At a glance
Side-by-side comparison
| Metric |
MTUM
BetaShares Australian Momentum ETF
|
GTUM
BetaShares Global Momentum ETF
|
AQLT
BetaShares Australian Quality ETF
|
MVW
VanEck Australian Equal Weight ETF
|
|---|---|---|---|---|
| Snapshot | ||||
| Provider |
BetaShares
|
BetaShares
|
BetaShares
|
VanEck
|
| Tracks index |
Solactive Australia Momentum Select Index
|
Solactive Global Developed Markets Momentum Select Index
|
Solactive Australia Quality Select Index
|
MVIS Australia Equal Weight Index
|
| Categories |
AU, Factor, Momentum
|
Intl, Factor, Momentum
|
AU, Factor, Quality
|
AU, Factor
|
| Listed since |
2024 (2 yrs)
|
2026
|
2022 (4 yrs)
|
2014 (12 yrs)
|
| Fund size (AUM) |
$242m
|
$18m
|
$1.4bn
|
$3.3bn
|
| Cost & income | ||||
| Management fee |
0.35%
|
0.35%
|
0.35%
|
0.35%
|
| Dividend yield |
2.26%
|
—
|
4.15%
|
3.4%
|
| Franking |
75%
|
0%
|
80%
|
75%
|
| Turnover |
60%
|
100%
|
25%
|
20%
|
| Tax drag | 1.67% | 2.4% | 0.96% | 0.82% |
| Returns |
Tax bracket
|
|||
| 1-year return |
-5.1%
net
|
—
|
6.7%
net
|
1.6%
net
|
| 3-year return |
—
|
—
|
16.2%
net
|
7.5%
net
|
| 5-year return |
—
|
—
|
—
|
7.4%
net
|
| 10-year return |
—
|
—
|
—
|
8.3%
net
|
| Risk | ||||
| Volatility (3y) |
—
|
—
|
12.3%
|
10%
|
| Volatility (5y) |
—
|
—
|
—
|
12.2%
|
| Volatility (10y) |
—
|
—
|
—
|
14.1%
|
| Sharpe ratio (3y) |
—
|
—
|
0.96
|
0.36
|
| Sharpe ratio (5y) |
—
|
—
|
—
|
0.38
|
| Sharpe ratio (10y) |
—
|
—
|
—
|
0.48
|
| Bid/ask spread |
—
|
—
|
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Pricier than similar ETFs, which average around 0.34%.
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: GARP.
- Top-23% returns over 3 years (52nd of 226 ETFs we track).
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Pricier than similar ETFs, which average around 0.34%.
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Pricier than similar ETFs, which average around 0.34%.
Frequently Asked Questions
MTUM, GTUM, AQLT, and MVW are 4 Australian-listed ETFs we compare side by side. MTUM carries the lowest management fee (0.35%). Over 3 years, AQLT has delivered the highest total return (16.2% a year). The table above breaks down fees, returns, income and risk for each.
MTUM has the lowest management fee at 0.35% a year, versus GTUM 0.35%, AQLT 0.35%, and MVW 0.35%.
Over the past 3 years, AQLT has delivered the highest total return at 16.2% a year. Past performance is not a reliable indicator of future returns.
AQLT pays the highest at 4.15%. Remember distributions are taxed each year at your marginal rate.
MVW is the largest fund by assets ($3.3bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.