Compare VHY · GEAR · SSO

VHY, GEAR and SSO hold 299 companies between them. 37 are in every one of them, and VHY and GEAR are the most alike: 67.8% of each is the same companies.

• Financials
• Materials
• Industrials
• Energy
• Consumer Discretionary
• Everything else

• BHPBHP GROUP LIMITEDIn 2 of 3VHY10.4%GEAR11.7%SSOnot held
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 2 of 3VHY9.5%GEAR9.5%SSOnot held
• NABNATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3VHY6.1%GEAR4.6%SSOnot held
• WBCWESTPAC BANKING CORPORATIONIn 2 of 3VHY6.1%GEAR4.5%SSOnot held
• ANZANZ GROUP HOLDINGS LIMITEDIn 2 of 3VHY5.8%GEAR4.4%SSOnot held
• RIORIO TINTO LIMITEDIn 2 of 3VHY5.6%GEAR2.3%SSOnot held
• WDSWOODSIDE ENERGY GROUP LTDIn 2 of 3VHY5.3%GEAR2.3%SSOnot held
• MQGMACQUARIE GROUP LIMITEDIn 2 of 3VHY4.5%GEAR3.2%SSOnot held
• TLSTELSTRA GROUP LIMITEDIn 2 of 3VHY4.5%GEAR2.0%SSOnot held
• TCLTRANSURBAN GROUPIn 2 of 3VHY3.9%GEAR1.5%SSOnot held

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• VHY and GEAR share 82 companies67.8%
• VHY and SSO share 45 companies6.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GEAR and SSO share 99 companies7.9%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.