In this The Australian Finance Podcast, your host Owen Rask walks through 5 expert-level steps to research any ETF with confidence.
Whether you’re a beginner or just want to know what’s actually in your ETF, this checklist will help you make better investing decisions.
Owen covers:
- How to understand an ETF’s goal & investment universe
- What to watch out for with fees
- Why holdings and weightings matter
- What tracking difference really means
- How to check an ETF’s size, liquidity and structure
Plus, you’ll learn some key beginner takeaways to avoid costly mistakes, and how to use real ASX ETFs like VAS, A200, IVV and NDQ to compare.
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Topics Covered
Why ETF research matters
Step 1: Understand the ETF’s Objective
Step 2: Check the Fees & MER
Step 3: Look Under the Hood: Holdings & Weightings
Step 4: Compare Performance to the Index
Step 5: Assess Structure, Size & Liquidity
Why these 5 steps matter for beginners
What the “4% rule” has to do with ETFs
The risk of chasing high yield
How diversification helps smooth income
Real ETF comparisons: VAS, A200, IVV, NDQ, GOLD, EMKT
How to use a checklist for your own portfolio research
