Investors who own these Betashares ETFs below will receive their dividends on 16 July.

The ex-dividend date is tomorrow, 1 July. 

This means you must buy these Betashares ETFs today if you want to receive the next dividend.

Betashares ETF dividends

Here is an abridged list of the estimated dividends that Betashares will pay ASX investors on 16 July.

Betashares will confirm the finalised distribution amounts tomorrow. 

The Betashares Australia 200 ETF (ASX: A200) will pay 98 cents per unit. 

Betashares Australian Quality ETF (ASX: AQLT) will pay 97 cents per unit.

The Betashares Nasdaq 100 ETF (ASX: NDQ) will pay 90 cents per unit.

Betashares Nasdaq 100 Currency Hedged ETF (ASX: HNDQ) will pay 124 cents per unit. 

The Betashares Global Defence ETF (ASX: ARMR) will pay 46 cents per unit. 

Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS) will pay 113 cents per unit.

The Betashares Asia Technology Tigers ETF (ASX: ASIA) will pay 31 cents per unit.

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) will pay 35 cents per unit.

Betashares Diversified All Growth ETF (ASX: DHHF) will pay 21 cents per unit.

The Betashares Global Sustainability Leaders ETF (ASX: ETHI) will pay 26 cents per unit.

The Betashares Australian Sustainability Leaders ETF (ASX: FAIR) will pay 29 cents per unit.

But wait, there's more!

The Betashares Geared Australian Equity Fund – Hedge Fund (ASX: GEAR) will pay 21 cents per unit.

Betashares Global Cybersecurity ETF (ASX: HACK) will pay 62 cents per unit.

The Betashares Australian Financials Sector ETF (ASX: QFN) will pay 11 cents per unit.

Betashares Global Quality Leaders ETF (ASX: QLTY) will pay 103 cents per unit.

The Betashares Australian Resources Sector ETF (ASX: QRE) will pay 12 cents per unit.

Betashares Global Uranium ETF (ASX: URNM) will pay 22 cents per unit.

The Betashares Video Games and Esports (ASX: GAME) will pay 37 cents per unit.

Betashares Global Banks Currency Hedged (ASX: BNKS) will pay 65 cents per unit.

Betashares Global Energy Companies Currency Hedged ETF (ASX: FUEL) will pay 27 cents per unit.

View a complete list of estimated Betashares ETF distributions here.

Want to reinvest your dividends?

A distribution reinvestment plan (DRP) is available for all Betashares ETFs.

Betashares' registrar, MUFG Corporate Markets, must receive your DRP election by 5pm AEST this Friday, 3 July.

Own other ASX ETFs?

It's dividend season, and several other ASX ETF providers have also announced their next payments.

If you own Vanguard ETFs such as Vanguard Australian Shares Index ETF (ASX: VAS), see dividends here.

Invested in VanEck ETFs such as VanEck Gold Miners ETF (ASX: GDX)? View distributions here.

If you own Global X ETFs like Global X Copper Miners AUD ETF (ASX: WIRE), see here.

Invested in IVV ETF or other iShares ETFs? View your distributions here.

The post Own NDQ, ARMR, HACK or other Betashares ASX ETFs? Dividends just announced appeared first on The Motley Fool Australia.

The good news is that Bell Potter doesn't believe it is too late to add exposure to the sector.

This is especially the case given its belief that we are still in the early innings of a sustained supercycle.

What is the broker saying?

Bell Potter highlights that several megatrends are colliding and supporting structurally higher prices. It said:

Several megatrends are now colliding with a resource base that has been starved of investment for a decade. We believe new and higher price floors are being established across a basket of commodities. We see this as the early innings of a sustained supercycle. A supercycle is a structural rather than cyclical shift in demand that plays out over many years, globally and broadly at once. The 2000s cycle was built on China's industrialisation and urbanisation, and was intensive in bulk, fuel-type commodities: iron ore, coal and oil.

The cycle now forming is intensive in the materials behind electrification and compute power: copper, aluminium, uranium, lithium, nickel, and rare earths. Three structural forces are driving it together: the AI capital expenditure boom, global electrification, and deglobalisation. At the same time, supply across several of these commodities is structurally constrained, copper most of all. That constraint is the mechanism that turns strong demand into durable price floors rather than a short-lived cyclical spike.

How can you play the supercycle?

According to the note, Bell Potter has named four ASX exchange traded funds (ETFs) that it believes would be great options for investors looking for exposure to the mining supercycle.

The first two are the Betashares Global Uranium ETF (ASX: URNM) and the Global X Uranium AUD ETF (ASX: ATOM) for uranium exposure. Bell Potter highlights that uranium gives investors "direct exposure to the power constraint on AI and clean energy, with its own tight supply story."

If you are looking for copper exposure, it has named Global X Copper Miners AUD ETF (ASX: WIRE) as one to buy. The broker notes that copper is "the cleanest beneficiary of both the AI / grid build-out and electrification, against a constrained supply outlook." For this reason, copper is its top commodity pick right now.

And with Bell Potter expecting the gold price to remain strong, it is tipping the VanEck Gold Miners AUD ETF (ASX: GDX) as a buy. It believes the "de-dollarisation and central bank buying are long term structural thematics that will support the gold price."

The broker concludes:

Spot prices have already moved, with copper setting fresh records in early 2026. The miners, however, should be supported by a higher-for-longer price environment that consensus is not yet pricing. Sell-side estimates still assume reversion towards lower long-run price decks, so sustained elevated prices are reflected neither in forward earnings nor in current share prices. There will no doubt be volatility in commodity and share prices over the medium term, but we would take any weakness as a buying opportunity into this long term thematic.

The post 4 ASX ETFs to buy for the mining supercycle appeared first on The Motley Fool Australia.

According to Tom Wickenden, Investment Strategist at Betashares, geopolitics is now a structural driver of asset prices.

The short-term threat is the hit to global growth and the inflationary pressure from higher oil prices.

Given the recency of the shock, its impact will only show up in hard economic data with a lag. Put simply, the longer the war runs, the greater the risk of global recession. Our base case assumption remains a timely de-escalation without a severe shock to the global economy.

In yesterday's report, Betashares identified three ASX ETFs that could be ideal investments in today's climate. 

Betashares Global Defence ETF (ASX: ARMR)

According to Betashares, global defence stocks have been among the best performing since the start of Trump's second presidential term. 

In April of 2026 the US proposed a US$1.5 trillion defence budget for FY27. This is the largest in history and a 50% increase on FY26.

Across the Atlantic, Europe's defence priorities are also accelerating. 

EU defence spending is projected to rise from €218 billion in 2021 to €392 billion in 2025.

The direction of travel is clear, and defence contractors globally could be structural beneficiaries and a potential hedge to geopolitical threats that can cause broader equity market disruption.

The Global Defence ETF from Betashares provides a simple way to gain exposure to the potential long term structural growth in the global defence sector.

It currently holds 13 of the top 20 defence contractors in the world by defence revenue. 

Betashares Global Uranium ETF (ASX: URNM)

The Betashares report said the Iran conflict has now re-ignited energy self-sufficiency concerns globally. 

As governments reassess their baseload power (the minimum level of electricity a grid needs around the clock) and seek to reduce dependence on hostile suppliers, nuclear energy has re-emerged as a cornerstone of the solution.

With nuclear increasingly recognised as essential for energy independence, decarbonisation and AI-driven electricity demand, the uranium supply chain may be entering a period where demand outpaces supply, which could favour producers in allied nations.

An ideal allocation for investors looking to target this theme is the Global Uranium ETF. 

It provides exposure to a portfolio of global companies involved in the mining, exploration, development and production of uranium. It also includes companies that hold physical uranium or uranium royalties.

Betashares Energy Transition Metals ETF (ASX: XMET)

Critical minerals, inputs essential for AI data centres, EVs, renewable energy and defence technology, are at the intersection of future technologies and geopolitics.

According to Betashares, renewed focus on diversifying away from Chinese dependence is leading to increased investment from Australia, the US and others. 

Both the US and Australia have established strategic mineral reserves, and the latest US defence budget dramatically expands investment in domestic critical mineral supply chains. Selected producers from allied nations, Australia, Canada, Peru and Chile, could be well positioned to benefit from this government-backed push for supply chain resilience.

XMET ETF provides Australian investors with targeted exposure to global companies at the heart of the critical minerals supply chain.

The post 3 ASX ETFs positioned to outperform in today's uncertain geopolitical climate appeared first on The Motley Fool Australia.

In a new report, Wickenden says the longer-term impact of the Iran war will centre around global energy self-sufficiency.

Investors have responded by ploughing funds into 5 ASX ETF thematics.

Let's take a look.

Energy producers

An example is the Global Energy Companies Currency Hedged ETF (ASX: FUEL), which is 30% higher in the year to date (YTD).

Another example is the commodity-price-based energy ETF, Betashares Crude Oil Index Currency Hedged Complex ETF (ASX: OOO).

OOO ETF was the best performer among the more than 400 ASX ETFs on the market last month, returning 55% due to the global oil shock.

Uranium

Betashares offers investors the Global Uranium ETF (ASX: URNM), which is up 15% in the YTD.

The uranium arena is volatile, however, James Gerrish from Market Partners says small modular reactors are the way of the future.

In a recent Money Matters newsletter, Gerrish said:

Nuclear power accounts for ~10% of global electricity generation today with demand set to rise substantially over the coming years as AI usage ratchets up.

With the uranium market transitioning into a structural tightening phase, and a high probability of deficit emerging later this decade, the URNM ETF should push higher in the coming years.

Defence

Vaneck Global Defence ETF (ASX: DFND) is one of the most popular defence ETFs on the market today.

DFND ETF has risen 34% over the past 12 months amid NATO committing to a substantial lift in defence spending at America's urging.

Critical minerals

Australia's last mining boom, from the early 2000s through to 2013, was mainly driven by iron ore and coal exports to China.

Experts say the next one already underway is being driven by critical minerals tied to electrification, power generation, and energy security.

They include copper, uranium, lithium, rare earths, and silver.

Betashares Energy Transition Metals ETF (ASX: XMET) was among the 6 best-performing international shares-based ASX ETFs last year.

XMET ETF delivered a 100% return while Global X Green Metal Miners ETF (ASX: GMTL) returned a similarly impressive 81%.

Agricultural commodities

The oil shock has sparked concern over the global supply of fertiliser, which is crucial for crop production.

Natural gas is a key feedstock for nitrogen-based fertilisers like ammonia and urea.

This means higher oil and gas prices can significantly increase fertiliser costs.

Betashares offers the Global Agriculture Companies Currency Hedged ETF (ASX: FOOD), which has risen 41% over the past year.

The post 5 thematics driving ASX ETF investment today: expert appeared first on The Motley Fool Australia.

It appears investors are buying the dip after the ASX 200 dropped 7.8% in March, creating some value buying opportunities.

Many exchange-traded funds (ETFs) are also rising today.

For example, the market's largest ETF, the Vanguard Australian Shares Index ETF (ASX: VAS) is up 1.3% to $107.58 apiece.

Australian investors love their ETFs.

The latest data shows we have ploughed a record $333 billion into the 426 exchange-traded funds on the market today.

If you're considering buying ETFs amid today's market rally, here are three recommended by experts.

Betashares Global Uranium ETF (ASX: URNM)

The URNM ETF is $12.07 apiece, down 0.33% today, but up 105% over the past 12 months.

On The Bull this week, Michael Gable from Fairmont Equities explained his buy rating on this ASX ETF.

URNM stock rose from $6.34 on April 3, 2025 to $15.24 on January 29, 2026.

The recent dip provides investors with another buying opportunity.

We expect demand for uranium to exceed supply in the years ahead, particularly as countries diversify their energy sources away from fossil fuels.

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)

The ATEC ETF is $19.92 apiece, up 2.3% today and down 15% over 12 months.

On The Bull last week, Blake Halligan from Catapult Wealth revealed a buy rating on this ETF.

Halligan said ATEC had experienced a material pullback alongside the broader tech sector due to fears over artificial intelligence (AI).

This has created an attractive entry point for long term investors.

Halligan said:

Share prices in several of its key constituents, including Xero Ltd (ASX: XRO), WiseTech Global Ltd (ASX: WTC), Pro Medicus Ltd (ASX: PME) and REA Group Ltd (ASX: REA), have fallen significantly despite stable earnings trajectories and ongoing revenue growth across the sector.

Market concerns surrounding artificial intelligence disruption appear overdone, in my view, particularly given the high costs of switching software platforms.

Despite weaker sentiment, fundamentals are largely intact.

In our view, an appealing opportunity exits to gain exposure to high quality Australian technology names through ATEC.

Munro Global Growth Fund Complex ETF (ASX: MAET)

The MAET ETF is $5.94 apiece, up 0.2% today and down 2.5% over 12 months.

Last month on The Bull, Andrew Wielandt from DP Wealth Advisory gave a buy recommendation on this ASX ETF.

Wielandt said:

Funds under management, including it's unlisted managed fund, exceed $1 billion.

This exchange traded fund focuses on global companies involved in high performance computing, digital enterprise, climate, innovative health and security.

Also, the ETF focuses on capital preservation.

During the past five years, the fund has returned 9.1 per cent per annum.

I hold MAET in my self managed super fund. I like the fund's historical record and outlook.

The post 3 ASX ETFs to buy amid share market rally today: Experts appeared first on The Motley Fool Australia.

Let's see what the equities firm is recommending to Aussie investors:

Betashares Global Uranium ETF (ASX: URNM)

The first ASX mining share that Fairmont Equities is tipping as a buy this week is actually an exchange traded fund (ETF).

The Betashares Global Uranium ETF provides investors with exposure to leading global stocks that are involved in the mining, exploration, development, and production of uranium, modern nuclear energy, or that hold physical uranium or uranium royalties.

Fairmont Equities thinks it would be a good option for investors given its positive view on the outlook for uranium. This is especially the case given a recent pullback in the ETF's unit price.

Commenting on the ETF, the equities firm said:

I remain positive about the outlook for the uranium sector. URNM provides exposure to a portfolio of mining, exploration and development companies in the global uranium industry. URNM stock rose from $6.34 on April 3, 2025 to $15.24 on January 29, 2026.

The stock was trading at $12.31 on April 2, 2026. The recent dip provides investors with another buying opportunity. We expect demand for uranium to exceed supply in the years ahead, particularly as countries diversify their energy sources away from fossil fuels.

New Hope Corporation Ltd (ASX: NHC)

Another ASX mining share that could be a buy according to Fairmont Equities is coal miner New Hope.

The equities firm believes that demand for coal will remain strong, especially given the war in the Middle East. As a result, it thinks that New Hope is well-positioned to profit from this strong demand.

It also highlights that recent trading patterns are favourable, which it thinks points to significant upside potential.

Commenting on the mining share, Fairmont Equities said:

I have been bullish on this thermal coal producer for several months. I believe global demand for coal will remain elevated. The conflict in the Middle East is lifting demand for thermal coal, with countries, such as Japan, increasing coal-fired power generation to offset instability in gas markets. During the past few weeks, NHC shares broke out of a bullish technical pattern on strong volume, which implies significant upside from here.

The post 2 ASX mining shares to buy: Expert appeared first on The Motley Fool Australia.

Cauldron said in a statement to the ASX on Tuesday morning that public disclosures showed that Betashares currently holds 15.8 million Cauldron shares worth $678,352.

Major endorsement

Cauldron said that inclusion in the exchange-traded fund (ETF) was an important milestone for the company, "reflecting the Company's growing relevance within the global uranium sector".

The company went on to say:

Moreover, the company considers ETF inclusion extremely positive as it will likely enhance global investor awareness of Cauldron, broaden access to institutional and passive capital flows, support liquidity and trading volumes over time; and reinforce Cauldron's exposure to the nuclear energy thematic, which is experiencing strong global momentum.

Cauldron Energy Chief Executive Officer Jonathan Fisher added:

Inclusion in the BetaShares Global Uranium ETF is a strong endorsement of Cauldron's progress and positioning within the uranium sector. As global capital continues to flow into nuclear energy and uranium equities, inclusion in a leading ETF such as URNM enhances our visibility to a broader investor base and supports our ongoing growth strategy.

Strong returns

The URNM ETF, according to its website, has returned 89.64% over the year to the end of March, and 26.47% per annum over five years.

The ETF says this regarding its objectives:

Nuclear energy is increasingly being accepted as a safe, reliable, low-carbon energy source and seen as a critical supplementary means of meeting the world's growing energy demands. As a result, demand for uranium to fuel nuclear power stations is projected to grow strongly. URNM provides exposure to leading global companies involved in the mining, exploration, development and production of uranium, modern nuclear energy, or that hold physical uranium or uranium royalties.

The ETF is currently valued at $325.6 million.

The ETF holds a range of international and Australian companies, including Nac Kazatomprom and Cameco Corp internationally, and Paladin Energy Ltd (ASX: PDN), NexGen Energy Ltd (ASX: NXG), and Deep Yellow Ltd (ASX: DYL) locally.

Cauldron Energy shares were trading 11.6% higher in early trade at 4.8 cents. The company was valued at $88 million at the close of trade on Thursday.

Cauldron recently updated its mineral resource at its flagship Yanrey project in Western Australia, increasing it by 13.67 million pounds of uranium oxide to more than 55 million pounds.

The company is expecting to start its 2026 drilling program in May, with "many high priority targets''.

The post Why are shares in this uranium company surging today? appeared first on The Motley Fool Australia.

After a steep 9.1% drop between 27 February and 23 March, the ASX 200 recovered a bit to finish the month down 7.8%.

In April so far, ASX 200 shares are 1.05% higher after the US signalled yesterday that it may be out of Iran within two or three weeks.

James Gerrish from Shaw and Partners says the "war fear" in the market is now fading.

While the road out may be volatile, Gerrish and his Market Matters team are bullish on ASX 200 shares for the rest of the year.

In fact, they think the ASX 200 could re-test its all-time high of 9,200.9 points later in the year, if the Iran situation is resolved soon.

In his Market Matters newsletter today, Gerrish has named 3 ETFs to buy before the rally really gets started.

3 ASX ETFs to buy today: expert

Global X Copper Miners ETF (ASX: WIRE)

The WIRE ETF is $122.42 apiece on Thursday, down 1.2% today and down 17.9% over the past month.

The Market Matters team is targeting $30 for this exchange-traded fund over the next year or so.

The experts said:

Copper (Cu) has experienced a volatile few weeks as the Iran conflict brought into question global economic growth, even though it's underpinned by structural demand from industrial uses, particularly global electrification and the AI buildout.

At MM, we remain firm believers in the Cu story over the coming years and last month increased our exposure to Sandfire Resources Ltd (ASX: SFR) and bought Evolution Mining Ltd (ASX: EVN) to increase our exposure to the industrial metal in the Active Growth Portfolio after the sector's 32% correction from its late January high.

A close above $24 would be a bullish technical trigger.

VanEck Gold Miners ETF (ASX: GDX)

This ASX gold ETF is $137.67 per unit, up 0.6% today and down 19% over the past month.

The Market Matters team is targeting the $160 area for the GDX ETF through 2026.

They said:

The GDX ETF gained more than 4% on Wednesday, though the move felt stronger locally with most ASX gold miners rallying 6–8%.

After a ~35% correction, the sector appears to have completed the anticipated washout following its surge to fresh highs in 2026.

We believe the broader uptrend remains intact, although a period of consolidation around ~$150 would not be surprising.

A close above $142 would be a bullish technical trigger.

BetaShares Global Uranium ETF (ASX: URNM)

This ASX uranium ETF is $12.28 per unit, down 0.6% today and down 7.9% over the past month.

The Market Matters team said they like the URNM ETF after a 29% pullback, and remain constructive on the uranium sector.

They commented:

At MM, we believe nuclear power is the obvious clean energy source that works today, with US big tech agreeing, as they pour money into Small Modular Reactors (SMRs).

Nuclear power accounts for ~10% of global electricity generation today with demand set to rise substantially over the coming years as AI usage ratchets up.

With the uranium market transitioning into a structural tightening phase, and a high probability of deficit emerging later this decade, the URNM ETF should push higher in the coming years.

A close above $12.60 would be a bullish technical trigger.

The post 3 ASX ETFs to buy before the rally really takes off: expert appeared first on The Motley Fool Australia.

The ETF Market Scoop Report said investors poured $5.3 billion in Australian ETFs in the first month of 2026, marking the best start to the year on record. 

Subsequently, the Australian Exchange Traded Fund market grew $5.8 billion (+1.7%) over the month to $336.4 billion across 463 products.

Here were some of the prominent themes. 

Metals Mayhem 

Acording to Global X, January was defined by extreme volatility across precious metals.

The report said several metals were sold off aggressively, with silver recording its worst intraday fall on record during January. 

Despite the drawdown, trading activity accelerated, as investors actively repositioned across the precious metals complex. The scale of this repositioning was evident in Australian-listed ETFs, with total precious metals ETF trading reaching $2.4 billion during January, marking the highest monthly volume on record.

Additionally, Global X said precious metal ETFs took in $447 million in January, marking the highest month on record for the category. 

Historically, silver ETFs have averaged roughly $3 million in daily turnover over the past five years. However in January, that figure rose to $47 million per day. 

After such unprecedented investment in the sector, investors may be wondering if there is still upside. 

Fortunately, Global X said the longer-term outlook for silver continues to be supported by structural demand from electrification, given its critical role in solar panels, electric vehicles, AI infrastructure and power grids.

Gold's Bull Market is far from over

Another key point from the report was that gold's current rally sits firmly within a secular bull market, echoing earlier multi-year uptrends rather than a late-cycle spike. 

Global X said previous bull markets have been driven by a weaker US dollar, accommodative monetary policy and rising geopolitical risk – a backdrop that shares clear parallels with today's environment.

Gold's price is underpinned by more than just ETF flows. Ongoing central bank buying, as countries diversify reserves away from the US dollar, remains a major structural driver. Official sector demand has stayed largely price-insensitive, with purchases sustained even as gold moved to new highs, highlighting that gold is increasingly treated as a core reserve asset rather than a cyclical trade.

Best performing ASX ETFs

Some of the best performing ASX ETFs across January reflected these themes. 

Hydrogen's strong was driven by improving order momentum, supportive policy, and growing confidence in commercial viability.

Simultaneously, Uranium miners continued their resurgence, as investors refocused on nuclear energy's role in meeting AI-driven power demand.

Finally, the report said equity leadership remained concentrated in North Asia, with Korea extending its momentum.

According to the report, ASX ETFs that saw big gains in January included: 

• Global X Physical Silver Structured (ASX: ETPMAG) rose 36.4%
• Betashares Global Uranium Etf (ASX: URNM) rose 33.7%
• ETFs Hydrogen ETF (ASX: HGEN) lifted 24.8%
• Global X Uranium ETF (ASX: ATOM) increased 24.3%
• iShares Msci South Korea ETF (ASX: IKO) rose 21.3%. 

The post What were the best performing ASX ETFs in January? appeared first on The Motley Fool Australia.

Prices have surged 7.84% today, pushing uranium to US$98.30 per pound and lifting gains to almost 20% for the month. The move takes the nuclear fuel to its highest level in almost 2 years.

The rally reflects improving fundamentals across the uranium market, alongside renewed investor interest in both the commodity and uranium-linked equities.

As prices break to multi-year highs, attention has returned to uranium miners and ETFs moving higher alongside the commodity.

Demand is accelerating faster than supply

The biggest driver behind uranium's surge is a renewed lift in global demand.

Nuclear power is firmly back on the agenda as governments and utilities scramble to secure reliable, low-carbon electricity. This shift has been supercharged by the rapid growth in data centres, artificial intelligence, and electrification, all of which require stable baseload power that renewables alone struggle to provide.

As a result, utilities are moving earlier and more aggressively to lock in long-term uranium supply contracts. That behaviour is tightening an already thin market and pushing prices higher.

Several industry reports now describe uranium as entering a multi-year structural bull market, with demand expected to outpace supply well into the second half of the decade.

Supply challenges persist

On the other side of the equation, uranium supply remains constrained.

Years of underinvestment following the last uranium downturn have left the industry short of new production. Bringing new mines online takes time, capital, and regulatory approvals, meaning supply cannot respond quickly to higher prices.

Geopolitical factors are also playing a role. Western countries are actively reducing reliance on Russian nuclear fuel, forcing utilities to source uranium from a smaller pool of producers. That shift has tightened the market further and reinforced the upward pressure on prices.

Strategic buying adds fuel to the rally

Adding momentum to the move has been renewed buying from physical uranium funds.

In recent days, large-scale purchases of physical uranium have removed material volumes from the spot market, helping prices break through key psychological levels.

One high-profile example is the Sprott Physical Uranium Trust, which recently purchased around 500,000 pounds of uranium. This has helped tighten available supply and support prices at key levels.

How can investors gain exposure?

For investors looking to tap into the uranium sector without picking individual miners, ETFs are one option.

The Betashares Global Uranium ETF (ASX: URNM) offers diversified exposure to global uranium miners and nuclear energy companies. It tracks an index that includes established producers, developers, and companies involved across the nuclear fuel cycle.

URNM has rallied strongly alongside the uranium price and provides a straightforward way to gain exposure to the sector through a single ASX-listed investment.

However, it is worth remembering that uranium and nuclear-related equities tend to be volatile and cyclical, influenced by commodity price swings, geopolitical developments, and energy policy decisions.

Foolish Takeaway

With uranium pushing multi-year highs as markets price in stronger nuclear demand and constrained supply, strategic exposures like URNM can offer diversified access to this resurging sector.

That said, any investment should still align with an investor's risk tolerance and long-term energy outlook.

The post Uranium goes nuclear as prices surge 7% and hit a 23-month high appeared first on The Motley Fool Australia.

Megatrends such as electrification, artificial intelligence, and the shift toward new energy sources tend to play out over many years.

While picking individual winners can be difficult, you don't have to worry about that.

That's because there are ASX exchange traded funds (ETFs) that allow investors to gain diversified exposure to these themes in a simple and accessible way.

Here are three ASX ETFs that provide exposure to some of the most compelling megatrends shaping the global economy.

Global X Battery Tech & Lithium ETF (ASX: ACDC)

The first ASX ETF to look at is the Global X Battery Tech & Lithium ETF. It is designed to capture the backbone of the electrification trend.

This ETF invests in shares across the battery supply chain, including lithium miners such as PLS Group Ltd (ASX: PLS), battery manufacturers, and energy storage specialists. This gives investors exposure not just to electric vehicles, but also to grid storage, consumer electronics, and industrial batteries.

Lithium prices have rebounded strongly as demand accelerates and supply struggles to keep pace. With electric vehicle adoption continuing and energy storage becoming increasingly important for renewable power, the long-term case for battery technology remains intact.

The Global X Battery Tech & Lithium ETF allows investors to participate in this theme without relying on a single commodity producer or technology outcome.

Betashares Global Uranium ETF (ASX: URNM)

The second ASX ETF to look at is the Betashares Global Uranium ETF. It offers investors exposure to what many believe could be a multi-year turnaround for nuclear energy.

Governments around the world are reassessing nuclear power as a reliable, low-emissions energy source. At the same time, rising electricity demand from data centres, electrification, and AI workloads is putting pressure on existing power systems.

Uranium supply remains constrained after years of underinvestment, while demand is expected to grow steadily over the coming decade. This combination has led many analysts to anticipate a prolonged uranium bull market.

The Betashares Global Uranium ETF provides diversified exposure to uranium miners and nuclear fuel companies like Paladin Energy Ltd (ASX: PDN), allowing investors to access this theme without the risks of picking individual stocks.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Finally, the Betashares Global Robotics and Artificial Intelligence ETF focuses on the technologies reshaping how work gets done.

This ETF invests in shares involved in robotics, automation, and artificial intelligence across manufacturing, healthcare, logistics, and software. These technologies are increasingly being adopted to address labour shortages, improve efficiency, and handle growing volumes of data.

Unlike consumer-facing tech trends, robotics and AI are deeply embedded in industrial and enterprise processes. That makes adoption more structural than cyclical.

The Betashares Global Robotics and Artificial Intelligence ETF gives investors exposure to the tools and systems enabling this transformation like Nvidia (NASDAQ: NVDA), rather than betting on any single application or use case.

The post 3 ASX ETFs for exposure to exciting megatrends appeared first on The Motley Fool Australia.

Investors in the Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS) will be among those paid today.

The gold miners ETF was one of the best performers of 2025, delivering a whopping total return of 149%.

MNRS tracks the performance of the Nasdaq Global ex-Australia Gold Miners Hedged AUD Index.

The 65% rally in the gold price last year, building on the 24% lift in 2024, was a big tailwind behind MNRS last year.

Investors in Betashares Global Defence ETF (ASX: ARMR) will also be paid today.

ARMR is benefitting from a big increase in global defence spending amid volatile geopolitics these days.

It tracks the VettaFi Global Defence Leaders Index and gave investors a total return of 48% last year.

Dividends to be paid today

Here are the dividends that investors will receive, rounded to two decimal places, today.

The Betashares Australia 200 ETF (ASX: A200) will pay $1.15 per unit with 60% franking.

Betashares Australian Quality ETF (ASX: AQLT) will pay 47 cents per unit with 93% franking.

The Betashares Global Defence ETF (ASX: ARMR) will pay 32 cents per unit.

Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS) will pay 3 cents per unit.

The Betashares Asia Technology Tigers ETF (ASX: ASIA) will pay 67 cents per unit.

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) will pay 6 cents per unit with 106% franking.

Betashares Diversified All Growth ETF (ASX: DHHF) will pay 30 cents per unit with 22% franking.

The Betashares Global Sustainability Leaders ETF (ASX: ETHI) will pay 4 cents per unit.

Betashares Australian Sustainability Leaders ETF (ASX: FAIR) will pay 29 cents per unit with 65% franking.

But wait, there's more…

The Betashares Geared Australian Equity Fund – Hedge Fund (ASX: GEAR) will pay 45 cents per unit with 225% franking.

Betashares Australian Dividend Harvester Active ETF (ASX: HVST) will pay 6 cents per unit with 74% franking.

The Betashares S&P Australian Shares High Yield ETF (ASX: HYLD) will pay 12 cents per unit with 66% franking.

Betashares Australian Financials Sector ETF (ASX: QFN) will pay 28 cents per unit with 89% franking.

Betashares Global Quality Leaders ETF (ASX: QLTY) will pay 9 cents per unit.

The Betashares Australian Resources Sector ETF (ASX: QRE) will pay 11 cents per unit with 101% franking.

Betashares Global Uranium ETF (ASX: URNM) will pay 3 cents per unit.

The Betashares Australian Top 20 Equity Yield Maximiser Fund (ASX: YMAX) will pay 13 cents per unit with 31% franking.

Betashares Global Banks Currency Hedged (ASX: BNKS) will pay 11 cents per unit.

Betashares Global Energy Companies Currency Hedged ETF (ASX: FUEL) will pay 9 cents per unit.

The post Own MNRS or ARMR ETFs? Here's why it's a big day for you appeared first on The Motley Fool Australia.

Investors who own these Betashares ETFs below will receive their dividends on 19 January.

The ex-dividend date is today, and the record date is Monday.

How much in dividends will you receive?

Here are the dividends that investors will receive, rounded to the nearest cent, on 19 January.

The Betashares Australia 200 ETF (ASX: A200) will pay $1.15 per unit with 60% franking.

Betashares Australian Quality ETF (ASX: AQLT) will pay 47 cents per unit with 93% franking.

The Betashares Global Defence ETF (ASX: ARMR) will pay 32 cents per unit.

The Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS) will pay 3 cents per unit.

The Betashares Asia Technology Tigers ETF (ASX: ASIA) will pay 67 cents per unit.

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) will pay 6 cents per unit with 106% franking.

Betashares Diversified All Growth ETF (ASX: DHHF) will pay 30 cents per unit with 22% franking.

The Betashares Global Sustainability Leaders ETF (ASX: ETHI) will pay 4 cents per unit.

The Betashares Australian Sustainability Leaders ETF (ASX: FAIR) will pay 29 cents per unit with 65% franking.

More ASX ETFs paying dividends soon

The Betashares Geared Australian Equity Fund – Hedge Fund (ASX: GEAR) will pay 45 cents per unit with 225% franking.

The Betashares Australian Dividend Harvester Active ETF (ASX: HVST) will pay 6 cents per unit with 74% franking.

The Betashares S&P Australian Shares High Yield ETF (ASX: HYLD) will pay 12 cents per unit with 66% franking.

The Betashares Australian Financials Sector ETF (ASX: QFN) will pay 28 cents per unit with 89% franking.

Betashares Global Quality Leaders ETF (ASX: QLTY) will pay 9 cents per unit.

The Betashares Australian Resources Sector ETF (ASX: QRE) will pay 11 cents per unit with 101% franking.

Betashares Global Uranium ETF (ASX: URNM) will pay 3 cents per unit.

The Betashares Australian Top 20 Equity Yield Maximiser Fund (ASX: YMAX) will pay 13 cents per unit with 31% franking.

Betashares Global Banks Currency Hedged (ASX: BNKS) will pay 11 cents per unit.

Betashares Global Energy Companies Currency Hedged ETF (ASX: FUEL) will pay 9 cents per unit.

Want to reinvest your ASX ETF dividends?

A distribution reinvestment plan (DRP) is available for eligible Betashares ETFs.

Betashares' registrar, MUFG Corporate Markets, must receive your DRP election by 5pm AEST on 6 January.

The post Own Betashares ASX ETFs? Here's your next dividend appeared first on The Motley Fool Australia.

Below, we look at three top funds targeting the rally in global equities and the resurgent uranium sector.

Two ASX ETFs to tap into the global equity rally

DP Wealth Advisory's Andrew Wielandt recently issued a buy recommendation for the Munro Concentrated Global Growth Active ETF (ASX: MCGG), courtesy of The Bull.

He noted that he holds MCGG in his own self-managed superannuation fund.

According to Wielandt:

This exchange traded fund owns between 20 and 40 global equities. It's unhedged, so performance will be assisted or hindered by movements in the Australian dollar given its overseas focus.

He noted that the fund's main holdings include Microsoft Corp (NASDAQ: MSFT), Amazon.com Inc (NASDAQ: AMZN), and Nvidia Corp (NASDAQ: NVDA).

And investors have been enjoying some outsized gains.

Wielandt noted:

Performance has been strong, up 35% in the past 12 months and up 20% per annum since its inception in February 2022. The fund returned 4.6% for the month of October 2025. I believe the fund offers long term value.

The second ASX ETF Wielandt recommends buying today, which he also owns, is the Plato Global Alpha Fund (ASX: PGA1).

"The Plato Global Alpha Fund, established initially as a managed fund in September 2021, operates as a long/short exchange traded fund," he explained. Meaning the ETF can potentially benefit from a stock holding that's rising or falling in value.

Wielandt said:

It holds numerous positions – both long and short – with a goal to outperform the MSCI world net return unhedged index by 4% per annum over the medium to long term. The fund delivered a return of 3.35% in October, outperforming the MSCI World benchmark by 0.08%. The fund delivered a return of 41.93% in the past year.

The fund is overweight in financials and defence and is underweight in materials and energy. Contributors to its performance in the past 12 months include Nvidia, Microsoft and Broadcom Inc (NASDAQ: AVGO). The price of the ETF has been steadily rising since mid-April and I like the outlook.

Investing in the global uranium revival

The third ASX ETF you might want to buy today invests in a group of companies that stand to benefit from the resurgent global demand for nuclear power.

Which sees Fairmont Equities' Michael Gable tipping the Betashares Global Uranium ETF (ASX: URNM).

"URNM provides exposure to a portfolio of mining, exploration and development companies in the global uranium industry," Gable said.

According to Gable:

This exchange traded fund continues to perform well as demand for uranium exceeds supply and, in our view, is likely to persist for several years. This puts upward pressure on uranium prices to the benefit of uranium mining companies.

And with the world's biggest economy, among others, looking to boost its nuclear energy capacity, this ASX ETF could catch some long-term tailwinds.

Gable concluded:

Recent announcements by the US government to expand nuclear power capacity is poised to generate even more demand for uranium. This ETF has risen from $5.83 on April 9 to trade at $10.88 on November 6. But we believe the ETF offers value at these levels given its bright outlook.

During the Monday lunch hour today, URNM is trading for $10.16 a share.

The post Analysts name 3 top ASX ETFs to buy today appeared first on The Motley Fool Australia.

Here are three with buy ratings from the experts.

Betashares Global Uranium ETF (ASX: URNM)

On The Bull this week, Michael Gable from Fairmont Equities has a buy rating on the Betashares Global Uranium ETF.

This ETF tracks the performance of the Indxx North Shore Uranium Mining Index before fees.

Gable says:

This exchange traded fund continues to perform well as demand for uranium exceeds supply and, in our view, is likely to persist for several years.

This puts upward pressure on uranium prices to the benefit of uranium mining companies.

Recent announcements by the US Government to expand nuclear power capacity is poised to generate even more demand for uranium.

Gable notes the ETF's recent rise from $5.83 per unit on 9 April to $10.88 on 6 November.

Despite this near-doubling in unit price, Gable says this ASX ETF is still a great buy.

… we believe the ETF offers value at these levels given its bright outlook.

URNM ETF is trading at $10.65 per unit, up 0.95% on Thursday.

Betashares US Equities Strong Bear Currency Hedged Complex ETF (ASX: BBUS)

BBUS enables investors to bet against the US sharemarket, and Tony Locantro of Alto Capital gives it a buy rating.

Locantro says US stocks are trading at a "historically overvalued level" and a market correction may be imminent.

He comments:

The objective of the fund is to generate a positive return when the S&P 500 total return index falls on any given day.

… with the S&P 500 recently trading near all-time highs, the fund provides investors with downside protection should the market correct from historically overvalued levels.

This ETF is also geared, and Locantro explains the impact:

If the US sharemarket falls by 1 per cent, the fund is expected to deliver an increase of between 2 per cent and 2.75 per cent in value.

The opposite applies if the sharemarket rises.

BBUS ETF is steady on Thursday at $2.83 per unit, which Locantro describes as "undervalued".

Firetrail Australian Small Companies Fund – Active ETF (ASX: FSML)

Andrew Wielandt of DP Wealth Advisory is backing the FSML ETF for growth due to its focus on small companies.

FSML aims to outperform the ASX Small Ordinaries Accumulation Index over the medium to long term. 

The analyst commented:

The fund returned 11.03 per cent, after fees, for the month ending August 31, 2025, outperforming the ASX Small Ordinaries Accumulation Index by 2.62 per cent.

We expect FSML to continue performing well. 

The post Looking for ASX ETF inspiration? Experts nominate 3 to buy today appeared first on The Motley Fool Australia.

If you are paralysed by choice, then exchange-traded funds (ETFs) could be a good option for you.

They remain one of the smartest ways to gain broad exposure to quality assets without the stress of picking individual stocks.

With that in mind, let's take a look at three ASX ETFs that could be good picks in 2026 and beyond. Here's what you need to know about them:

Betashares Australian Momentum ETF (ASX: MTUM)

The Betashares Australian Momentum ETF gives investors exposure to the strongest-performing shares on the ASX. This means its holdings are updated regularly to reflect the top Australian stocks that are showing the highest price momentum.

This means the ASX ETF naturally adapts to changing market conditions. When leadership shifts, Betashares Australian Momentum ETF shifts with it. At present, its portfolio includes well-known names such as Qantas Airways Ltd (ASX: QAN), Coles Group Ltd (ASX: COL), and Wesfarmers Ltd (ASX: WES).

Momentum investing tends to perform best during market upswings, capturing the shares that are already trending higher. So, with the ASX expected to benefit from lower interest rates and stronger economic growth in 2026, this fund could be well positioned to ride the next phase of the bull market.

Betashares Diversified All Growth ETF (ASX: DHHF)

For investors who prefer simplicity, the Betashares Diversified All Growth ETF is a complete, globally diversified portfolio in a single trade. It is designed for those seeking long-term capital growth through exposure to thousands of stocks across Australia, the United States, Europe, and emerging markets.

The Betashares Diversified All Growth ETF holds a collection of other funds covering sectors like technology, healthcare, industrials, and financials. That means investors get exposure to global powerhouses such as Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), and Tesla (NASDAQ: TSLA), all through one ASX-listed fund.

With a focus on growth assets, this ASX ETF could be a good fit for investors who want broad diversification and are happy to leave their money to compound.

Betashares Global Uranium ETF (ASX: URNM)

Finally, if you are looking to add a thematic growth opportunity to your portfolio, the Betashares Global Uranium ETF could be a good choice. It provides exposure to a rapidly re-emerging nuclear power industry, which is seeing renewed global demand as countries seek reliable, low-carbon power sources.

The Betashares Global Uranium ETF invests in a mix of uranium miners, refiners, and producers, including Cameco Corp (NYSE: CCJ), NexGen Energy (ASX: NXG), and Paladin Energy Ltd (ASX: PDN).

As governments around the world turn to nuclear energy to meet emissions targets and stabilise their grids, uranium could be one of the standout commodities of the next decade and this fund offers an easy, diversified way to participate.

The post 3 ASX ETFs to buy for 2026 and beyond appeared first on The Motley Fool Australia.

These include financials, healthcare, information technology, and the mining-heavy materials sector.

And in the past six months, the materials sector has been the standout performer on the ASX with a 28% jump.

For context, the broader market has also rallied handsomely with the All Ordinaries Index (ASX: XAO) rising by about 16% during the same period.

So, it appears that mining stocks have played a significant role in pushing the All Ords higher.

But there's more.

Diving into five ASX exchange traded funds (ETFs) presents a picture of just how powerful and wide-ranging the mining rally has been.

In essence, mining stocks have been skyrocketing and each of these mining-related ETFs has been breaking records.

VanEck Australian Resources ETF (ASX: MVR)

This ETF provides exposure to a diverse portfolio of ASX mining stocks operating across a wide array of commodities.

For example, its three largest holdings are diversified mining giant BHP Group Ltd (ASX: BHP), leading gold producer Northern Star Resources Ltd (ASX: NST), and iron ore powerhouse Fortescue Ltd (ASX: FMG).

So, the fund offers a broad insight into leading mining stocks listed in Australia.

And last week, shares in this ASX ETF reached their highest level since the fund's inception in 2013.

They have now risen by about 34% in the past six months to $41.41 per share at Friday's close.

VanEck Gold Miners AUD ETF (ASX: GDX)

Precious metals have been surging throughout 2025.

For instance, the gold price has lifted by about 62% since the start of the year to more than US$4,200 per ounce, setting several records along the way.

And this VanEck gold miners ETF has been riding the wave.

Founded in 2015, it offers exposure to the world's largest gold miners – mostly outside of Australia.

However, it holds positions in some ASX stalwarts such as Evolution Mining Ltd (ASX: EVN).

Last week, shares in this ETF rocketed to all-time highs.

They are now up by 58% in the past six months, ending Friday at $131.44 per share.

Betashares Energy Transition Metals ETF (ASX: XMET)

In recent years, one of the most important narratives in mining has been the global energy transition.

Here, the world's push to reduce carbon emissions has seen the mining industry tasked with producing the critical metals needed for a cleaner world.

Metals such as lithium, rare earths, silver, and copper have come to the fore due to their role in new-age technologies like electric vehicles, solar panels, and wind turbines.

And this ETF provides exposure to a portfolio of global companies producing energy transition metals.

Last week, shares in this ASX ETF reached their highest level since the fund's inception in 2022.

They are now up by 86% in just six months, closing out Friday at $13.17 apiece.

Global X Copper Miners AUD ETF (ASX: WIRE)

Copper's widespread industrial applications make it a cornerstone of the global economy.

In addition, the metal's significance has been growing further due to its use in electric vehicles and associated infrastructure.

And this ASX ETF has been providing access to a basket of the world's leading copper miners since its founding in late 2022.

Shares in this fund also reached a record high during last week's trading.

They have now soared by 65% in the past six months to end of last week at $19.14 per share.

Betashares Global Uranium ETF (ASX: URNM)

Shares in this ASX ETF also broke records last week.

The fund provides exposure to the world's leading uranium mining, processing, and holding companies.

In essence, uranium is playing a critical role in the world's energy transition.

It is the fuel that powers nuclear power plants.

And nuclear energy is one of the cleanest sources of electricity due to its minimal carbon footprint.

Shares in this ASX ETF ended last week at $11.73 apiece, up by 96% in only six months.

As a sidenote, it warrants mentioning that uranium stocks on the ASX are technically classified in the energy sector, as opposed to materials.

The bottom line

There's little doubt that mining stocks have staged an impressive rally in recent months.

From gold and copper to rare earths, silver, uranium, and lithium; miners across the commodity spectrum have been surging higher.

But, it remains to be seen if this momentum can be sustained throughout the rest of the year and into 2026.

The post From gold to rare earths, mining stocks are booming and these 5 record-breaking ASX ETFs prove it appeared first on The Motley Fool Australia.

On Thursday, ASX ETF provider VanEck released an announcement of the next thematic fund set to hit the market. 

It provides targeting exposure to uranium and nuclear energy sectors. 

It will trade under the name: VanEck Uranium and Energy Innovation ETF (ASX: URAN). 

Here is what the provider had to say. 

Clean energy transition

According to VanEck, nuclear energy is considered a reliable and low-carbon source of electricity. 

Unlike fossil fuel energy generation, nuclear power plants do not emit greenhouse gases when operating. 

Additionally, nuclear energy has a much smaller land footprint compared to renewable sources of electricity, such as solar and wind power, and is much less resource-intensive.

The uranium-powered nuclear energy sector offers investors the opportunity to access the current leaders in uranium mining as well as technological development associated with nuclear energy.

The URAN opportunity

VanEck said the sector is positioned to meet the accelerating electricity demands from the rapid expansion of AI, computational power and digital infrastructure.

The provider listed key reasons for this targeted fund: 

• Increased electricity demand resulting from the rapid expansion of AI and digital infrastructure requires new energy sources.
• Nuclear power has one of the lowest lifecycle carbon footprints among conventional energy sources, supporting global decarbonisation.
• The technological development of small modular reactors (SMRs) is allowing for flexibility and scalability.
• Many governments around the world are again embracing nuclear energy, generating significant investment into the sector.

VanEck did not yet specify what companies will make up the fund. 

However, it may be placed to compete against other uranium focussed ASX ETFs such as: 

• Betashares Global Uranium Etf (ASX: URNM) – exposure to leading global companies involved in the mining, exploration, development and production of uranium, modern nuclear energy, or that hold physical uranium or uranium royalties.
• Global X Uranium ETF (ASX: ATOM) – Includes companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.

The post Powering up: VanEck announces new uranium/energy ASX ETF appeared first on The Motley Fool Australia.

And with exchange-traded funds (ETFs) growing in popularity, there is more choice than ever with these investment products.

But which ASX ETFs could be good picks today and into 2026? Let's take a look at ten funds to consider buying:

Betashares Australian Quality ETF (ASX: AQLT)

The Betashares Australian Quality ETF invests in a hand-picked portfolio of high-quality Australian shares with strong balance sheets, consistent profitability, and sustainable earnings. It is designed for investors who want local exposure but prefer quality over quantity. Key holdings include CSL Ltd (ASX: CSL), Wesfarmers Ltd (ASX: WES), and Cochlear Ltd (ASX: COH).

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The Betashares Asia Technology Tigers ETF is another ASX ETF to look at for 2026. It provides exposure to Asia's biggest and most innovative technology companies, including Tencent Holdings (SEHK: 700), Alibaba Group (NYSE: BABA), and Baidu Inc (NASDAQ: BIDU). As the region's tech sector continues to expand, this ASX ETF taps into one of the fastest-growing digital markets in the world.

Betashares Cloud Computing ETF (ASX: CLDD)

Another ASX ETF to look at is the Betashares Cloud Computing ETF. It focuses on global stocks driving the shift to cloud-based services. Its holdings include Shopify (NASDAQ: SHOP), ServiceNow (NYSE: NOW), and Salesforce (NYSE: CRM).

iShares S&P 500 ETF (ASX: IVV)

The iShares S&P 500 ETF tracks the performance of America's 500 largest listed stocks. This includes Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), McDonalds (NYSE: MCD), and Walmart (NYSE: WMT). It is one of the simplest ways for Australian investors to access the world's biggest economy and leading innovators.

Betashares India Quality ETF (ASX: IIND)

The Betashares India Quality ETF gives investors access to one of the world's fastest-growing economies. It holds a diversified basket of leading Indian stocks such as Infosys, Reliance Industries (NSEI: RELIANCE), and Tata Consultancy Services (NSEI: TCS).

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

The VanEck Morningstar Wide Moat ETF could be another ASX ETF for 2026. It invests in US companies with sustainable competitive advantages and fair valuations. These are traits Warren Buffett looks for when investing. Current holdings include Nike (NYSE: NKE), Adobe (NASDAQ: ADBE), and Boeing (NYSE: BA).

Betashares Nasdaq 100 ETF (ASX: NDQ)

The popular Betashares Nasdaq 100 ETF is always worth considering. It mirrors the performance of the Nasdaq 100 Index, which features global technology leaders such as Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Tesla (NASDAQ: TSLA). For investors looking to ride the ongoing wave of innovation in AI, cloud computing, and semiconductors, this ASX ETF remains a standout option.

Betashares Global Quality Leaders ETF (ASX: QLTY)

The Betashares Global Quality Leaders ETF could be worth considering for 2026. It focuses on high-quality global stocks with strong profitability, low debt, and consistent earnings. It provides diversification across sectors and geographies, with exposure to companies such as Johnson & Johnson (NYSE: JNJ) and Visa (NYSE: V).

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Another ASX ETF to consider is the Betashares Global Robotics and Artificial Intelligence ETF. It gives investors access to the industries of tomorrow. Its portfolio includes innovators such as Nvidia, Intuitive Surgical (NASDAQ: ISRG), and ABB (SWX: ABBN). These are leaders in automation, robotics, and AI.

Betashares Global Uranium ETF (ASX: URNM)

Finally, the Betashares Global Uranium ETF could be worth a look. It provides exposure to the fast-growing uranium industry, including miners, refiners, and producers driving the nuclear energy resurgence. Its holdings include Cameco Corp (NYSE: CCJ) and Paladin Energy Ltd (ASX: PDN). As demand for clean energy rises, uranium could play a major role in the transition to net zero.

The post 10 excellent ASX ETFs to buy in 2026 appeared first on The Motley Fool Australia.

Firstly, long-standing managing director Duncan Craib made the decision to step down from his position.

Days later, the company unveiled an update for the fourth quarter of FY25, alongside production guidance for its Honeymoon mine.

The market reacted sharply.

Boss Energy shares tumbled by 44% on the day and dipped even lower in subsequent sessions to round out July at $1.74 per share.

However, the tide could now be starting to turn.

Production cuts from two uranium heavyweights have sparked a broad rally in ASX-listed uranium stocks including Boss Energy.

What happened?

Last week, leading Canadian uranium miner Cameco Corp (NYSE: CCJ) slashed the 2025 production forecast for its McArthur River mine by nearly 20%.

McArthur River is one of the largest uranium mines in existence.

The news followed a similar move from Kazakhstan's state-owned uranium giant Kazatomprom, which also trimmed its total 2026 output target by about 10%.

For context, Kazatomprom is by far the world's top uranium producer, responsible for 23% of global supply in 2022.

Combined with Cameco, the pair accounted for roughly 35% of total production that year.

So what?

Uranium is a critical fuel for nuclear power plants.

And nuclear energy is one of the cleanest sources of electricity thanks to its minimal carbon footprint.

A recent research report by BP PLC (NYSE: BP) projected global nuclear energy generation to rise by 50% through to 2050, under a 'business-as-usual' scenario.

This figure could more than double under a more optimistic outlook.

So, production cuts from the world's biggest uranium miners could tighten supply for the metal, potentially driving prices higher as demand grows.

This dynamic strengthens the case for improved future financial performance for ASX-listed uranium stocks such as Boss Energy.

Uranium stocks rally

Boss Energy shares have rallied by 12% over the past month to reach $1.96 per share at the end of last week.

Some peers have fared even better.

Shares in Namibia-focused miner Paladin Energy Ltd (ASX: PDN) have risen by 26% across the same period. And shares in uranium developer Deep Yellow Ltd (ASX: DYL) jumped by 20%.

Elsewhere, the Betashares Global Uranium ETF (ASX: URNM) gained 10.5% in August.

The fund offers investors a one-stop shop for diversification, international exposure, and access to leading players in the uranium sector.

Its portfolio spans 34 companies involved in uranium production, mine development, exploration, and physical uranium holdings.

The post Boss Energy shares enter the spotlight as uranium stocks rally appeared first on The Motley Fool Australia.