IOZ vs EX20 vs GEAR vs IHD

IOZ
EX20
GEAR
IHD
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IOZ, EX20, GEAR and IHD hold at least 218 companies between them. 29 are in every one of them, and IOZ and GEAR are the most alike: 99% of each is the same companies.

Side by side

IOZ EX20 GEAR IHD

FundiSharesBetaSharesBetaSharesiShares

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.05%0.25%0.78%0.23%

Fund size$8.2b$644.0m--$367.0m

Holdings20618120155

1Y price return−2.7%−10.6%−7.1%+1.3%

Distribution yield3.54%2.86%1.89%4.29%

Look-through coverage99.1%98.5%100.0%99.2%

Return, last year

change since the start

share of each fund

IOZ
EX20
GEAR
IHD

BHP BHP GROUP LIMITEDIn 3 of 4IOZ11.6%EX20not heldGEAR11.7%IHD10.3%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 3 of 4IOZ4.4%EX20not heldGEAR4.4%IHD10.3%
RIO RIO TINTO LIMITEDIn 3 of 4IOZ2.3%EX20not heldGEAR2.3%IHD10.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 3 of 4IOZ4.6%EX20not heldGEAR4.6%IHD9.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 4IOZ9.5%EX20not heldGEAR9.5%IHDnot held

and 208 more companies the funds hold

How alike they are

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See IOZ + EX20 + GEAR + IHD as one portfolioEvery company, where you'd own it twice What moved IOZ this monthIts biggest gains and falls, by company