YMAX vs GRPA vs IHD vs SSO
YMAX, GRPA, IHD and SSO hold at least 244 companies between them. None is in every one of them, and YMAX and IHD are the most alike: 44% of each is the same companies.
Side by side
FundBetaSharesGlobal XiSharesState Street
Asset classASX sharesASX sharesASX sharesASX shares
Fee a year0.64%0.25%0.23%0.50%
Fund size$658.0m$2.0m$367.0m$27.8m
Holdings214955206
1Y price return−5.1%+2.2%−0.5%−2.3%only priced since 2026-09-25
Distribution yield7.51%1.91%one payment in the year4.29%Not yet
Look-through coverage99.0%99.4%99.2%98.9%
Return, last year
change since the start
share of each fund
- YMAX
- GRPA
- IHD
- SSO
- BHP BHP GROUP LIMITEDIn 3 of 4YMAX18.4%GRPA13.1%IHD10.3%SSOnot held
- CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 4YMAX14.9%GRPAnot heldIHDnot heldSSOnot held
- RIO RIO TINTO LIMITEDIn 3 of 4YMAX3.5%GRPA7.6%IHD10.3%SSOnot held
- ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 4YMAX6.9%GRPAnot heldIHD10.3%SSOnot held
- NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 4YMAX7.3%GRPAnot heldIHD9.6%SSOnot held
and 234 more companies the funds hold