EX20 vs GEAR vs SSO vs IHD
EX20, GEAR, SSO and IHD hold at least 299 companies between them. 18 are in every one of them, and GEAR and IHD are the most alike: 37% of each is the same companies.
Side by side
FundBetaSharesBetaSharesState StreetiShares
Asset classASX sharesASX sharesASX sharesASX shares
Fee a year0.25%0.78%0.50%0.23%
Fund size$644.0m--$27.8m$367.0m
Holdings18120120655
1Y price return−10.6%−7.1%−2.3%only priced since 2026-09-25+1.3%
Distribution yield2.86%1.89%Not yet4.29%
Look-through coverage98.5%100.0%98.9%99.2%
Return, last year
change since the start
share of each fund
- EX20
- GEAR
- SSO
- IHD
- BHP BHP GROUP LIMITEDIn 2 of 4EX20not heldGEAR11.7%SSOnot heldIHD10.3%
- ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 4EX20not heldGEAR4.4%SSOnot heldIHD10.3%
- RIO RIO TINTO LIMITEDIn 2 of 4EX20not heldGEAR2.3%SSOnot heldIHD10.3%
- NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 4EX20not heldGEAR4.6%SSOnot heldIHD9.6%
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 4EX20not heldGEAR9.5%SSOnot heldIHDnot held
and 289 more companies the funds hold