Australian Shares ETFs, funds & risks

On this page you'll find:

The Best ETFs Australian shares sector includes ETFs, managed funds and index funds which cover the ASX and national stock exchange (NSX). It also includes other sharemarket-focused ETFs and funds which may hold investments overseas (e.g. via the New Zealand or US exchanges).

Performance Characteristics

Over the ultra-long-term, the Australian share market has proven to be among the best-performing in the world. We truly are 'the lucky country'.

One of the unique features of the Australian sharemarket is a willingness by companies to pay substantial dividends back to shareholders. We believe this may be a result of Franking Credits.

Australian Shares Sector Risks

The Australian sharemarket is heavily skewed towards financials (i.e. banks and insurers), resources and property. These companies tend to be ‘cyclical’, meaning they move in-line with the direction of the broader economy and financial markets.

Some risks to investing in this sector include:

  • Market risk: This is the risk that the performance of the ETF/fund rises or falls unexpectedly day-to-day, month-to-month or even year-to-year. We believe these price movements are unpredictable. Therefore, we believe investing for multiple years is the most prudent way to invest.
  • Home country bias: That happens when you invest a larger amount of your money in local/Australian investments and exclude overseas markets. This may be because it is ‘too difficult’ or ‘too complex’ to invest in overseas markets.
  • Concentration: The Australian share market is made up of many companies. However, traditional market indices have a very high proportion of their performance tied to just a few investments, such as blue-chip shares in the financial and resources sectors.
  • Regulatory risk: Australia is a market with a robust financial system. Changes to the rules or laws regarding public investments could alter the performance of ETFs and funds in the sector.

List of ETFs to watch

ETF TickerHistorical yieldFee per yearFUM ($m)1y past return3Y returnSpreadBest ETF report
A2006.33%0.07%2,280.011.52%6.79%0.04%A200 report
ATEC0.46%0.48%151.18-22.95%0.23%ATEC report
AUMF6.36%0.30%46.94-4.74%3.97%0.18%AUMF report
AUST4.29%0.49%37.92-1.78%2.73%0.30%AUST report
BBOZ3.11%1.38%270.70-6.03%-25.25%0.24%BBOZ report
BEAR1.47%1.48%59.48-2.06%-9.21%0.15%BEAR report
EIGA9.54%0.80%30.42-0.30%4.00%0.64%EIGA report
EINC6.61%0.85%27.064.18%6.03%0.32%EINC report
EX202.79%0.25%235.22-1.72%5.16%0.15%EX20 report
FAIR3.44%0.49%1,233.39-5.12%3.53%0.11%FAIR report
GEAR14.99%0.80%362.330.00%6.85%0.11%GEAR report
GRNV3.59%0.35%95.87-3.71%3.86%0.14%GRNV report
HVST7.66%0.90%170.93-3.44%0.68%0.14%HVST report
IHD7.14%0.30%281.520.46%4.58%0.13%IHD report
ILC7.06%0.24%456.141.30%7.00%0.11%ILC report
IMPQ4.49%0.99%37.01-9.29%10.03%0.78%IMPQ report
INES11.86%0.97%71.773.94%13.32%0.60%INES report
INIF12.13%0.97%71.5412.20%11.57%0.68%INIF report
IOZ5.76%0.09%4,548.270.56%6.22%0.05%IOZ report
ISO7.81%0.55%121.13-9.94%3.86%0.46%ISO report
KSM0.00%2.27%10.89-16.29%5.22%1.27%KSM report
MVA4.85%0.35%655.01-1.71%0.22%0.17%MVA report
MVB5.26%0.28%201.323.64%5.94%0.17%MVB report
MVE2.83%0.45%164.23-0.43%10.22%0.14%MVE report
MVOL3.74%0.30%26.262.38%4.36%0.12%MVOL report
MVR5.19%0.35%238.509.13%7.51%0.13%MVR report
MVS4.15%0.49%47.20-5.86%3.02%0.25%MVS report
MVW3.54%0.35%1,656.441.04%5.62%0.11%MVW report
OZF3.85%0.34%124.572.40%4.65%0.15%OZF report
OZR17.67%0.34%112.296.76%9.34%0.20%OZR report
QFN3.73%0.34%52.272.32%4.86%0.17%QFN report
QOZ7.63%0.40%406.044.98%7.23%0.12%QOZ report
QRE17.27%0.34%111.867.71%10.54%0.22%QRE report
RARI3.61%0.45%262.770.08%3.80%0.14%RARI report
RDV6.39%0.34%237.760.82%3.70%0.14%RDV report
RINC3.78%0.85%64.298.55%2.38%0.39%RINC report
SFY5.98%0.29%735.771.93%5.91%0.07%SFY report
SLF6.95%0.40%588.51-2.40%0.69%0.16%SLF report
SMLL5.28%0.39%67.41-8.54%6.35%0.54%SMLL report
SSO13.16%0.50%25.04-9.30%4.44%0.21%SSO report
STW6.65%0.13%4,545.570.78%6.48%0.04%STW report
SWTZ6.16%0.89%67.734.10%6.50%0.73%SWTZ report
SYI16.35%0.35%290.686.49%6.65%0.10%SYI report
VAP4.18%0.23%2,283.54-1.38%1.49%0.08%VAP report
VAS7.26%0.10%11,009.700.18%6.53%0.03%VAS report
VHY6.48%0.25%2,307.044.67%8.35%0.05%VHY report
VLC9.07%0.20%158.793.28%7.78%0.09%VLC report
VSO5.44%0.30%674.59-2.84%8.64%0.13%VSO report
YMAX9.40%0.76%345.381.34%4.53%0.28%YMAX report
ZYAU5.34%0.35%71.99-8.34%-3.06%0.16%ZYAU report
AASF3.61%0.78%336.69-0.33%0.49%AASF report
E2009.63%0.13%34.962.46%0.21%E200 report
DVDY5.96%0.35%80.940.47%0.18%DVDY report
VETH4.82%0.17%404.52-2.34%0.10%VETH report
IIGF14.03%0.97%108.5614.58%0.61%IIGF report
IESG2.11%0.09%230.77-0.79%0.10%IESG report
MAAT6.43%2.26%24.74-7.42%0.94%MAAT report
AQLT0.73%0.35%11.320.12%AQLT report
Quartile 117.67%0.30%$11,009.7014.58%13.32%0.11%
Quartile 27.54%0.35%$393.972.46%6.85%0.16%
Quartile 35.86%0.78%$161.510.18%5.22%0.27%
Quartile 43.75%2.27%$65.07-2.84%3.80%1.27%
Average:6.47%0.54%$678.70-0.44%4.60%0.26%Data Updated: July 2022

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This brilliant (and free!) report is issued by Best ETFs Australia, a division of The Rask Group Pty Ltd. It is not a recommendation.
Speak to a financial professional before relying on this information and please read our Financial Services Guide (FSG).