IOZ vs G200 vs STW

IOZ
G200
STW
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IOZ, G200 and STW hold at least 208 companies between them. 189 are in every one of them, and IOZ and STW are the most alike: 98% of each is the same companies.

Side by side

IOZ G200 STW

FundiSharesBetaSharesState Street

Asset classASX sharesASX sharesASX shares

Fee a year0.05%0.35%0.05%

Fund size$8.2b--$6.8b

Holdings2062202

1Y price return−2.7%−3.3%+1.0%only priced since 2026-03-26

Distribution yield3.54%1.77%Not yet

Look-through coverage99.1%98.7%99.6%

Return, last year

change since the start

share of each fund

IOZ
G200
STW

BHP BHP GROUP LIMITEDIn all 3IOZ11.6%G20011.7%STW11.7%
CBA COMMONWEALTH BANK OF AUSTRALIA.In all 3IOZ9.5%G2009.5%STW9.5%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3IOZ4.6%G2004.6%STW4.6%
WBC WESTPAC BANKING CORPORATIONIn all 3IOZ4.5%G2004.5%STW4.5%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3IOZ4.4%G2004.4%STW4.4%

and 198 more companies the funds hold

How alike they are

Keep going

See IOZ + G200 + STW as one portfolioEvery company, where you'd own it twice What moved IOZ this monthIts biggest gains and falls, by company Why BHP GROUP LIMITED moved latelyThe biggest company in both