ALFA vs SSO vs GEAR

ALFA
SSO
GEAR
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ALFA, SSO and GEAR hold 299 companies between them. 8 are in every one of them, and ALFA and GEAR are the most alike: 53% of each is the same companies.

Side by side

ALFA SSO GEAR

FundVanEckState StreetBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.39%0.50%0.78%

Fund size$28.0m$27.8m--

Holdings71206201

1Y price return−6.6%−2.3%only priced since 2026-09-25−7.3%

Distribution yield0.87%Not yet1.89%

Look-through coverage99.8%98.9%100.0%

Return, last year

change since the start

share of each fund

ALFA
SSO
GEAR

BHP BHP GROUP LIMITEDIn 2 of 3ALFA11.1%SSOnot heldGEAR11.7%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3ALFA5.1%SSOnot heldGEAR9.5%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3ALFA5.7%SSOnot heldGEAR4.4%
MQG MACQUARIE GROUP LIMITEDIn 2 of 3ALFA5.0%SSOnot heldGEAR3.2%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3ALFA1.3%SSOnot heldGEAR4.6%

and 289 more companies the funds hold

How alike they are

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See ALFA + SSO + GEAR as one portfolioEvery company, where you'd own it twice What moved ALFA this monthIts biggest gains and falls, by company