MTUM vs IHD vs AQLT

MTUM
IHD
AQLT
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MTUM, IHD and AQLT hold at least 142 companies between them. 7 are in every one of them, and MTUM and IHD are the most alike: 39% of each is the same companies.

Side by side

MTUM IHD AQLT

FundBetaSharesiSharesBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.35%0.23%0.35%

Fund size$197.0m$367.0m$1.1b

Holdings925541

1Y price return−9.5%−0.5%−0.1%

Distribution yield2.21%4.29%4.14%

Look-through coverage99.5%99.2%99.4%

Return, last year

change since the start

share of each fund

MTUM
IHD
AQLT

BHP BHP GROUP LIMITEDIn all 3MTUM7.7%IHD10.3%AQLT4.6%
RIO RIO TINTO LIMITEDIn 2 of 3MTUM9.8%IHD10.3%AQLTnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3MTUM5.3%IHD10.3%AQLT4.1%
CSL CSL LIMITEDIn 1 of 3MTUMnot heldIHDnot heldAQLT9.6%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3MTUM2.4%IHD9.6%AQLT4.6%

and 132 more companies the funds hold

How alike they are

Keep going

See MTUM + IHD + AQLT as one portfolioEvery company, where you'd own it twice What moved MTUM this monthIts biggest gains and falls, by company Why BHP GROUP LIMITED moved latelyThe biggest company in both