Compare IHD · ALFA · ZYAU

IHD, ALFA and ZYAU hold 96 companies between them. 12 are in every one of them, and IHD and ZYAU are the most alike: 70.3% of each is the same companies.

• Financials
• Materials
• Industrials
• Energy
• Communication Services
• Everything else

• BHPBHP GROUP LIMITEDIn 2 of 3IHD10.3%ALFA11.1%ZYAUnot held
• ANZANZ GROUP HOLDINGS LIMITEDIn all 3IHD10.3%ALFA5.7%ZYAU11.0%
• RIORIO TINTO LIMITEDIn all 3IHD10.3%ALFA0.8%ZYAU7.7%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 3IHD9.6%ALFA1.3%ZYAU10.1%
• WBCWESTPAC BANKING CORPORATIONIn all 3IHD9.2%ALFA1.2%ZYAU9.8%
• WDSWOODSIDE ENERGY GROUP LTDIn 2 of 3IHDnot heldALFA4.1%ZYAU8.5%
• TCLTRANSURBAN GROUPIn all 3IHD7.7%ALFA2.8%ZYAU5.4%
• TLSTELSTRA GROUP LIMITEDIn all 3IHD5.8%ALFA2.3%ZYAU6.5%
• FMGFORTESCUE LTDIn all 3IHD5.2%ALFA2.2%ZYAU3.3%
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3IHDnot heldALFA5.1%ZYAUnot held

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• IHD and ZYAU share 32 companies70.3%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• IHD and ALFA share 15 companies37.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ALFA and ZYAU share 18 companies35.7%

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.