Grow it · ETFs

EQIN vs IHD

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing EQIN and IHD. IHD has the lower management fee at 0.22% a year, IHD has the higher 1 year return at 8.7% a year, and EQIN offers the higher at 5.11%.
Lower fee
IHD 0.22% p.a.
Higher 1 year return
IHD 8.7% p.a.
Higher yield
EQIN 5.11%
Larger fund
EQIN $537m

Side-by-side comparison

Metric EQIN
Investors Mutual Equity Income Fund - Complex ETF
IHD
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
Snapshot
Provider
—
iShares
Tracks index
—
S&P/ASX Dividend Opportunities ESG Screened Index
Categories
AU, Dividend, Active
AU, Dividend, ESG
Listed since
—
2010 (16 yrs)
Fund size (AUM)
$537m
$406m
Cost & income
Management fee
0.9%
0.22%
Dividend yield
5.11%
4.1%
Franking
80%
80%
Turnover
40%
35%
Tax drag 1.4% 1.2%
Returns
Tax bracket
1-year return
4%
net
8.7%
net
3-year return
—
14.5%
net
5-year return
—
10.3%
net
10-year return
—
7.9%
net
Risk
Volatility (3y)
—
10.2%
Volatility (5y)
—
12.1%
Volatility (10y)
—
13.6%
Sharpe ratio (3y)
—
0.98
Sharpe ratio (5y)
—
0.59
Sharpe ratio (10y)
—
0.47
Bid/ask spread
—
—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

EQIN Investors Mutual Equity Income Fund - Complex ETF
  • Pays a useful 5.11% income yield.
  • A 0.9% management fee is high and compounds against you over time.
IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF
  • Low-cost: a 0.22% management fee keeps more of the return in your pocket.
  • Pays a useful 4.1% income yield.
  • Cheaper alternatives exist: IOZ, VAS, and SYI.

Frequently Asked Questions

What's the difference between EQIN vs IHD?

EQIN and IHD are 2 Australian-listed ETFs we compare side by side. IHD carries the lower management fee (0.22%). Over 1 year, IHD has delivered the higher total return (8.7% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - EQIN vs IHD?

IHD has the lower management fee at 0.22% a year, versus EQIN 0.9%.

Which has performed higher - EQIN vs IHD?

Over the past 1 year, IHD has delivered the higher total return at 8.7% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

EQIN pays the higher at 5.11%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

EQIN is the larger fund by assets ($537m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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