IHD vs STW vs GEAR

IHD
STW
GEAR
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IHD, STW and GEAR hold 212 companies between them. 38 are in every one of them, and STW and GEAR are the most alike: 99% of each is the same companies.

Side by side

IHD STW GEAR

FundiSharesState StreetBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.05%0.78%

Fund size$367.0m$6.8b--

Holdings55202201

1Y price return+1.3%+1.0%only priced since 2026-03-26−7.1%

Distribution yield4.29%Not yet1.89%

Look-through coverage99.2%99.6%100.0%

Return, last year

change since the start

share of each fund

IHD
STW
GEAR

BHP BHP GROUP LIMITEDIn all 3IHD10.3%STW11.7%GEAR11.7%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3IHD10.3%STW4.4%GEAR4.4%
RIO RIO TINTO LIMITEDIn all 3IHD10.3%STW2.3%GEAR2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3IHD9.6%STW4.6%GEAR4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3IHDnot heldSTW9.5%GEAR9.5%

and 202 more companies the funds hold

How alike they are

Keep going

See IHD + STW + GEAR as one portfolioEvery company, where you'd own it twice What moved IHD this monthIts biggest gains and falls, by company Why BHP GROUP LIMITED moved latelyThe biggest company in both