MTUM vs. IESG ETF Comparison

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MTUM vs. IESG ETF Comparison

Comparison of Betashares Australian Momentum ETF (MTUM) to iShares Core MSCI Australia ESG Leaders ETF (IESG)

MTUM

Betashares Australian Momentum ETF

MTUM Description

Grade (RS Rating)

Last Trade

$27.53

Average Daily Volume

2,317

Number of Holdings ^*

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	MTUM	IESG
30 Days	5.16%	1.91%
60 Days	4.32%	1.91%
90 Days		4.53%
12 Months		24.74%

4 Overlapping Holdings

Symbol	Grade	Weight in MTUM	Weight in IESG	Overlap
CBA	A	9.64%	11.83%	9.64%
GMG	A	9.31%	6.39%	6.39%
MQG	A	3.68%	8.52%	3.68%
WES	B	10.19%	8.08%	8.08%

MTUM Overweight 5 Positions Relative to IESG

Symbol	Grade	Weight
ANZ	A	9.75%
WBC	A	9.57%
NAB	A	9.54%
SUN	A	3.02%
COH	B	2.56%

MTUM Underweight 5 Positions Relative to IESG

Symbol	Grade	Weight
CSL	D	-8.89%
TCL	D	-4.1%
FMG	D	-3.55%
BXB	B	-2.67%
QBE	A	-2.51%