GEAR vs. IESG ETF Comparison

Comparison of Betashares Geared Australian Equity Fund   (GEAR) to iShares Core MSCI Australia ESG Leaders ETF (IESG)

GEAR

Betashares Geared Australian Equity Fund  

GEAR Description

Tracks the return of the S&P/ASX 200 Index (Geared)

Grade (RS Rating)

Last Trade

$32.64

Average Daily Volume

159,454

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

IESG

iShares Core MSCI Australia ESG Leaders ETF

IESG Description

iShares Core MSCI Australia ESG Leaders ETF is an exchange traded fund incorporated in Australia. The Fund seeks to achieve its objective by tracking the performance of the MSCI Australia IMI Custom ESG Leaders Index.

Grade (RS Rating)

Last Trade

$30.94

Average Daily Volume

15,052

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

Performance

Period	GEAR	IESG
30 Days	-1.09%	1.91%
60 Days	2.80%	1.91%
90 Days	8.87%	4.53%
12 Months	41.95%	24.74%

5 Overlapping Holdings

	Symbol	Grade	Weight in GEAR	Weight in IESG	Overlap
	CBA	A	21.4%	11.83%	11.83%
	CSL	D	13.07%	8.89%	8.89%
	GMG	A	6.1%	6.39%	6.1%
	MQG	A	7.79%	8.52%	7.79%
	WES	B	7.55%	8.08%	7.55%

GEAR Overweight 5 Positions Relative to IESG

	Symbol	Grade	Weight
	BHP	D	22.01%
	NAB	A	10.88%
	WBC	A	10.36%
	ANZ	A	8.64%
	RIO	D	4.53%

GEAR Underweight 4 Positions Relative to IESG

	Symbol	Grade	Weight
	TCL	D	-4.1%
	FMG	D	-3.55%
	BXB	B	-2.67%
	QBE	A	-2.51%

GEAR: Top Represented Industries & Keywords

Industries: Banks - Global Industrial Metals & Minerals Biotechnology Capital Markets Home Improvement Stores REIT - Diversified

Keywords: Bank Banking Financial Services Banks Of Australia Business Bank Ing Group Insurance Business Banking Coal Marketing Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Copper Energy Gold Institutional Banking Iron

IESG: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Business Services Capital Markets Home Improvement Stores Industrial Metals & Minerals Infrastructure Operations Insurance - Property & Casualty REIT - Diversified

Keywords: Asset Management Bank Banking Business Bank Business Banking Financial Services Ing Group Insurance Investment Management Logistics Transport Wealth Management Actuarial Science Aerospace Agribusiness Airport Asset Finance Asset Management Solutions Banking Products Banking Services