Compare IESG · GRNV · ALFA

IESG, GRNV and ALFA hold 145 companies between them. 17 are in every one of them, and IESG and GRNV are the most alike: 56.8% of each is the same companies.

• Financials
• Materials
• Industrials
• Health Care
• Real Estate
• Everything else

• CBACOMMONWEALTH BANK OF AUSTRALIA.In all 3IESG12.4%GRNV4.9%ALFA5.1%
• BHPBHP GROUP LIMITEDIn 1 of 3IESGnot heldGRNVnot heldALFA11.1%
• MQGMACQUARIE GROUP LIMITEDIn all 3IESG8.0%GRNV5.1%ALFA5.0%
• CSLCSL LIMITEDIn all 3IESG7.8%GRNV5.7%ALFA0.8%
• WESWESFARMERS LIMITEDIn 2 of 3IESG7.5%GRNVnot heldALFA0.8%
• ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3IESGnot heldGRNVnot heldALFA5.7%
• WBCWESTPAC BANKING CORPORATIONIn 2 of 3IESGnot heldGRNV5.3%ALFA1.2%
• TCLTRANSURBAN GROUPIn all 3IESG3.6%GRNV4.8%ALFA2.8%
• QBEQBE INSURANCE GROUP LIMITEDIn all 3IESG3.1%GRNV4.8%ALFA2.9%
• GMGGOODMAN GROUPIn 1 of 3IESG4.6%GRNVnot heldALFAnot held

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.

• IESG and GRNV share 50 companies56.8%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• IESG and ALFA share 26 companies38.9%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GRNV and ALFA share 20 companies37.0%

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.