IESG vs ALFA vs AQTY vs ISO

IESG
ALFA
AQTY
ISO
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IESG, ALFA, AQTY and ISO hold at least 271 companies between them. 2 are in every one of them, and ALFA and AQTY are the most alike: 64% of each is the same companies.

Side by side

IESG ALFA AQTY ISO

FundiSharesVanEckVanEckiShares

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.09%0.39%0.35%0.55%

Fund size$435.0m$28.0m--$181.0m

Holdings967151210

1Y price return−8.6%−6.6%−9.6%−17.0%

Distribution yield2.63%0.87%4.87%4.48%

Look-through coverage99.0%99.8%99.9%98.8%

Return, last year

change since the start

share of each fund

IESG
ALFA
AQTY
ISO

CBA COMMONWEALTH BANK OF AUSTRALIA.In 3 of 4IESG12.4%ALFA5.1%AQTY3.9%ISOnot held
BHP BHP GROUP LIMITEDIn 2 of 4IESGnot heldALFA11.1%AQTY6.2%ISOnot held
MQG MACQUARIE GROUP LIMITEDIn 3 of 4IESG8.0%ALFA5.0%AQTY4.6%ISOnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 4IESGnot heldALFA5.7%AQTY7.9%ISOnot held
CSL CSL LIMITEDIn 3 of 4IESG7.8%ALFA0.8%AQTY6.5%ISOnot held

and 261 more companies the funds hold

How alike they are

Show the other 2

Keep going

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