OZF vs. GEAR ETF Comparison

Comparison of SPDR S&P/ASX 200 Financials Ex A-Reit Fund   (OZF) to Betashares Geared Australian Equity Fund   (GEAR)

OZF

SPDR S&P/ASX 200 Financials Ex A-Reit Fund  

OZF Description

Tracks the return of the S&P/ASX 200 Financials Ex-A-REIT Index

Grade (RS Rating)

Last Trade

$26.82

Average Daily Volume

27,479

Number of Holdings ^*

10

* 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

$31.87

Average Daily Volume

220,962

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	OZF	GEAR
30 Days	0.60%	4.84%
60 Days	3.39%	7.34%
90 Days	7.67%	12.73%
12 Months	32.32%	40.76%

5 Overlapping Holdings

	Symbol	Grade	Weight in OZF	Weight in GEAR	Overlap
	ANZ	B	11.49%	7.77%	7.77%
	CBA	C	29.34%	19.85%	19.85%
	MQG	A	9.62%	6.53%	6.53%
	NAB	C	14.88%	10.07%	10.07%
	WBC	B	13.6%	9.23%	9.23%

OZF Overweight 5 Positions Relative to GEAR

	Symbol	Grade	Weight
	QBE	C	2.96%
	SUN	B	2.81%
	IAG	B	2.24%
	ASX	B	1.51%
	MPL	D	1.36%

OZF Underweight 5 Positions Relative to GEAR

	Symbol	Grade	Weight
	BHP	B	-17.58%
	CSL	D	-12.62%
	WES	C	-7.01%
	GMG	B	-4.91%
	WDS	F	-4.39%

OZF: Top Represented Industries & Keywords

Industries: Banks - Global Insurance - Property & Casualty Capital Markets Financial Exchanges Insurance - Diversified

Keywords: Insurance Bank Banking Banks Of Australia Financial Services Business Bank Ing Group Service Industries Business Banking Insurance In Australia Insurance Products Life Insurance Management Services Wealth Management Actuarial Science Asset Management Bank Of New Zealand Banking Products Banking Services Commercial Bank

GEAR: Top Represented Industries & Keywords

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

Keywords: Bank Banking Financial Services Banks Of Australia Business Bank Ing Group Insurance Business Banking Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Coal Energy Institutional Banking Logistics Management Services Marketing Personal Banking