IHD vs ALFA vs IOZ

IHD
ALFA
IOZ
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IHD, ALFA and IOZ hold at least 216 companies between them. 14 are in every one of them, and ALFA and IOZ are the most alike: 53% of each is the same companies.

Side by side

IHD ALFA IOZ

FundiSharesVanEckiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.39%0.05%

Fund size$367.0m$28.0m$8.2b

Holdings5571206

1Y price return+1.3%−6.1%−2.7%

Distribution yield4.29%0.87%3.54%

Look-through coverage99.2%99.8%99.1%

Return, last year

change since the start

share of each fund

IHD
ALFA
IOZ

BHP BHP GROUP LIMITEDIn all 3IHD10.3%ALFA11.1%IOZ11.6%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3IHD10.3%ALFA5.7%IOZ4.4%
RIO RIO TINTO LIMITEDIn all 3IHD10.3%ALFA0.8%IOZ2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3IHD9.6%ALFA1.3%IOZ4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3IHDnot heldALFA5.1%IOZ9.5%

and 206 more companies the funds hold

How alike they are

Keep going

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