IHD vs STW

  • IHD
  • STW

IHD and STW hold at least 209 companies between them. 38 are in both, and 37% of each fund is the same companies.

In both · 37%IHD only · 63%

Side by side

IHDSTW
FundiSharesState Street
Asset classASX sharesASX shares
Fee a year0.23%0.05%
Fund size$367.0m$6.8b
Holdings55202
1Y price return−0.5%+1.0%only priced since 2026-03-26
Distribution yield4.29%Not yet
Look-through coverage99.2%99.6%

Return, last year

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

and 199 more companies the funds hold

How alike they are

Keep going

See IHD + STW 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