IHD vs QOZ

  • IHD
  • QOZ

IHD and QOZ hold at least 201 companies between them. 45 are in both, and 40% of each fund is the same companies.

In both · 40%IHD only · 60%

Side by side

IHDQOZ
FundiSharesBetaShares
Asset classASX sharesASX shares
Fee a year0.23%0.40%
Fund size$367.0m$1.1b
Holdings55197
1Y price return+1.3%+6.8%
Distribution yield4.28%3.83%
Look-through coverage99.2%99.4%

Return, last year

change since the start
share of each fund
  • IHD
  • QOZ

and 191 more companies the funds hold

How alike they are

Keep going

See IHD + QOZ as one portfolioEvery company, where you'd own it twiceWhat moved IHD this monthIts biggest gains and falls, by companyWhy BHP GROUP LIMITED moved latelyThe biggest company in both