ISO vs AUST vs GEAR

ISO
AUST
GEAR
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ISO, AUST and GEAR hold at least 299 companies between them. 100 are in every one of them, and AUST and GEAR are the most alike: 98% of each is the same companies.

Side by side

ISO AUST GEAR

FundiSharesBetaSharesBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.55%0.49%0.78%

Fund size$181.0m----

Holdings210201201

1Y price return−16.9%−4.2%−7.1%

Distribution yield4.48%3.07%1.89%

Look-through coverage98.8%98.2%100.0%

Return, last year

change since the start

share of each fund

ISO
AUST
GEAR

BHP BHP GROUP LIMITEDIn 2 of 3ISOnot heldAUST11.5%GEAR11.7%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3ISOnot heldAUST9.4%GEAR9.5%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3ISOnot heldAUST4.5%GEAR4.6%
WBC WESTPAC BANKING CORPORATIONIn 2 of 3ISOnot heldAUST4.5%GEAR4.5%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3ISOnot heldAUST4.3%GEAR4.4%

and 289 more companies the funds hold

How alike they are

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