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BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

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Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Answer

Hi Shabbir,

Firstly, we are bullish towards both, but our preference is for BHP which we hold in both of our Active Growth and Active Income Portfolios.

Our logic is purely around portfolio mix, both now and importantly moving forward:

BHP is already turning itself into a copper miner, overtaking iron ore, while Potash is set to become a major 3rd pillar in the coming years.
RIO is still a predominantly iron ore miner with copper and aluminium playing strong supporting roles.

Both stocks yield close to 4% fully franked and are quality miners which MM believes will perform strongly moving through 2026/7.

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BHP Group (BHP) v RIO Tinto (RIO)

LAST UPDATED 25/06/2026 10:36

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