SSO vs EX20 vs IOZ

SSO
EX20
IOZ
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SSO, EX20 and IOZ hold at least 299 companies between them. 91 are in every one of them, and EX20 and IOZ are the most alike: 36% of each is the same companies.

Side by side

SSO EX20 IOZ

FundState StreetBetaSharesiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.50%0.25%0.05%

Fund size$27.8m$644.0m$8.2b

Holdings206181206

1Y price return−2.3%only priced since 2026-09-25−10.7%−4.1%

Distribution yieldNot yet2.86%3.54%

Look-through coverage98.9%98.5%99.1%

Return, last year

change since the start

share of each fund

SSO
EX20
IOZ

BHP BHP GROUP LIMITEDIn 1 of 3SSOnot heldEX20not heldIOZ11.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3SSOnot heldEX20not heldIOZ9.5%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3SSOnot heldEX20not heldIOZ4.6%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3SSOnot heldEX20not heldIOZ4.5%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3SSOnot heldEX20not heldIOZ4.4%

and 289 more companies the funds hold

How alike they are

Keep going

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