IHD vs STW vs SSO vs GEAR
IHD, STW, SSO and GEAR hold at least 299 companies between them. 18 are in every one of them, and STW and GEAR are the most alike: 99% of each is the same companies.
Side by side
FundiSharesState StreetState StreetBetaShares
Asset classASX sharesASX sharesASX sharesASX shares
Fee a year0.23%0.05%0.50%0.78%
Fund size$367.0m$6.8b$27.8m--
Holdings55202206201
1Y price return−0.5%+1.0%only priced since 2026-03-26−2.3%only priced since 2026-09-25−7.3%
Distribution yield4.29%Not yetNot yet1.89%
Look-through coverage99.2%99.6%98.9%100.0%
Return, last year
change since the start
share of each fund
- IHD
- STW
- SSO
- GEAR
- BHP BHP GROUP LIMITEDIn 3 of 4IHD10.3%STW11.7%SSOnot heldGEAR11.7%
- ANZ ANZ GROUP HOLDINGS LIMITEDIn 3 of 4IHD10.3%STW4.4%SSOnot heldGEAR4.4%
- RIO RIO TINTO LIMITEDIn 3 of 4IHD10.3%STW2.3%SSOnot heldGEAR2.3%
- NAB NATIONAL AUSTRALIA BANK LIMITEDIn 3 of 4IHD9.6%STW4.6%SSOnot heldGEAR4.6%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 4IHDnot heldSTW9.5%SSOnot heldGEAR9.5%
and 289 more companies the funds hold