IOZ vs ISO vs VHY vs IHD

  • IOZ
  • ISO
  • VHY
  • IHD

IOZ, ISO, VHY and IHD hold at least 299 companies between them. 17 are in every one of them, and IOZ and VHY are the most alike: 67% of each is the same companies.

Side by side

FundiSharesiSharesVanguardiShares
Asset classASX sharesASX sharesASX sharesASX shares
Fee a year0.05%0.55%0.25%0.23%
Fund size$8.2b$181.0m$7.0b$367.0m
Holdings2062109355
1Y price return−2.7%−16.9%+6.2%+1.3%
Distribution yield3.54%4.48%3.73%4.29%
Look-through coverage99.1%98.8%99.7%99.2%

Return, last year

change since the start
share of each fund
  • IOZ
  • ISO
  • VHY
  • IHD

and 289 more companies the funds hold

How alike they are

Show the other 2

Keep going

See IOZ + ISO + VHY + IHD as one portfolioEvery company, where you'd own it twiceWhat moved IOZ this monthIts biggest gains and falls, by company