Betashares Global Momentum ETF
Performance
Total return to 23 Oct 2026, distributions reinvested, before franking. ASX figures are to 30 Sept 2026 and gross of franking, so they run higher for franked Australian funds.
What it costs to hold
Management fee plus trading costs, compared with similar funds.
A typical fund among Global ex-Australia equity funds would cost $297 (0.59% a year), so GTUM is $108 cheaper.
Spread is the average gap between buying and selling prices on the ASX. Fees are shown on a flat balance, not compounded on growth. Excludes tax and any adviser or platform fees.
Calendar-year returns
No full calendar year yet.
Where the money is
Look-through exposure as at 2 Sept 2026 · 199 securities · top 10 = 38.5%
Country
Sector
Monthly returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −8.0 | 12.0 | 12.6 | 12.2 | −10.0 | −0.4 | 6.4 | −12.9 | 8.1YTD |
Total return each month in %, distributions reinvested, before franking. The latest month runs to the last price date. The first year starts from listing.
Top 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.
GTUM questions answered
Written from the latest data on this page. General information only, not financial advice.
How diversified is Betashares Global Momentum ETF?
Betashares Global Momentum ETF holds 199 securities, and its ten largest positions make up 38.5% of the fund, close to the 35.9% typical of Global ex-Australia equity funds. That makes it moderately diversified.
Its largest country exposure is United States at 56.0%, and its biggest sector is Information Technology at 40.6%, based on holdings as at 2 Sept 2026.
Which ETFs does GTUM double up with most?
GTUM shares the most holdings with VanEck MSCI International Growth ETF (GWTH) (36% overlap), Betashares Global Shares EX US ETF (EXUS) (28% overlap) and Betashares Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETF (GNDQ) (25% overlap). Overlap is the share of the portfolio the two funds hold in common, looking through to the underlying securities.
None of these overlaps is above half, so pairing GTUM with one of them adds some genuinely different holdings.
How is Betashares Global Momentum ETF managed – active or passive?
Betashares Global Momentum ETF is actively managed. Rather than tracking an index, a fund manager at Betashares decides what to buy and sell, aiming to do better than the market after fees.
Among Global ex-Australia equity funds, active funds charge a median 0.75% a year and index funds 0.45%.
What will I pay in fees for GTUM?
GTUM charges a management fee of 0.35% a year, about $35 for every $10,000 invested. That is cheaper than 58% of the 471 ASX ETFs we track, where the median fee is 0.44%. Among Global ex-Australia equity funds, the median is 0.55%.
The fee is taken from the fund's assets and is already reflected in its returns. You'll also pay brokerage when you buy or sell, and the bid-ask spread, which has averaged 0.14% for GTUM.
Does Betashares Global Momentum ETF follow a theme?
Not a theme as such, but it follows a momentum investment style: it tilts towards shares whose prices have been rising.
Other ASX funds using a momentum approach include Betashares Australian Momentum ETF (MTUM).
What is under the hood of GTUM?
As at 2 Sept 2026, the largest issuers among GTUM's holdings are Alphabet Inc (5.2% across 2 bonds), Micron Technology Inc (5.2%), Johnson & Johnson (4.9%), Lam Research Corp (4.3%), Caterpillar Inc (4.2%), Sandisk Corp/de (3.8%), Hsbc Holdings PLC (3.0%), Applied Materials Inc (2.7%), Intel Corp (2.6%) and Asml Holding NV (2.5%).
As an active fund it has no index rule: the manager decides which investments to hold and how much of each, within the limits set out in the PDS.
How well has Betashares Global Momentum ETF performed?
Based on its category, Betashares Global Momentum ETF aims to grow your capital faster than its market after fees.
GTUM doesn't have a full year of price history yet, so we can't judge its performance.
As an active fund, GTUM has no index to track. The fairer test is whether it beats similar funds and its market after fees, over several years.
Past performance is not a reliable indicator of future performance.