MVOL vs IESG vs AQLT vs ALFA

MVOL
IESG
AQLT
ALFA
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MVOL, IESG, AQLT and ALFA hold at least 157 companies between them. 6 are in every one of them, and MVOL and ALFA are the most alike: 59% of each is the same companies.

Side by side

MVOL IESG AQLT ALFA

FundiSharesiSharesBetaSharesVanEck

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.30%0.09%0.35%0.39%

Fund size$29.0m$435.0m$1.1b$28.0m

Holdings99964171

1Y price return−1.1%−8.6%−0.1%−6.6%

Distribution yield3.10%2.63%4.14%0.87%

Look-through coverage99.1%99.0%99.4%99.8%

Return, last year

change since the start

share of each fund

MVOL
IESG
AQLT
ALFA

CBA COMMONWEALTH BANK OF AUSTRALIA.In all 4MVOL2.3%IESG12.4%AQLT4.9%ALFA5.1%
BHP BHP GROUP LIMITEDIn 3 of 4MVOL6.0%IESGnot heldAQLT4.6%ALFA11.1%
CSL CSL LIMITEDIn all 4MVOL1.1%IESG7.8%AQLT9.6%ALFA0.8%
MQG MACQUARIE GROUP LIMITEDIn all 4MVOL3.1%IESG8.0%AQLT3.5%ALFA5.0%
WES WESFARMERS LIMITEDIn all 4MVOL3.4%IESG7.5%AQLT5.7%ALFA0.8%

and 147 more companies the funds hold

How alike they are

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See MVOL + IESG + AQLT + ALFA as one portfolioEvery company, where you'd own it twice What moved MVOL this monthIts biggest gains and falls, by company Why COMMONWEALTH BANK OF AUSTRALIA. moved latelyThe biggest company in both