SSO vs ALFA vs EX20

SSO
ALFA
EX20
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SSO, ALFA and EX20 hold at least 297 companies between them. 10 are in every one of them, and ALFA and EX20 are the most alike: 29% of each is the same companies.

Side by side

SSO ALFA EX20

FundState StreetVanEckBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.50%0.39%0.25%

Fund size$27.8m$28.0m$644.0m

Holdings20671181

1Y price return−2.3%only priced since 2026-09-25−6.6%−10.7%

Distribution yieldNot yet0.87%2.86%

Look-through coverage98.9%99.8%98.5%

Return, last year

change since the start

share of each fund

SSO
ALFA
EX20

BHP BHP GROUP LIMITEDIn 1 of 3SSOnot heldALFA11.1%EX20not held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3SSOnot heldALFA5.7%EX20not held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3SSOnot heldALFA5.1%EX20not held
MQG MACQUARIE GROUP LIMITEDIn 1 of 3SSOnot heldALFA5.0%EX20not held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3SSOnot heldALFA4.1%EX20not held

and 287 more companies the funds hold

How alike they are

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See SSO + ALFA + EX20 as one portfolioEvery company, where you'd own it twice What moved SSO this monthIts biggest gains and falls, by company