IHD vs ISO vs IOZ

IHD
ISO
IOZ
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IHD, ISO and IOZ hold at least 299 companies between them. 18 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 ISO IOZ

FundiSharesiSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.55%0.05%

Fund size$367.0m$181.0m$8.2b

Holdings55210206

1Y price return−0.5%−17.0%−4.1%

Distribution yield4.29%4.48%3.54%

Look-through coverage99.2%98.8%99.1%

Return, last year

change since the start

share of each fund

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

and 289 more companies the funds hold

How alike they are

Keep going

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