VHY vs IHD vs IOZ

VHY
IHD
IOZ
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VHY, IHD and IOZ hold at least 217 companies between them. 37 are in every one of them, and VHY and IOZ are the most alike: 67% of each is the same companies.

Side by side

VHY IHD IOZ

FundVanguardiSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.25%0.23%0.05%

Fund size$7.0b$367.0m$8.2b

Holdings9355206

1Y price return+6.1%−0.5%−4.1%

Distribution yield3.73%4.29%3.54%

Look-through coverage99.7%99.2%99.1%

Return, last year

change since the start

share of each fund

BHP BHP GROUP LIMITEDIn all 3VHY10.4%IHD10.3%IOZ11.6%
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 3VHY5.8%IHD10.3%IOZ4.4%
RIO RIO TINTO LIMITEDIn all 3VHY5.6%IHD10.3%IOZ2.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 3VHY6.1%IHD9.6%IOZ4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3VHY9.5%IHDnot heldIOZ9.5%

and 207 more companies the funds hold

How alike they are

Keep going

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