IHD vs ISO vs GEAR

IHD
ISO
GEAR
Add an ETF to compare

IHD, ISO and GEAR hold at least 299 companies between them. 18 are in every one of them, and IHD and GEAR are the most alike: 37% of each is the same companies.

Side by side

IHD ISO GEAR

FundiSharesiSharesBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.55%0.78%

Fund size$367.0m$181.0m--

Holdings55210201

1Y price return+1.3%−16.9%−7.1%

Distribution yield4.29%4.48%1.89%

Look-through coverage99.2%98.8%100.0%

Return, last year

change since the start

share of each fund

IHD
ISO
GEAR

BHP BHP GROUP LIMITEDIn 2 of 3IHD10.3%ISOnot heldGEAR11.7%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3IHD10.3%ISOnot heldGEAR4.4%
RIO RIO TINTO LIMITEDIn 2 of 3IHD10.3%ISOnot heldGEAR2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3IHD9.6%ISOnot heldGEAR4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3IHDnot heldISOnot heldGEAR9.5%

and 289 more companies the funds hold

How alike they are

Keep going

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