Compare MVW · IHD
MVW and IHD hold 108 companies between them. 17 are in both, and 21.4% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Financials
- Materials
- Industrials
- Communication Services
- Real Estate
- Everything else
- BHPBHP GROUP LIMITEDIn all 2MVW1.3%IHD10.3%
- ANZANZ GROUP HOLDINGS LIMITEDIn all 2MVW1.4%IHD10.3%
- RIORIO TINTO LIMITEDIn all 2MVW1.2%IHD10.3%
- NABNATIONAL AUSTRALIA BANK LIMITEDIn all 2MVW1.4%IHD9.6%
- WBCWESTPAC BANKING CORPORATIONIn all 2MVW1.4%IHD9.2%
- TCLTRANSURBAN GROUPIn all 2MVW1.3%IHD7.7%
- TLSTELSTRA GROUP LIMITEDIn all 2MVW1.4%IHD5.8%
- FMGFORTESCUE LTDIn all 2MVW1.3%IHD5.2%
- QBEQBE INSURANCE GROUP LIMITEDIn all 2MVW1.4%IHD4.4%
- SUNSUNCORP GROUP LIMITEDIn all 2MVW1.4%IHD3.0%
What each fund is in
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.
What MVW already gives you
- MVW and IHD share 17 companies21.4%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.
What each fund changed
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.