ISO vs GEAR

  • ISO
  • GEAR

ISO and GEAR hold at least 299 companies between them. 100 are in both, and 8% of each fund is the same companies.

In both · 8%ISO only · 92%

Side by side

FundiSharesBetaShares
Asset classASX sharesASX shares
Fee a year0.55%0.78%
Fund size$181.0m--
Holdings210201
1Y price return−16.9%−7.1%
Distribution yield4.48%1.89%
Look-through coverage98.8%100.0%

Return, last year

change since the start
share of each fund
  • ISO
  • GEAR

and 289 more companies the funds hold

How alike they are

Keep going

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