot held

and 289 more companies the funds hold

How alike they are

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See GEAR + AECV + ISO as one portfolioEvery company, where you'd own it twice What moved GEAR this monthIts biggest gains and falls, by company