OZF vs. IESG ETF Comparison

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OZF vs. IESG ETF Comparison

Comparison of SPDR S&P/ASX 200 Financials Ex A-Reit Fund (OZF) to iShares Core MSCI Australia ESG Leaders ETF (IESG)

OZF

SPDR S&P/ASX 200 Financials Ex A-Reit Fund

OZF Description

Tracks the return of the S&P/ASX 200 Financials Ex-A-REIT Index

Grade (RS Rating)

Last Trade

$23.70

Average Daily Volume

18,905

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IESG

iShares Core MSCI Australia ESG Leaders ETF

IESG Description

iShares Core MSCI Australia ESG Leaders ETF is an exchange traded fund incorporated in Australia. The Fund seeks to achieve its objective by tracking the performance of the MSCI Australia IMI Custom ESG Leaders Index.

Grade (RS Rating)

Last Trade

$28.23

Average Daily Volume

12,321

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	OZF	IESG
30 Days	-3.03%	-4.66%
60 Days	-0.67%	-1.88%
90 Days	3.81%	0.61%
12 Months	16.29%	11.10%

3 Overlapping Holdings

Symbol	Grade	Weight in OZF	Weight in IESG	Overlap
CBA	B	27.99%	11.15%	11.15%
MQG	B	9.95%	6.94%	6.94%
QBE	A	3.76%	2.58%	2.58%

OZF Overweight 7 Positions Relative to IESG

Symbol	Grade	Weight
NAB	B	14.98%
WBC	B	12.68%
ANZ	B	12.24%
SUN	A	2.89%
IAG	A	2.15%
ASX	C	1.78%
MPL	D	1.43%

OZF Underweight 6 Positions Relative to IESG

Symbol	Grade	Weight
CSL	B	-9.75%
WES	B	-7.38%
GMG	A	-5.5%
FMG	B	-4.14%
TCL	D	-3.91%
BXB	C	-2.14%