GEAR vs IHD vs ISO vs IOZ

GEAR
IHD
ISO
IOZ
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GEAR, IHD, ISO and IOZ hold at least 299 companies between them. 18 are in every one of them, and GEAR and IOZ are the most alike: 99% of each is the same companies.

Side by side

GEAR IHD ISO IOZ

FundBetaSharesiSharesiSharesiShares

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.78%0.23%0.55%0.05%

Fund size--$367.0m$181.0m$8.2b

Holdings20155210206

1Y price return−7.3%−0.5%−17.0%−4.1%

Distribution yield1.89%4.29%4.48%3.54%

Look-through coverage100.0%99.2%98.8%99.1%

Return, last year

change since the start

share of each fund

GEAR
IHD
ISO
IOZ

BHP BHP GROUP LIMITEDIn 3 of 4GEAR11.7%IHD10.3%ISOnot heldIOZ11.6%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 3 of 4GEAR4.4%IHD10.3%ISOnot heldIOZ4.4%
RIO RIO TINTO LIMITEDIn 3 of 4GEAR2.3%IHD10.3%ISOnot heldIOZ2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 3 of 4GEAR4.6%IHD9.6%ISOnot heldIOZ4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 4GEAR9.5%IHDnot heldISOnot heldIOZ9.5%

and 289 more companies the funds hold

How alike they are

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See GEAR + IHD + ISO + IOZ as one portfolioEvery company, where you'd own it twice What moved GEAR this monthIts biggest gains and falls, by company