Compare HYLD · ALFA · AQTY

HYLD, ALFA and AQTY hold 89 companies between them. 21 are in every one of them, and ALFA and AQTY are the most alike: 63.5% of each is the same companies.

• Financials
• Materials
• Energy
• Industrials
• Consumer Discretionary
• Everything else

• BHPBHP GROUP LIMITEDIn all 3HYLD10.3%ALFA11.1%AQTY6.2%
• ANZANZ GROUP HOLDINGS LIMITEDIn all 3HYLD10.0%ALFA5.7%AQTY7.9%
• WBCWESTPAC BANKING CORPORATIONIn all 3HYLD9.6%ALFA1.2%AQTY7.3%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 3HYLD9.6%ALFA1.3%AQTY5.4%
• WDSWOODSIDE ENERGY GROUP LTDIn all 3HYLD7.5%ALFA4.1%AQTY2.3%
• WESWESFARMERS LIMITEDIn all 3HYLD4.2%ALFA0.8%AQTY7.4%
• CSLCSL LIMITEDIn 2 of 3HYLDnot heldALFA0.8%AQTY6.5%
• RIORIO TINTO LIMITEDIn all 3HYLD5.2%ALFA0.8%AQTY2.4%
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 2 of 3HYLDnot heldALFA5.1%AQTY3.9%
• MQGMACQUARIE GROUP LIMITEDIn all 3HYLD4.8%ALFA5.0%AQTY4.6%

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.

• HYLD and AQTY share 25 companies61.5%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• HYLD and ALFA share 23 companies51.2%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ALFA and AQTY share 34 companies63.5%

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.