IHD vs IOZ vs ALFA

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

Side by side

IHD IOZ ALFA

FundiSharesiSharesVanEck

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.05%0.39%

Fund size$367.0m$8.2b$28.0m

Holdings5520671

1Y price return−0.5%−4.1%−6.6%

Distribution yield4.29%3.54%0.87%

Look-through coverage99.2%99.1%99.8%

Return, last year

change since the start

share of each fund

IHD
IOZ
ALFA

BHP BHP GROUP LIMITEDIn all 3IHD10.3%IOZ11.6%ALFA11.1%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3IHD10.3%IOZ4.4%ALFA5.7%
RIO RIO TINTO LIMITEDIn all 3IHD10.3%IOZ2.3%ALFA0.8%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3IHD9.6%IOZ4.6%ALFA1.3%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3IHDnot heldIOZ9.5%ALFA5.1%

and 206 more companies the funds hold

How alike they are

Keep going

See IHD + IOZ + ALFA 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