IHD vs EX20 vs IOZ

IHD
EX20
IOZ
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IHD, EX20 and IOZ hold at least 218 companies between them. 29 are in every one of them, and IHD and IOZ are the most alike: 37% of each is the same companies.

Side by side

IHD EX20 IOZ

FundiSharesBetaSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.25%0.05%

Fund size$367.0m$644.0m$8.2b

Holdings55181206

1Y price return−0.5%−10.7%−4.1%

Distribution yield4.29%2.86%3.54%

Look-through coverage99.2%98.5%99.1%

Return, last year

change since the start

share of each fund

IHD
EX20
IOZ

BHP BHP GROUP LIMITEDIn 2 of 3IHD10.3%EX20not heldIOZ11.6%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3IHD10.3%EX20not heldIOZ4.4%
RIO RIO TINTO LIMITEDIn 2 of 3IHD10.3%EX20not heldIOZ2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3IHD9.6%EX20not heldIOZ4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3IHDnot heldEX20not heldIOZ9.5%

and 208 more companies the funds hold

How alike they are

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