Compare SFY · ALFA · ISO

SFY, ALFA and ISO hold 256 companies between them. None is in every one of them, and SFY and ALFA are the most alike: 56.8% of each is the same companies.

• Materials
• Financials
• Industrials
• Energy
• Consumer Discretionary
• Everything else

• BHPBHP GROUP LIMITEDIn 2 of 3SFY14.6%ALFA11.1%ISOnot held
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 2 of 3SFY11.9%ALFA5.1%ISOnot held
• NABNATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3SFY5.8%ALFA1.3%ISOnot held
• WBCWESTPAC BANKING CORPORATIONIn 2 of 3SFY5.7%ALFA1.2%ISOnot held
• ANZANZ GROUP HOLDINGS LIMITEDIn 2 of 3SFY5.5%ALFA5.7%ISOnot held
• MQGMACQUARIE GROUP LIMITEDIn 2 of 3SFY4.0%ALFA5.0%ISOnot held
• CSLCSL LIMITEDIn 2 of 3SFY4.2%ALFA0.8%ISOnot held
• WDSWOODSIDE ENERGY GROUP LTDIn 2 of 3SFY2.8%ALFA4.1%ISOnot held
• WESWESFARMERS LIMITEDIn 2 of 3SFY4.0%ALFA0.8%ISOnot held
• WOWWOOLWORTHS GROUP LIMITEDIn 2 of 3SFY2.2%ALFA3.8%ISOnot held

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.

• SFY and ALFA share 30 companies56.8%
• SFY and ISO share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ALFA and ISO share 13 companies9.2%
  A floor, not a measurement: one of these funds is not fully resolved to individual 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.