Compare MVW · HYLD · IHD

MVW, HYLD and IHD hold 115 companies between them. 17 are in every one of them, and HYLD and IHD are the most alike: 67.5% of each is the same companies.

• Financials
• Materials
• Industrials
• Energy
• Communication Services
• Everything else

• BHPBHP GROUP LIMITEDIn all 3MVW1.3%HYLD10.3%IHD10.3%
• ANZANZ GROUP HOLDINGS LIMITEDIn all 3MVW1.4%HYLD10.0%IHD10.3%
• RIORIO TINTO LIMITEDIn all 3MVW1.2%HYLD5.2%IHD10.3%
• WBCWESTPAC BANKING CORPORATIONIn all 3MVW1.4%HYLD9.6%IHD9.2%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 3MVW1.4%HYLD9.6%IHD9.6%
• TCLTRANSURBAN GROUPIn all 3MVW1.3%HYLD3.6%IHD7.7%
• WDSWOODSIDE ENERGY GROUP LTDIn 2 of 3MVW1.3%HYLD7.5%IHDnot held
• TLSTELSTRA GROUP LIMITEDIn all 3MVW1.4%HYLD4.4%IHD5.8%
• FMGFORTESCUE LTDIn all 3MVW1.3%HYLD2.2%IHD5.2%
• MQGMACQUARIE GROUP LIMITEDIn 2 of 3MVW1.3%HYLD4.8%IHDnot held

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• MVW and HYLD share 29 companies31.2%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• MVW and IHD share 17 companies21.4%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• HYLD and IHD share 31 companies67.5%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.