IHD vs QOZ vs SSO

IHD
QOZ
SSO
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IHD, QOZ and SSO hold at least 304 companies between them. 25 are in every one of them, and IHD and QOZ are the most alike: 40% of each is the same companies.

Side by side

IHD QOZ SSO

FundiSharesBetaSharesState Street

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.40%0.50%

Fund size$367.0m$1.1b$27.8m

Holdings55197206

1Y price return+1.3%+6.8%−2.3%only priced since 2026-09-25

Distribution yield4.29%3.85%Not yet

Look-through coverage99.2%99.4%98.9%

Return, last year

change since the start

share of each fund

BHP BHP GROUP LIMITEDIn 2 of 3IHD10.3%QOZ13.5%SSOnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3IHD10.3%QOZ5.0%SSOnot held
RIO RIO TINTO LIMITEDIn 2 of 3IHD10.3%QOZ2.6%SSOnot held
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3IHD9.6%QOZ4.3%SSOnot held
WBC WESTPAC BANKING CORPORATIONIn 2 of 3IHD9.2%QOZ4.6%SSOnot held

and 294 more companies the funds hold

How alike they are

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