VSO vs IESG vs ALFA

VSO
IESG
ALFA
Add an ETF to compare

VSO, IESG and ALFA hold at least 229 companies between them. 11 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 IESG ALFA

FundVanguardiSharesVanEck

Asset classASX sharesASX sharesASX shares

Fee a year0.30%0.09%0.39%

Fund size$1.1b$435.0m$28.0m

Holdings1909671

1Y price return−10.1%−8.6%−6.6%

Distribution yield4.88%2.63%0.87%

Look-through coverage98.1%99.0%99.8%

Return, last year

change since the start

share of each fund

VSO
IESG
ALFA

CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3VSOnot heldIESG12.4%ALFA5.1%
BHP BHP GROUP LIMITEDIn 1 of 3VSOnot heldIESGnot heldALFA11.1%
MQG MACQUARIE GROUP LIMITEDIn 2 of 3VSOnot heldIESG8.0%ALFA5.0%
CSL CSL LIMITEDIn 2 of 3VSOnot heldIESG7.8%ALFA0.8%
WES WESFARMERS LIMITEDIn 2 of 3VSOnot heldIESG7.5%ALFA0.8%

and 219 more companies the funds hold

How alike they are

Keep going

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