ISO vs QOZ
ISO and QOZ hold at least 304 companies between them. 91 are in both, and 9% of each fund is the same companies.
In both · 9%ISO only · 91%
Side by side
Return, last year
change since the start
share of each fund
- ISO
- QOZ
- BHP BHP GROUP LIMITEDIn 1 of 2ISOnot heldQOZ13.5%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 2ISOnot heldQOZ5.8%
- ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 2ISOnot heldQOZ5.0%
- WBC WESTPAC BANKING CORPORATIONIn 1 of 2ISOnot heldQOZ4.6%
- NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 2ISOnot heldQOZ4.3%
and 294 more companies the funds hold