GRPA vs ALFA vs IESG

GRPA
ALFA
IESG
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GRPA, ALFA and IESG hold at least 143 companies between them. 6 are in every one of them, and ALFA and IESG are the most alike: 39% of each is the same companies.

Side by side

GRPA ALFA IESG

FundGlobal XVanEckiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.25%0.39%0.09%

Fund size$2.0m$28.0m$435.0m

Holdings497196

1Y price return+2.2%−6.6%−8.6%

Distribution yield1.91%one payment in the year0.87%2.63%

Look-through coverage99.4%99.8%99.0%

Return, last year

change since the start

share of each fund

GRPA
ALFA
IESG

BHP BHP GROUP LIMITEDIn 2 of 3GRPA13.1%ALFA11.1%IESGnot held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3GRPAnot heldALFA5.1%IESG12.4%
WES WESFARMERS LIMITEDIn all 3GRPA8.8%ALFA0.8%IESG7.5%
WDS WOODSIDE ENERGY GROUP LTDIn 2 of 3GRPA8.3%ALFA4.1%IESGnot held
MQG MACQUARIE GROUP LIMITEDIn 2 of 3GRPAnot heldALFA5.0%IESG8.0%

and 133 more companies the funds hold

How alike they are

Keep going

See GRPA + ALFA + IESG as one portfolioEvery company, where you'd own it twice What moved GRPA this monthIts biggest gains and falls, by company Why WESFARMERS LIMITED moved latelyThe biggest company in both