YMAX vs GRPA vs IHD

YMAX
GRPA
IHD
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YMAX, GRPA and IHD hold at least 90 companies between them. 4 are in every one of them, and YMAX and IHD are the most alike: 44% of each is the same companies.

Side by side

YMAX GRPA IHD

FundBetaSharesGlobal XiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.64%0.25%0.23%

Fund size$658.0m$2.0m$367.0m

Holdings214955

1Y price return−5.1%+2.2%−0.5%

Distribution yield7.51%1.91%one payment in the year4.29%

Look-through coverage99.0%99.4%99.2%

Return, last year

change since the start

share of each fund

YMAX
GRPA
IHD

BHP BHP GROUP LIMITEDIn all 3YMAX18.4%GRPA13.1%IHD10.3%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3YMAX14.9%GRPAnot heldIHDnot held
RIO RIO TINTO LIMITEDIn all 3YMAX3.5%GRPA7.6%IHD10.3%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3YMAX6.9%GRPAnot heldIHD10.3%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3YMAX7.3%GRPAnot heldIHD9.6%

and 80 more companies the funds hold

How alike they are

Keep going

See YMAX + GRPA + IHD 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