ALFA vs IHD vs VHY

ALFA
IHD
VHY
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ALFA, IHD and VHY hold 117 companies between them. 14 are in every one of them, and ALFA and VHY are the most alike: 58% of each is the same companies.

Side by side

ALFA IHD VHY

FundVanEckiSharesVanguard

Asset classASX sharesASX sharesASX shares

Fee a year0.39%0.23%0.25%

Fund size$28.0m$367.0m$7.0b

Holdings715593

1Y price return−6.1%+1.3%+6.2%

Distribution yield0.87%4.29%3.73%

Look-through coverage99.8%99.2%99.7%

Return, last year

change since the start

share of each fund

ALFA
IHD
VHY

BHP BHP GROUP LIMITEDIn all 3ALFA11.1%IHD10.3%VHY10.4%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3ALFA5.7%IHD10.3%VHY5.8%
RIO RIO TINTO LIMITEDIn all 3ALFA0.8%IHD10.3%VHY5.6%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3ALFA1.3%IHD9.6%VHY6.1%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3ALFA5.1%IHDnot heldVHY9.5%

and 107 more companies the funds hold

How alike they are

Keep going

See ALFA + IHD + VHY 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