SSO vs ALFA vs VHY

SSO
ALFA
VHY
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SSO, ALFA and VHY hold at least 253 companies between them. 5 are in every one of them, and ALFA and VHY are the most alike: 58% of each is the same companies.

Side by side

SSO ALFA VHY

FundState StreetVanEckVanguard

Asset classASX sharesASX sharesASX shares

Fee a year0.50%0.39%0.25%

Fund size$27.8m$28.0m$7.0b

Holdings2067193

1Y price return−2.3%only priced since 2026-09-25−6.6%+6.1%

Distribution yieldNot yet0.87%3.73%

Look-through coverage98.9%99.8%99.7%

Return, last year

change since the start

share of each fund

SSO
ALFA
VHY

BHP BHP GROUP LIMITEDIn 2 of 3SSOnot heldALFA11.1%VHY10.4%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3SSOnot heldALFA5.1%VHY9.5%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3SSOnot heldALFA1.3%VHY6.1%
WBC WESTPAC BANKING CORPORATIONIn 2 of 3SSOnot heldALFA1.2%VHY6.1%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3SSOnot heldALFA5.7%VHY5.8%

and 243 more companies the funds hold

How alike they are

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