MTUM vs. GEAR ETF Comparison

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

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

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

Performance

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

7 Overlapping Holdings

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

MTUM Overweight 2 Positions Relative to GEAR

	Symbol	Grade	Weight
	SUN	A	3.02%
	COH	B	2.56%

MTUM Underweight 3 Positions Relative to GEAR

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

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

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