IHD vs STW vs VHY

IHD
STW
VHY
Add an ETF to compare

IHD, STW and VHY hold 214 companies between them. 37 are in every one of them, and STW and VHY are the most alike: 68% of each is the same companies.

Side by side

IHD STW VHY

FundiSharesState StreetVanguard

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.05%0.25%

Fund size$367.0m$6.8b$7.0b

Holdings5520293

1Y price return−0.5%+1.0%only priced since 2026-03-26+6.1%

Distribution yield4.29%Not yet3.73%

Look-through coverage99.2%99.6%99.7%

Return, last year

change since the start

share of each fund

BHP BHP GROUP LIMITEDIn all 3IHD10.3%STW11.7%VHY10.4%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3IHD10.3%STW4.4%VHY5.8%
RIO RIO TINTO LIMITEDIn all 3IHD10.3%STW2.3%VHY5.6%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3IHD9.6%STW4.6%VHY6.1%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3IHDnot heldSTW9.5%VHY9.5%

and 204 more companies the funds hold

How alike they are

Keep going

See IHD + STW + VHY 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