YMAX vs GRPA vs ISO

YMAX
GRPA
ISO
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YMAX, GRPA and ISO hold at least 236 companies between them. None is in every one of them, and YMAX and GRPA are the most alike: 34% of each is the same companies.

Side by side

YMAX GRPA ISO

FundBetaSharesGlobal XiShares

Asset classASX sharesASX sharesASX shares

Fee a year0.64%0.25%0.55%

Fund size$658.0m$2.0m$181.0m

Holdings2149210

1Y price return−5.1%+2.2%−17.0%

Distribution yield7.51%1.91%one payment in the year4.48%

Look-through coverage99.0%99.4%98.8%

Return, last year

change since the start

share of each fund

YMAX
GRPA
ISO

BHP BHP GROUP LIMITEDIn 2 of 3YMAX18.4%GRPA13.1%ISOnot held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3YMAX14.9%GRPAnot heldISOnot held
WES WESFARMERS LIMITEDIn 2 of 3YMAX5.0%GRPA8.8%ISOnot held
WDS WOODSIDE ENERGY GROUP LTDIn 2 of 3YMAX3.6%GRPA8.3%ISOnot held
RIO RIO TINTO LIMITEDIn 2 of 3YMAX3.5%GRPA7.6%ISOnot held

and 226 more companies the funds hold

How alike they are

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See YMAX + GRPA + ISO as one portfolioEvery company, where you'd own it twice What moved YMAX this monthIts biggest gains and falls, by company