MTUM vs. SYI ETF Comparison

Comparison of Betashares Australian Momentum ETF (MTUM) to SPDR MSCI Australia Select High Dividend Yield Fund   (SYI)

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

SYI

SPDR MSCI Australia Select High Dividend Yield Fund  

SYI Description

Aims to achieve a higher than average dividend yield than the ASX average

Grade (RS Rating)

Last Trade

$30.08

Average Daily Volume

18,480

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	MTUM	SYI
30 Days	5.80%	3.55%
60 Days	5.12%	4.00%
90 Days		7.26%
12 Months		17.84%

4 Overlapping Holdings

	Symbol	Grade	Weight in MTUM	Weight in SYI	Overlap
	ANZ	A	9.75%	10.45%	9.75%
	CBA	A	9.64%	11.73%	9.64%
	MQG	A	3.68%	9.15%	3.68%
	NAB	A	9.54%	10.99%	9.54%

MTUM Overweight 5 Positions Relative to SYI

	Symbol	Grade	Weight
	WES	A	10.19%
	WBC	A	9.57%
	GMG	A	9.31%
	SUN	A	3.02%
	COH	B	2.56%

MTUM Underweight 6 Positions Relative to SYI

	Symbol	Grade	Weight
	BHP	D	-9.06%
	WDS	C	-5.05%
	RIO	C	-4.95%
	TLS	C	-4.91%
	FMG	D	-3.62%
	QBE	A	-3.04%

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

SYI: Top Represented Industries & Keywords

Industries: Banks - Global Industrial Metals & Minerals Capital Markets Insurance - Property & Casualty Oil & Gas E&P Telecom Services

Keywords: Bank Banking Financial Services Ing Group Insurance Banks Of Australia Business Bank Business Banking Iron Iron Ore Metal Asset Management Bank Of New Zealand Banking Products Banking Services Coal Copper Exploration Gold Investment Management