MTUM vs. RDV ETF Comparison

Comparison of Betashares Australian Momentum ETF (MTUM) to Russell High Dividend Australian Shares ETF   (RDV)

MTUM

Betashares Australian Momentum ETF

MTUM Description

Grade (RS Rating)

Last Trade

$27.71

Average Daily Volume

2,269

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

RDV

Russell High Dividend Australian Shares ETF  

RDV Description

Comprises Australian blue-chip companies with a bias towards those that have a high expected dividend yield

Grade (RS Rating)

Last Trade

$32.23

Average Daily Volume

4,418

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	MTUM	RDV
30 Days	5.80%	2.64%
60 Days	5.12%	1.66%
90 Days		4.00%
12 Months		23.25%

5 Overlapping Holdings

	Symbol	Grade	Weight in MTUM	Weight in RDV	Overlap
	ANZ	A	9.75%	5.61%	5.61%
	CBA	A	9.64%	7.33%	7.33%
	NAB	A	9.54%	5.57%	5.57%
	SUN	A	3.02%	3.34%	3.02%
	WBC	A	9.57%	6.35%	6.35%

MTUM Overweight 4 Positions Relative to RDV

	Symbol	Grade	Weight
	WES	A	10.19%
	GMG	A	9.31%
	MQG	A	3.68%
	COH	B	2.56%

MTUM Underweight 5 Positions Relative to RDV

	Symbol	Grade	Weight
	BHP	D	-7.65%
	BEN	A	-3.66%
	TLS	C	-3.21%
	BOQ	A	-3.15%
	AZJ	D	-2.85%

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

RDV: Top Represented Industries & Keywords

Industries: Banks - Global Banks - Regional - Australia Industrial Metals & Minerals Insurance - Property & Casualty Railroads Telecom Services

Keywords: Bank Banking Banks Of Australia Insurance Business Bank Financial Services Banking Services Business Banking Ing Group Life Insurance Wealth Management Agribusiness Bank Of New Zealand Coal Commercial Bank Engineering Equipment Finance Financial Planning Home Loan Institutional Banking