GEAR vs AECV vs IHD

GEAR
AECV
IHD
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GEAR, AECV and IHD hold 217 companies between them. 37 are in every one of them, and GEAR and AECV are the most alike: 91% of each is the same companies.

Side by side

GEAR AECV IHD

FundBetaSharesBetaSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.78%0.85%0.23%

Fund size--$38.6m$367.0m

Holdings20118455

1Y price return−7.3%--−0.5%

Distribution yield1.89%Not yet4.29%

Look-through coverage100.0%99.4%99.2%

Return, last year

change since the start

share of each fund

GEAR
AECV
IHD

BHP BHP GROUP LIMITEDIn all 3GEAR11.7%AECV11.8%IHD10.3%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3GEAR4.4%AECV4.4%IHD10.3%
RIO RIO TINTO LIMITEDIn all 3GEAR2.3%AECV2.3%IHD10.3%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3GEAR9.5%AECV9.6%IHDnot held
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3GEAR4.6%AECV4.7%IHD9.6%

and 207 more companies the funds hold

How alike they are

Keep going

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