Compare HVST · ZYAU

HVST and ZYAU hold at least 236 companies between them. 49 are in both, and 35.3% of each fund is the same companies.

We can see through 99.1% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.

• Financials
• Materials
• Energy
• Industrials
• Communication Services
• Everything else
• Cash

• BHPBHP GROUP LIMITEDIn 1 of 2HVST12.2%ZYAUnot held
• ANZANZ GROUP HOLDINGS LIMITEDIn all 2HVST5.1%ZYAU11.0%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 2HVST7.5%ZYAU10.1%
• WBCWESTPAC BANKING CORPORATIONIn all 2HVST7.5%ZYAU9.8%
• WDSWOODSIDE ENERGY GROUP LTDIn all 2HVST3.1%ZYAU8.5%
• RIORIO TINTO LIMITEDIn all 2HVST0.5%ZYAU7.7%
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 2HVST6.9%ZYAUnot held
• TLSTELSTRA GROUP LIMITEDIn all 2HVST1.6%ZYAU6.5%
• TCLTRANSURBAN GROUPIn all 2HVST0.4%ZYAU5.4%
• STOSANTOS LIMITEDIn all 2HVST0.3%ZYAU4.0%

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. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open). Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• HVST and ZYAU share 49 companies35.3%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

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.

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.