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
A2003.11%0.07%1,996.2119.21%14.80%0.04%A200 report
ATEC3.00%0.48%208.384.06%0.17%ATEC report
AUMF3.48%0.30%44.6411.19%12.35%0.25%AUMF report
AUST3.00%0.49%22.0913.18%9.83%0.30%AUST report
BBOZ0.00%1.38%272.54-33.33%-36.34%0.26%BBOZ report
BEAR0.00%1.48%54.76-16.37%-15.37%0.17%BEAR report
EIGA4.86%0.80%31.2514.86%9.75%0.73%EIGA report
EINC5.10%0.85%27.0314.67%11.62%0.34%EINC report
EX202.21%0.25%240.4916.48%14.82%0.13%EX20 report
FAIR3.18%0.49%1,346.1518.04%15.22%0.11%FAIR report
GEAR6.52%0.80%341.0938.34%24.48%0.11%GEAR report
GRNV4.10%0.35%103.4918.58%15.40%0.15%GRNV report
HVST6.13%0.90%175.9010.11%8.92%0.11%HVST report
IHD5.26%0.30%295.8212.29%13.08%0.15%IHD report
ILC4.15%0.24%443.5917.57%14.08%0.12%ILC report
IMPQ2.82%0.99%37.9916.36%0.56%IMPQ report
INES1.63%0.97%67.5221.53%0.46%INES report
INIF1.27%0.97%77.3423.15%14.59%0.62%INIF report
IOZ3.52%0.09%4,961.0718.06%14.66%0.06%IOZ report
ISO6.84%0.55%156.6316.88%15.75%0.26%ISO report
KSM0.00%2.27%15.9817.05%14.28%0.89%KSM report
MVA3.72%0.35%672.5122.02%12.24%0.10%MVA report
MVB4.52%0.28%193.1831.41%12.62%0.08%MVB report
MVE1.85%0.45%186.8320.09%20.06%0.12%MVE report
MVOL3.16%0.30%31.1517.92%12.79%0.13%MVOL report
MVR3.93%0.35%141.449.09%14.71%0.15%MVR report
MVS3.13%0.49%50.7318.32%13.44%0.21%MVS report
MVW2.46%0.35%1,775.9116.23%14.20%0.07%MVW report
OZF3.80%0.40%132.2125.28%11.26%0.11%OZF report
OZR5.65%0.40%124.9810.12%15.98%0.15%OZR report
QFN3.23%0.34%62.4025.26%11.27%0.14%QFN report
QOZ5.06%0.40%403.9118.37%13.13%0.12%QOZ report
QRE5.52%0.34%96.0711.18%16.57%0.22%QRE report
RARI3.49%0.45%284.7017.95%12.19%0.13%RARI report
RDV4.12%0.34%263.4316.81%10.85%0.16%RDV report
RINC3.57%0.85%66.7720.65%9.25%0.39%RINC report
SELF7.67%0.88%4.3414.18%0.09%SELF report
SFY3.95%0.29%777.9818.14%13.93%0.06%SFY report
SLF5.19%0.40%711.9924.14%12.34%0.13%SLF report
SMLL6.10%0.39%76.7919.19%19.24%0.43%SMLL report
SSO7.00%0.50%32.8516.75%16.31%0.23%SSO report
STW3.75%0.13%4,816.8218.24%14.83%0.06%STW report
SWTZ3.01%0.89%204.0718.86%12.39%0.66%SWTZ report
SYI5.05%0.35%279.8715.16%13.08%0.10%SYI report
VAP4.41%0.23%2,645.0325.59%13.02%0.09%VAP report
VAS3.58%0.10%10,124.4018.70%15.33%0.04%VAS report
VHY4.92%0.25%2,052.3419.23%14.83%0.07%VHY report
VLC4.35%0.20%151.4217.62%14.93%0.13%VLC report
VSO4.45%0.30%723.4622.43%20.08%0.10%VSO report
YMAX8.49%0.76%335.6816.85%10.06%0.20%YMAX report
ZYAU4.29%0.35%95.6216.05%6.63%0.20%ZYAU report
AASF2.95%0.78%289.6927.87%0.49%AASF report
E2005.26%0.13%36.3617.73%0.18%E200 report
DVDY4.30%0.35%79.0915.20%0.14%DVDY report
VETH2.72%0.17%340.2919.10%0.10%VETH report
IIGF1.82%0.97%42.6621.54%0.53%IIGF report
IESG1.20%0.09%88.000.11%IESG report
MAAT4.41%2.26%32.230.80%MAAT report
AQLT0.35%AQLT report
Quartile 18.49%0.30%$10,124.4038.34%24.48%0.11%
Quartile 25.02%0.39%$340.8919.45%14.88%0.15%
Quartile 33.87%0.79%$166.2717.94%13.44%0.26%
Quartile 43.00%2.27%$63.4915.19%11.91%0.89%
Average:3.90%0.55%$678.4016.70%12.12%0.23%Data Updated: December 2021

Something missing?

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).