GEAR vs. MTUM ETF Comparison

Comparison of Betashares Geared Australian Equity Fund   (GEAR) to Betashares Australian Momentum ETF (MTUM)

GEAR

Betashares Geared Australian Equity Fund  

GEAR Description

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

Grade (RS Rating)

Last Trade

$33.33

Average Daily Volume

159,454

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

MTUM

Betashares Australian Momentum ETF

MTUM Description

Grade (RS Rating)

Last Trade

$27.53

Average Daily Volume

2,317

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

Performance

Period	GEAR	MTUM
30 Days	-1.09%	5.16%
60 Days	2.80%	4.32%
90 Days	8.87%
12 Months	41.95%

7 Overlapping Holdings

	Symbol	Grade	Weight in GEAR	Weight in MTUM	Overlap
	ANZ	A	8.64%	9.75%	8.64%
	CBA	A	21.4%	9.64%	9.64%
	GMG	A	6.1%	9.31%	6.1%
	MQG	A	7.79%	3.68%	3.68%
	NAB	A	10.88%	9.54%	9.54%
	WBC	A	10.36%	9.57%	9.57%
	WES	B	7.55%	10.19%	7.55%

GEAR Overweight 3 Positions Relative to MTUM

	Symbol	Grade	Weight
	BHP	D	22.01%
	CSL	D	13.07%
	RIO	D	4.53%

GEAR Underweight 2 Positions Relative to MTUM

	Symbol	Grade	Weight
	SUN	A	-3.02%
	COH	B	-2.56%

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

MTUM: Top Represented Industries & Keywords

Industries: Banks - Global Capital Markets Home Improvement Stores Insurance - Property & Casualty Medical Devices REIT - Diversified

Keywords: Bank Banking Banks Of Australia Financial Services Insurance Business Bank Ing Group Business Banking Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Commercial Bank Institutional Banking Life Insurance Management Services Personal Banking Westpac Actuarial Science