ISO vs VHY

  • ISO
  • VHY

ISO and VHY hold at least 244 companies between them. 45 are in both, and 6% of each fund is the same companies.

In both · 6%ISO only · 94%

Side by side

ISOVHY
FundiSharesVanguard
Asset classASX sharesASX shares
Fee a year0.55%0.25%
Fund size$181.0m$7.0b
Holdings21093
1Y price return−16.9%+6.2%
Distribution yield4.48%3.73%
Look-through coverage98.8%99.7%

Return, last year

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

and 234 more companies the funds hold

How alike they are

Keep going

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