ALFA vs STW vs IHD

ALFA
STW
IHD
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ALFA, STW and IHD hold 213 companies between them. 14 are in every one of them, and ALFA and STW are the most alike: 53% of each is the same companies.

Side by side

ALFA STW IHD

FundVanEckState StreetiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.39%0.05%0.23%

Fund size$28.0m$6.8b$367.0m

Holdings7120255

1Y price return−6.1%+1.0%only priced since 2026-03-26+1.3%

Distribution yield0.87%Not yet4.29%

Look-through coverage99.8%99.6%99.2%

Return, last year

change since the start

share of each fund

ALFA
STW
IHD

BHP BHP GROUP LIMITEDIn all 3ALFA11.1%STW11.7%IHD10.3%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3ALFA5.7%STW4.4%IHD10.3%
RIO RIO TINTO LIMITEDIn all 3ALFA0.8%STW2.3%IHD10.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3ALFA1.3%STW4.6%IHD9.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3ALFA5.1%STW9.5%IHDnot held

and 203 more companies the funds hold

How alike they are

Keep going

See ALFA + STW + IHD 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