SFY vs AQLT vs ALFA vs IHD
SFY, AQLT, ALFA and IHD hold 122 companies between them. 7 are in every one of them, and SFY and ALFA are the most alike: 57% of each is the same companies.
Side by side
FundState StreetBetaSharesVanEckiShares
Asset classASX sharesASX sharesASX sharesASX shares
Fee a year0.20%0.35%0.39%0.23%
Fund size$732.9m$1.1b$28.0m$367.0m
Holdings50417155
1Y price return+0.7%only priced since 2026-03-26−0.1%−6.6%−0.5%
Distribution yieldNot yet4.14%0.87%4.29%
Look-through coverage100.0%99.4%99.8%99.2%
Return, last year
change since the start
share of each fund
- SFY
- AQLT
- ALFA
- IHD
- BHP BHP GROUP LIMITEDIn all 4SFY14.6%AQLT4.6%ALFA11.1%IHD10.3%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 3 of 4SFY11.9%AQLT4.9%ALFA5.1%IHDnot held
- ANZ ANZ GROUP HOLDINGS LIMITEDIn all 4SFY5.5%AQLT4.1%ALFA5.7%IHD10.3%
- RIO RIO TINTO LIMITEDIn 3 of 4SFY2.9%AQLTnot heldALFA0.8%IHD10.3%
- CSL CSL LIMITEDIn 3 of 4SFY4.2%AQLT9.6%ALFA0.8%IHDnot held
and 112 more companies the funds hold