IHD vs AQTY vs EX20 vs VAS

IHD
AQTY
EX20
VAS
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IHD, AQTY, EX20 and VAS hold at least 315 companies between them. 10 are in every one of them, and AQTY and VAS are the most alike: 54% of each is the same companies.

Side by side

IHD AQTY EX20 VAS

FundiSharesVanEckBetaSharesVanguard

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.23%0.35%0.25%0.07%

Fund size$367.0m--$644.0m$23.3b

Holdings5551181322

1Y price return−0.5%−9.6%−10.7%−3.0%

Distribution yield4.29%4.87%2.86%3.22%

Look-through coverage99.2%99.9%98.5%99.5%

Return, last year

change since the start

share of each fund

IHD
AQTY
EX20
VAS

BHP BHP GROUP LIMITEDIn 3 of 4IHD10.3%AQTY6.2%EX20not heldVAS11.9%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 3 of 4IHD10.3%AQTY7.9%EX20not heldVAS4.0%
RIO RIO TINTO LIMITEDIn 3 of 4IHD10.3%AQTY2.4%EX20not heldVAS2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 3 of 4IHD9.6%AQTY5.4%EX20not heldVAS4.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 4IHDnot heldAQTY3.9%EX20not heldVAS9.5%

and 305 more companies the funds hold

How alike they are

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