ALFA vs IHD vs IOZ

ALFA
IHD
IOZ
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ALFA, IHD and IOZ hold at least 216 companies between them. 14 are in every one of them, and ALFA and IOZ are the most alike: 53% of each is the same companies.

Side by side

ALFA IHD IOZ

FundVanEckiSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.39%0.23%0.05%

Fund size$28.0m$367.0m$8.2b

Holdings7155206

1Y price return−6.6%−0.5%−4.1%

Distribution yield0.87%4.29%3.54%

Look-through coverage99.8%99.2%99.1%

Return, last year

change since the start

share of each fund

ALFA
IHD
IOZ

BHP BHP GROUP LIMITEDIn all 3ALFA11.1%IHD10.3%IOZ11.6%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3ALFA5.7%IHD10.3%IOZ4.4%
RIO RIO TINTO LIMITEDIn all 3ALFA0.8%IHD10.3%IOZ2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3ALFA1.3%IHD9.6%IOZ4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3ALFA5.1%IHDnot heldIOZ9.5%

and 206 more companies the funds hold

How alike they are

Keep going

See ALFA + IHD + IOZ as one portfolioEvery company, where you'd own it twice What moved ALFA this monthIts biggest gains and falls, by company Why BHP GROUP LIMITED moved latelyThe biggest company in both