GRPA vs IESG vs ISO

GRPA
IESG
ISO
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GRPA, IESG and ISO hold at least 267 companies between them. 3 are in every one of them, and GRPA and IESG are the most alike: 25% of each is the same companies.

Side by side

GRPA IESG ISO

FundGlobal XiSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.25%0.09%0.55%

Fund size$2.0m$435.0m$181.0m

Holdings4996210

1Y price return+2.2%−8.6%−17.0%

Distribution yield1.91%one payment in the year2.63%4.48%

Look-through coverage99.4%99.0%98.8%

Return, last year

change since the start

share of each fund

GRPA
IESG
ISO

BHP BHP GROUP LIMITEDIn 1 of 3GRPA13.1%IESGnot heldISOnot held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3GRPAnot heldIESG12.4%ISOnot held
WES WESFARMERS LIMITEDIn 2 of 3GRPA8.8%IESG7.5%ISOnot held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3GRPA8.3%IESGnot heldISOnot held
MQG MACQUARIE GROUP LIMITEDIn 1 of 3GRPAnot heldIESG8.0%ISOnot held

and 257 more companies the funds hold

How alike they are

Keep going

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