Compare SYI · GMVW
SYI and GMVW hold 104 companies between them. 26 are in both, and 30.6% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Financials
- Materials
- Health Care
- Industrials
- Communication Services
- Everything else
- CSLCSL LIMITEDIn all 2SYI12.5%GMVW1.4%
- ANZANZ GROUP HOLDINGS LIMITEDIn all 2SYI10.1%GMVW1.4%
- NABNATIONAL AUSTRALIA BANK LIMITEDIn all 2SYI9.9%GMVW1.4%
- WBCWESTPAC BANKING CORPORATIONIn all 2SYI9.0%GMVW1.4%
- TLSTELSTRA GROUP LIMITEDIn all 2SYI7.6%GMVW1.4%
- QBEQBE INSURANCE GROUP LIMITEDIn all 2SYI5.0%GMVW1.4%
- COLCOLES GROUP LIMITED.In all 2SYI4.4%GMVW1.4%
- STOSANTOS LIMITEDIn all 2SYI3.9%GMVW1.4%
- EVNEVOLUTION MINING LIMITEDIn all 2SYI3.8%GMVW1.2%
- CPUCOMPUTERSHARE LIMITED.In all 2SYI3.0%GMVW1.4%
What each fund is in
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.
What SYI already gives you
- SYI and GMVW share 26 companies30.6%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.
What each fund changed
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.