VSO vs IESG vs AQTY vs ISO

VSO
IESG
AQTY
ISO
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VSO, IESG, AQTY and ISO hold at least 288 companies between them. 7 are in every one of them, and IESG and AQTY are the most alike: 43% of each is the same companies.

Side by side

VSO IESG AQTY ISO

FundVanguardiSharesVanEckiShares

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.30%0.09%0.35%0.55%

Fund size$1.1b$435.0m--$181.0m

Holdings1909651210

1Y price return−8.8%−5.1%−10.0%−16.9%

Distribution yield4.88%2.63%4.87%4.48%

Look-through coverage98.1%99.0%99.9%98.8%

Return, last year

change since the start

share of each fund

VSO
IESG
AQTY
ISO

CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 4VSOnot heldIESG12.4%AQTY3.9%ISOnot held
MQG MACQUARIE GROUP LIMITEDIn 2 of 4VSOnot heldIESG8.0%AQTY4.6%ISOnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 4VSOnot heldIESGnot heldAQTY7.9%ISOnot held
CSL CSL LIMITEDIn 2 of 4VSOnot heldIESG7.8%AQTY6.5%ISOnot held
WES WESFARMERS LIMITEDIn 2 of 4VSOnot heldIESG7.5%AQTY7.4%ISOnot held

and 278 more companies the funds hold

How alike they are

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