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GMVWVanEck · Equity - Australia Strategy · Equity · Australia · Geared

VanEck Geared Australian Equal Weight Complex ETF

Fee p.a.
0.35%
ASX report
Fund size
A$43m
12m flow A$25m
Yield
2.3%
2 payments / yr
Volatility 3y
26.0%
annualised
Max DD 3y
−26.8%
all-time −26.8%
Listed
2024
1 Mar 2024 · spread 0.15%

Growth of $10,000

Since listing, distributions reinvested
$10k$10k$11k$11k$12k$12k$13k$13k$14k202420252026
$10,000 at listing$12,728 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.4%
1.1%
3 months
10.6%
6 months
9.2%
Year to date
6.8%
1 year
−1.7%
−2.6%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
10.6%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 24.7%Vol 5y 26.0%Max DD 1y −21.6%Max DD 5y −26.8%Best year 7.2%100% positive years

Calendar-year returns

2025
7.2%
2026
6.8%

Where the money is

Look-through exposure as at 3 Sept 2026 · 74 securities · top 10 = 17.5%

Country

Australia100.0%

Top holdings

Csl LtdAustralia
2.2%
Perseus Mining LtdAustralia
1.9%
Evolution Mining LtdAustralia
1.8%
Ramelius Resources LtdAustralia
1.8%
Ramsay Health Care LtdAustralia
1.8%
Cochlear LtdAustralia
1.8%
Northern Star Resources LtdAustralia
1.6%
Ampol LtdAustralia
1.5%
South32 LtdAustralia
1.5%
Aristocrat Leisure LtdAustralia
1.5%
Asx LtdAustralia
1.5%
Computershare LtdAustralia
1.5%
StocklandAustralia
1.5%
Anz Group Holdings LtdAustralia
1.4%
Rea Group LtdAustralia
1.4%

Top 15 of 74 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
VanEck Australian Equal Weight ETF
0.35%
100%
0.79
iShares Edge MSCI Australia Minimum Volatility ETF
0.30%
57%
0.62
Betashares Australian Ex-20 Portfolio Diversifier ETF
0.25%
52%
0.80
VanEck MSCI Australian Sustainable Equity ETF
0.35%
48%
0.75
SPDR S&P/ASX 200 ETF
0.05%
48%
0.88
Betashares Geared Australian Equities Complex ETF
0.78%
48%
0.89
Global X S&P/ASX 200 Covered Call ETF
0.60%
48%
0.61
Betashares Wealthbuilder Aus200 Geared Complex ETF
0.35%
48%
0.88
Betashares Managed Risk Australian Shares Complex ETF
0.49%
48%
0.76
Global X Australia 300 ETF
0.03%
48%
0.82
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