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MTUMBetashares · Equity - Australia Sectors · Equity · Australia
Betashares Australian Momentum ETF
Fee p.a.
0.35%
ASX report
Fund size
A$242m
12m flow A$150m
Yield
2.1%
2 payments / yr
Volatility 3y
19.6%
annualised
Max DD 3y
−17.1%
all-time −17.1%
Listed
2024
24 July 2024 · spread 0.09%
$10k$11k$11k$12k$12k$13k202420252026
Performance
Period
Total
ASX
1 month
5.2%
0.7%
3 months
4.5%
—
6 months
0.3%
—
Year to date
1.8%
—
1 year
−1.5%
−4.4%
3 years p.a.
—
—
5 years p.a.
—
—
10 years p.a.
—
—
Since listing p.a.
9.0%
—
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 21.6%Vol 5y 19.6%Max DD 1y −16.0%Max DD 5y −17.1%Best year 9.2%100% positive years
Calendar-year returns
2025
9.2%
2026
1.8%
Where the money is
Look-through exposure as at 2 Sept 2026 · 91 securities · top 10 = 50.3%
Country
Australia100.0%
Sector
Materials54.8%
Financials16.1%
Energy6.6%
Industrials5.5%
Communication Services4.8%
Consumer Staples3.6%
Consumer Discretionary2.7%
Utilities2.1%
Real Estate1.8%
Information Technology1.1%
Health Care0.7%
Top holdings
RIO TINTO LTDAustralia
10.0%
BHP GROUP LTDAustralia
7.9%
EVOLUTION MINING LTDAustralia
5.2%
ANZ GROUP HOLDINGS LTDAustralia
4.9%
TELSTRA GROUP LTDAustralia
4.8%
MACQUARIE GROUP LTDAustralia
4.2%
WOODSIDE ENERGY GROUP LTDAustralia
3.8%
PILBARA MINERALS LTDAustralia
3.5%
NORTHERN STAR RESOURCES LTDAustralia
3.2%
WOOLWORTHS GROUP LTDAustralia
2.7%
NEWMONT CORPAustralia
2.5%
NATIONAL AUSTRALIA BANK LTDAustralia
2.3%
WESTPAC BANKING CORPAustralia
2.2%
LYNAS RARE EARTHS LTDAustralia
2.2%
MINERAL RESOURCES LTDAustralia
2.2%
Top 15 of 91 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