Compare IOZ · GEAR · STW

IOZ, GEAR and STW hold 200 companies between them. 197 are in every one of them, and GEAR and STW are the most alike: 99.2% of each is the same companies.

• Financials
• Materials
• Health Care
• Industrials
• Consumer Discretionary
• Everything else

• BHPBHP GROUP LIMITEDIn all 3IOZ11.6%GEAR11.7%STW11.7%
• CBACOMMONWEALTH BANK OF AUSTRALIA.In all 3IOZ9.5%GEAR9.5%STW9.5%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 3IOZ4.6%GEAR4.6%STW4.6%
• WBCWESTPAC BANKING CORPORATIONIn all 3IOZ4.5%GEAR4.5%STW4.5%
• ANZANZ GROUP HOLDINGS LIMITEDIn all 3IOZ4.4%GEAR4.4%STW4.4%
• CSLCSL LIMITEDIn all 3IOZ3.3%GEAR3.3%STW3.3%
• MQGMACQUARIE GROUP LIMITEDIn all 3IOZ3.2%GEAR3.2%STW3.2%
• WESWESFARMERS LIMITEDIn all 3IOZ3.2%GEAR3.2%STW3.2%
• RIORIO TINTO LIMITEDIn all 3IOZ2.3%GEAR2.3%STW2.3%
• WDSWOODSIDE ENERGY GROUP LTDIn all 3IOZ2.3%GEAR2.3%STW2.3%

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.

• IOZ and GEAR share 200 companies99.0%
  IOZ and GEAR hold 99% the same companies.A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• IOZ and STW share 197 companies98.5%
  IOZ and STW hold 98% the same companies.A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GEAR and STW share 197 companies99.2%
  GEAR and STW hold 99% the same 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.