SSO vs STW vs IHD
SSO, STW and IHD hold at least 296 companies between them. 18 are in every one of them, and STW and IHD are the most alike: 37% of each is the same companies.
Side by side
FundState StreetState StreetiShares
Asset classASX sharesASX sharesASX shares
Fee a year0.50%0.05%0.23%
Fund size$27.8m$6.8b$367.0m
Holdings20620255
1Y price return−2.3%only priced since 2026-09-25+1.0%only priced since 2026-03-26+1.3%
Distribution yieldNot yetNot yet4.29%
Look-through coverage98.9%99.6%99.2%
Return, last year
change since the start
share of each fund
- SSO
- STW
- IHD
- BHP BHP GROUP LIMITEDIn 2 of 3SSOnot heldSTW11.7%IHD10.3%
- ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3SSOnot heldSTW4.4%IHD10.3%
- RIO RIO TINTO LIMITEDIn 2 of 3SSOnot heldSTW2.3%IHD10.3%
- NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3SSOnot heldSTW4.6%IHD9.6%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3SSOnot heldSTW9.5%IHDnot held
and 286 more companies the funds hold