GEAR vs. YMAX ETF Comparison

Comparison of Betashares Geared Australian Equity Fund   (GEAR) to BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX)

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

YMAX

BetaShares Australian Top 20 Equity Yield Maximiser Fund

YMAX Description

The fund aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares (as represented in the S&P/ASX 20 Index), while providing attractive quarterly income that exceeds the dividend yield of a portfolio of the underlying shares. In addition, the Fund aims to provide lower overall volatility than the underlying share portfolio.

Grade (RS Rating)

Last Trade

$7.97

Average Daily Volume

91,549

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	GEAR	YMAX
30 Days	-1.09%	0.76%
60 Days	2.80%	-1.36%
90 Days	8.87%	1.01%
12 Months	41.95%	10.98%

8 Overlapping Holdings

	Symbol	Grade	Weight in GEAR	Weight in YMAX	Overlap
	ANZ	A	8.64%	6.8%	6.8%
	BHP	D	22.01%	11.19%	11.19%
	CBA	A	21.4%	13.72%	13.72%
	CSL	D	13.07%	12.19%	12.19%
	MQG	A	7.79%	4.49%	4.49%
	NAB	A	10.88%	6.91%	6.91%
	WBC	A	10.36%	8.44%	8.44%
	WES	B	7.55%	4.54%	4.54%

GEAR Overweight 2 Positions Relative to YMAX

	Symbol	Grade	Weight
	GMG	A	6.1%
	RIO	D	4.53%

GEAR Underweight 2 Positions Relative to YMAX

	Symbol	Grade	Weight
	WOW	F	-4.45%
	TLS	C	-4.1%

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

YMAX: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Capital Markets Grocery Stores Home Improvement Stores Industrial Metals & Minerals Telecom Services

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