STW vs VHY vs IHD

STW
VHY
IHD
Add an ETF to compare

STW, VHY and IHD hold 214 companies between them. 37 are in every one of them, and STW and VHY are the most alike: 68% of each is the same companies.

Side by side

STW VHY IHD

FundState StreetVanguardiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.05%0.25%0.23%

Fund size$6.8b$7.0b$367.0m

Holdings2029355

1Y price return+1.0%only priced since 2026-03-26+6.1%−0.5%

Distribution yieldNot yet3.73%4.29%

Look-through coverage99.6%99.7%99.2%

Return, last year

change since the start

share of each fund

BHP BHP GROUP LIMITEDIn all 3STW11.7%VHY10.4%IHD10.3%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3STW4.4%VHY5.8%IHD10.3%
RIO RIO TINTO LIMITEDIn all 3STW2.3%VHY5.6%IHD10.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3STW4.6%VHY6.1%IHD9.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3STW9.5%VHY9.5%IHDnot held

and 204 more companies the funds hold

How alike they are

Keep going

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