VLC vs ALFA vs AQTY vs IHD

VLC
ALFA
AQTY
IHD
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VLC, ALFA, AQTY and IHD hold 97 companies between them. 7 are in every one of them, and ALFA and AQTY are the most alike: 64% of each is the same companies.

Side by side

VLC ALFA AQTY IHD

FundVanguardVanEckVanEckiShares

Asset classASX sharesASX sharesASX sharesASX shares

Fee a year0.20%0.39%0.35%0.23%

Fund size$310.7m$28.0m--$367.0m

Holdings15715155

1Y price return+1.9%−6.6%−9.6%−0.5%

Distribution yield3.43%0.87%4.87%4.29%

Look-through coverage100.0%99.8%99.9%99.2%

Return, last year

change since the start

share of each fund

VLC
ALFA
AQTY
IHD

BHP BHP GROUP LIMITEDIn all 4VLC21.6%ALFA11.1%AQTY6.2%IHD10.3%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 3 of 4VLC17.2%ALFA5.1%AQTY3.9%IHDnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn all 4VLC7.2%ALFA5.7%AQTY7.9%IHD10.3%
RIO RIO TINTO LIMITEDIn all 4VLC4.2%ALFA0.8%AQTY2.4%IHD10.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn all 4VLC7.7%ALFA1.3%AQTY5.4%IHD9.6%

and 87 more companies the funds hold

How alike they are

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Keep going

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