IHD vs ALFA vs EX20 vs VAS

  • IHD
  • ALFA
  • EX20
  • VAS

IHD, ALFA, EX20 and VAS hold at least 315 companies between them. 6 are in every one of them, and ALFA and VAS are the most alike: 52% of each is the same companies.

Side by side

FundiSharesVanEckBetaSharesVanguard
Asset classASX sharesASX sharesASX sharesASX shares
Fee a year0.23%0.39%0.25%0.07%
Fund size$367.0m$28.0m$644.0m$23.3b
Holdings5571181322
1Y price return−0.5%−6.6%−10.7%−3.0%
Distribution yield4.29%0.87%2.86%3.22%
Look-through coverage99.2%99.8%98.5%99.5%

Return, last year

change since the start
share of each fund
  • IHD
  • ALFA
  • EX20
  • VAS

and 305 more companies the funds hold

How alike they are

Show the other 2

Keep going

See IHD + ALFA + EX20 + VAS as one portfolioEvery company, where you'd own it twiceWhat moved IHD this monthIts biggest gains and falls, by company