VSO vs AQLT vs IESG vs ALFA

VSO
AQLT
IESG
ALFA
Add an ETF to compare

VSO, AQLT, IESG and ALFA hold at least 234 companies between them. 2 are in every one of them, and IESG and ALFA are the most alike: 39% of each is the same companies.

Side by side

VSO AQLT IESG ALFA

FundVanguardBetaSharesiSharesVanEck

Asset classASX sharesASX sharesASX sharesASX shares

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

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

Holdings190419671

1Y price return−10.1%−0.1%−8.6%−6.6%

Distribution yield4.88%4.14%2.63%0.87%

Look-through coverage98.1%99.4%99.0%99.8%

Return, last year

change since the start

share of each fund

VSO
AQLT
IESG
ALFA

CBA COMMONWEALTH BANK OF AUSTRALIA.In 3 of 4VSOnot heldAQLT4.9%IESG12.4%ALFA5.1%
BHP BHP GROUP LIMITEDIn 2 of 4VSOnot heldAQLT4.6%IESGnot heldALFA11.1%
CSL CSL LIMITEDIn 3 of 4VSOnot heldAQLT9.6%IESG7.8%ALFA0.8%
MQG MACQUARIE GROUP LIMITEDIn 3 of 4VSOnot heldAQLT3.5%IESG8.0%ALFA5.0%
WES WESFARMERS LIMITEDIn 3 of 4VSOnot heldAQLT5.7%IESG7.5%ALFA0.8%

and 224 more companies the funds hold

How alike they are

Show the other 2

Keep going

See VSO + AQLT + IESG + ALFA as one portfolioEvery company, where you'd own it twice What moved VSO this monthIts biggest gains and falls, by company