IESG vs. GEAR ETF Comparison

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

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

$29.80

Average Daily Volume

16,041

Number of Holdings ^*

* may have additional holdings in another (foreign) market

GEAR

Betashares Geared Australian Equity Fund

GEAR Description

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

Grade (RS Rating)

Last Trade

$30.75

Average Daily Volume

148,231

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IESG	GEAR
30 Days	-1.30%	-2.75%
60 Days	0.18%	0.07%
90 Days	3.34%	4.98%
12 Months	25.03%	43.06%

5 Overlapping Holdings

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

IESG Overweight 4 Positions Relative to GEAR

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

IESG Underweight 5 Positions Relative to GEAR

Symbol	Grade	Weight
BHP	A	-22.01%
NAB	C	-10.88%
WBC	B	-10.36%
ANZ	A	-8.64%
RIO	A	-4.53%

GEAR: Top Represented Industries & Keywords

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