YMAX vs GRPA vs AQLT

YMAX
GRPA
AQLT
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YMAX, GRPA and AQLT hold at least 75 companies between them. 3 are in every one of them, and YMAX and AQLT are the most alike: 44% of each is the same companies.

Side by side

YMAX GRPA AQLT

FundBetaSharesGlobal XBetaShares

Asset classASX sharesASX sharesASX shares

Fee a year0.64%0.25%0.35%

Fund size$658.0m$2.0m$1.1b

Holdings214941

1Y price return−5.1%+2.2%−0.1%

Distribution yield7.51%1.91%one payment in the year4.14%

Look-through coverage99.0%99.4%99.4%

Return, last year

change since the start

share of each fund

YMAX
GRPA
AQLT

BHP BHP GROUP LIMITEDIn all 3YMAX18.4%GRPA13.1%AQLT4.6%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 2 of 3YMAX14.9%GRPAnot heldAQLT4.9%
CSL CSL LIMITEDIn 2 of 3YMAX5.2%GRPAnot heldAQLT9.6%
WES WESFARMERS LIMITEDIn all 3YMAX5.0%GRPA8.8%AQLT5.7%
WDS WOODSIDE ENERGY GROUP LTDIn all 3YMAX3.6%GRPA8.3%AQLT3.1%

and 65 more companies the funds hold

How alike they are

Keep going

See YMAX + GRPA + AQLT as one portfolioEvery company, where you'd own it twice What moved YMAX this monthIts biggest gains and falls, by company Why BHP GROUP LIMITED moved latelyThe biggest company in both