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.

The Two Sessions is an annual meeting of China's National People's Congress (NPC) and its political advisory body, the CPPCC.

It provides a rare opportunity for investors to understand the country's thinking on the economy. It includes the country's GDP growth target, fiscal priorities, and key policy agenda set for the year ahead.

The team at Betashares released a report yesterday, analysing the outcome. The report also provided a snapshot of how investors can position themselves to benefit. 

Why is this meeting important for Aussie investors?

China's annual "Two Sessions" can have a meaningful impact on Australian investors. 

Australia's economy – and many of its listed companies – are closely tied to Chinese demand. 

The policy signals coming out of the meetings often shape expectations for commodities, trade flows, and regional growth, all of which influence Australian markets.

What did Betashares have to say?

According to Hugh Lam, Investment Strategist at Betashares, the most notable shift was the GDP target moving from a single figure of 'around 5%' to a range of 4.5–5%.

He said this is signallying a deliberate move away from 'growth at any cost' toward prioritising high quality, sustainable development. 

While the softer target may be viewed negatively, the range provides more policy flexibility with room to either meet the minimum target or to surprise on the upside.

Ultimately, the change reflects an acknowledgment from the Chinese government that the external trade environment remains highly uncertain and that recalibrating internal growth drivers away from exports toward consumption will take some time.

The report said the policy mix increasingly rewards sectors tied to the innovation, self-sufficiency and clean energy themes.

Simultaneously, it is penalising sectors reliant on infrastructure spending or consumer confidence that has yet to meaningfully recover.

ASX ETFs set to benefit

Betashares said the upcoming 15th Five-Year Plan is set to embed AI and technological self-sufficiency as core national priorities. Increased fixed asset investment in this area should support continued growth.

Additionally, strong policy tailwinds, global leadership in clean energy, and an increased need for energy security amid the ongoing war in Iran present tailwinds for renewables. 

The team at Betashares is bullish on Chinese/Asia technology and renewables. 

The report identified two ASX ETFs that offer exposure to these sectors: 

• Betashares Capital Ltd – Asia Technology Tigers Etf (ASX: ASIA) – Targets the 50 largest technology and online retail stocks in Asia (ex-Japan). 
• Betashares Energy Transition Metals Etf (ASX: XMET) – XMET provides exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver and rare earth elements. 

The post How these 2 ASX ETFs benefit from Chinese innovation: Expert appeared first on The Motley Fool Australia.

One of them is the global green energy transition.

This investment theme is being clearly seen in the commodities markets, where prices for future-facing metals have soared.

Here are 2 ASX ETFs capitalising on this thematic.

Betashares Energy Transition Metals ETF (ASX: XMET)

XMET ETF is $16.83 per unit, down 0.7% on Thursday but up a staggering 114% over the past 12 months.

This ASX ETF invests in 30 metal producers that are powering the global clean energy transition.

XMET tracks the Nasdaq Sprott Energy Transition Materials Select Index.

It provides exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earths elements.

Many of these metals show up in our article on the 12 best-performing commodities of 2025.

Betashares explains the ETF's thesis:

The transition from fossil fuels to clean energy solutions is driving growth in a range of disruptive products and processes such as renewable energy generation, battery storage solutions, and electric vehicles, all of which are critically dependent on the select group of ETMs [Energy Transition Metals] that XMET provides exposure to.

Holdings include international shares like First Majestic Silver Corp and Ivanhoe Mines.

There are also Aussie shares like ASX lithium pure-play PLS Group (ASX: PLS) and Lynas Rare Earths Ltd (ASX: LYC).

Just under a third of holdings are in Canada, and nearly 18% are in Australia.

XMET has net assets of $122 million, and the management fee is 0.69%.

Betashares investment strategist, Tom Wickenden, said only two of XMET's 30 stocks recorded negative returns in 2025 and nine of them more than doubled in value.

Global X Green Metal Miners ETF (ASX: GMTL)

GMTL ETF is $14.63 per unit, down 2.2% today and up 94% over the past year.

Global X says this ETF is capitalising on surging demand for green metals and impending global supply crunches for those metals.

GMTL tracks the Bita Global Green Energy Metals Index.

It provides diversified exposure to the global materials and industrials sectors with strategic allocations to green metals such as lithium, copper, nickel, and cobalt.

Among the 49 holdings is Canadian miner, First Quantum Minerals, and US lithium processor, Albemarle Corp.

Aussie names include South32 Ltd (ASX: S32), Lynas Rare Earths, PLS Group, and copper miner, Sandfire Resources Ltd (ASX: SFR).

About a third of holdings are listed in China.

GMTL has net assets of $13 million, and the management fee is 0.69%.

The post 2 ASX ETFs leveraging the green energy transition appeared first on The Motley Fool Australia.

It's been well documented the run being enjoyed by BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO). 

These two ASX mining giants are both hovering around all-time highs. 

Analysis from Betashares indicates this bull run could continue in 2026. 

Changing of the guard for Australian large caps

Tom Wickenden, investment strategist at Betashares said in a report earlier this week that strong momentum in resource prices underpin the firm's positive outlook. 

Iron ore has rallied and is holding above US$100 per tonne.

While further upside could be limited, he believes current levels support strong profitability for Australia's large-cap miners.

He also reinforced the strategic pivot of Australia's miners toward copper.

According to the report, BHP is now the world's largest copper producer, with the metal contributing 45% of its earnings, up from 29% a year ago. 

Rio Tinto's copper assets currently contribute ~15% of group earnings, but production is expected to grow significantly through to 2030. 

It could also be boosted further by a possible acquisition of Glencore plc (LSE: GLEN).

Mr Wickenden also said copper prices are at all-time highs.

Supply is constrained by multi-year project lead times, while demand is driven by the AI infrastructure buildout and energy transition.

For these reasons, we believe materials will drive large-cap returns in 2026, a notable shift from recent history. Over the last two years, financials accounted for 60% of the ASX 200's gains led by the 'Big 5'. While financials earnings expectations remain solid at 6.9% (which we expect can be met), we see meaningfully greater upside in materials given their earnings inflection from -18.0% in FY25 to 19.4% in FY26.

Commodities surge impact for small-caps

While Betashares now tips large-cap miners to lead the way in 2026, the report also said the rally in gold and critical minerals is set to be a key driver of Australian mid and small-cap outperformance in 2026.

The report said Australia's gold exports are expected to grow by ~47% in FY25/26, surpassing coal and natural gas to become our second-largest export behind iron ore. 

Meanwhile, the October 2025 US-Australia Critical Minerals Framework, an US$8.5 billion partnership focused on rare earths and critical minerals including lithium and graphite, positions Australia as a strategic partner in countering China's dominance in processing capacity. 

With escalating US-China trade tensions, we expect critical minerals to remain a focal point of geopolitical competition and national stockpiling.

Ultimately, mid and small-cap indices are positioned to benefit from this commodity rally. 

How do investors gain exposure?

The tailwinds benefiting small-cap stocks have been well documented.

For investors looking to capture exposure to this sector, there are a few options. 

BetaShares Australian Small Companies Select Fund (ASX: SMLL) provides access to a tailored portfolio of high-quality, profitable small-cap Australian companies. 

Another option for Australian small-cap exposure is VanEck Vectors Small Companies Masters ETF (ASX: MVS). 

For investors more focused on commodities, Betashares Energy Transition Metals ETF (ASX: XMET) offers exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earths elements.

Global X Green Metal Miners ETF (ASX: GMTL) offers exposure to global companies that produce critical metals for clean energy infrastructure and technologies, including lithium, copper, nickel, and cobalt.

It's worth noting these ASX ETFs do not exclusively target Australian critical minerals. 

The post Why 2026 will be the year of ASX resources and commodities – Expert appeared first on The Motley Fool Australia.

It's hard to argue the relevance of this sector for investors. 

However, the challenge has been to time the market based on the changing landscape of supply, demand, and global geopolitics.

A new report from Betashares has outlined the importance of critical minerals in the age of AI and tariffs.

What are critical minerals?

According to the Australian Government, a critical mineral is a metallic or non-metallic element that has two characteristics:

• It is essential for the functioning of our modern technologies, economies, or national security
• There is a risk that its supply chains could be disrupted

Critical minerals are used in the manufacturing of advanced technologies like:

• Mobile phones
• Computers
• Fibre-optic cables
• Semi-conductors
• Banknotes
• Defence, aerospace, and medical applications

Many critical minerals are also used in low-emission technologies such as electric vehicles, wind turbines, solar panels, and rechargeable batteries. 

Common critical minerals include: 

• Lithium: batteries for electric vehicles and energy storage
• Rare earths elements (e.g. neodymium, praseodymium, dysprosium): EV motors, wind turbines, defence systems
• Nickel: high-energy-density batteries and stainless steel
• Cobalt: battery cathodes and aerospace alloys
• Graphite: battery anodes and industrial applications
• Copper: electrification, renewable energy, and grid infrastructure

Where do investors fit into this equation?

Investors may choose to target critical minerals because demand is structurally rising from emerging themes like electric vehicles, renewable energy, defence, and advanced manufacturing.

Demand gives these commodities strategic value, policy support, and the potential for outsized returns when supply tightens.

According to Betashares, the convergence of AI expansion and the green transition may produce a historic 'supercycle' in critical minerals, reshaping industries worldwide and testing supply chains already stressed by renewable energy and electric vehicle (EV) growth.

Vinnay Cchoda, Manager – Responsible Investments at Betashares, Ex Ellerston Capital and Venture Insights said: 

For investors, the structural demand story remains compelling. But the means of capturing that value has shifted. The path to monetising this megatrend now runs through policy, geopolitics, supply chain diversification and industrial strategy as much as through geology.

What's perhaps even more prudent for investors is grasping the current Australian repositioning from a raw-materials exporter to a strategic partner.

By using public finance, policy support, and alliances – particularly with the US – Australia is positioning to build processing, refining, and downstream manufacturing capability in critical minerals. 

How to gain exposure

Like many thematic classes, investors have plenty of individual companies that will provide exposure to critical minerals. 

Some of the most recognisable ASX-listed companies include: 

• PLS Ltd (ASX: PLS) – lithium and battery minerals producer
• IGO Ltd (ASX: IGO) – diversified battery metals miner with lithium and nickel exposure
• Liontown Resources Ltd (ASX: LTR) — lithium exploration and development company

Another option is to invest in a basket of these companies using an ASX ETF.

Two options to consider for ASX ETFs featuring critical minerals companies are: 

• Betashares Energy Transition Metals ETF (ASX: XMET) – provides exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earths elements.
• Global X Green Metal Miners ETF (ASX: GMTL) – provides exposure to global companies that produce critical metals for clean energy infrastructure and technologies, including lithium, copper, nickel, and cobalt.

The post The growing case for critical minerals – Expert appeared first on The Motley Fool Australia.

Instead of picking individual shares, investors can use ASX ETFs to buy into sectors, thematics, or whole markets.

There is now $331 billion invested across 423 ETFs on the ASX today, according to Betashares data.

The Australian Securities Exchange has just released the full-year performance data for ASX ETFs in 2025.

Here, we highlight three ASX ETFs that delivered exceptional total returns last year.

Betashares Energy Transition Metals ETF (ASX: XMET)

XMET ETF delivered a return of 100.47% last year, as it capitalised on runaway commodity prices and mining stocks.

The XMET ETF tracks the Nasdaq Sprott Energy Transition Materials Select Index.

This ASX ETF invests in metal producers that are powering the global clean energy transition.

It has exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earth elements.

Many of these metals show up in our article on the 12 best-performing commodities of 2025.

Betashares explains the ETF's thesis:

The transition from fossil fuels to clean energy solutions is driving growth in a range of disruptive products and processes such as renewable energy generation, battery storage solutions, and electric vehicles, all of which are critically dependent on the select group of ETMs [Energy Transition Metals] that XMET provides exposure to.

Holdings include international shares like First Majestic Silver Corp and Ivanhoe Mines.

There are also Aussie shares like ASX lithium pure-play PLS Group (ASX: PLS) and Lynas Rare Earths Ltd (ASX: LYC).

XMET has net assets of $122 million and the management fee is 0.69%.

This ETF is changing hands for $17.81 per unit, down 3.2% on Friday.

Global X Defence Tech ETF (ASX: DTEC)

Over 2025, DTEC ETF returned 64% to investors as global defence spending ramped up amid ongoing geopolitical tensions.

DTEC is a relatively new ETF launched in October 2024. It doesn't yet pay dividends, so that 64% return was all capital growth.

ASX DTEC invests in 37 shares and seeks to track the Global X Defense Tech Index before fees.

The ETF's holdings include Lockheed Martin Corp, Rheinmetall AG, RTX Corp, and Palantir Technologies Inc.

The annual management fee is 0.5% and the ETF manages $133 million in funds.

DTEC is $19.51 per unit today, down 0.46%.

VanEck Australian Resources ETF (ASX: MVR)

MVR ETF was the best-performing ETF holding Aussie shares in 2025, returning 40.53%.

MVR seeks to track the performance of the MVIS Australia Resources Index.

Of course, this ETF invests in major mining companies like Fortescue Ltd (ASX: FMG), Rio Tinto Ltd (ASX: RIO), and Northern Star Resources Ltd (ASX: NST). But it goes beyond that.

MVR also invests in major energy players like Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO).

It also has positions in companies that provide services to the mining sector, like engineering services providers Monadelphous Group Ltd (ASX: MND) and Worley Ltd (ASX: WOR), and railway freight services provider, Aurizon Holdings Ltd (ASX: AZJ).

This ETF has $585.6 million in net assets. The management fee is 0.35%.

MVR ETF is trading for $48.56 apiece, up 0.27% on Friday.

The post 3 ASX ETFs that returned 40% to 100% in 2025 appeared first on The Motley Fool Australia.

Access to global markets is one of the reasons Australians sank a net $53 billion into ETFs last year, up 75% on 2024.

There is now $331 billion invested across 423 ETFs on the market, according to Betashares data.

The Australian Securities Exchange has just released the full-year performance data for ASX ETFs in 2025.

Here, we look at the six ETFs holding international shares that delivered the best total returns last year.

Top 6 ASX ETFs holding international shares

The green energy transition and strongly rising commodity prices were the key themes across the top six ETFs for 2025.

1. Betashares Global Gold Miners ETF — Currency Hedged (ASX: MNRS)

MNRS ETF was the best-performing ETF holding international shares last year.

The Global Gold Miners ETF delivered an astounding total return of 155.87%. The historical distribution yield is 0.2%.

MNRS was pushed higher by the surging gold price, which propelled gold mining stocks worldwide.

The gold price rose 65% in 2025, its greatest annual rise in more than four decades, after a 27% gain in 2024.

This ETF's currency hedging proved very valuable in 2025 as the USD weakened against the AUD. We explain the impact here.

MNRS ETF is $18.04 per unit on Thursday, down 4.25%.

2. VanEck Gold Miners ETF (ASX: GDX)

The VanEck Gold Miners ETF delivered a similarly stunning return of 143.76%. The historical distribution yield is 0.48%.

GDX ETF is $150.60 per unit, down 5.9% at the time of writing.

3. Global X Physical Silver Structured (ASX: ETPMAG)

The ETPMAG ETF delivered a remarkable return of 132.84% with no dividends paid.

The silver price skyrocketed in 2025 by a staggering 147% due to tighter supply and demand.

Silver is a key input in solar panels, electric vehicles, and AI infrastructure like data centres due to its superior conductivity to copper.

Technology manufacturers also use silver to build circuits, connectors, and to solder metals in smartphones and laptops.

The commodity was added to the US Critical Minerals list in November.

ETPMAG ETF is $123.67 per unit, down 4% at the time of writing.

4. Global X Physical Platinum Structured (ASX: ETPMPT)

The ETPMPT ETF more than doubled in value with a total return of 109.49%. No dividends were paid.

Platinum is one of six metals in the Platinum Group Elements (PMEs).

PMEs are on the critical minerals lists of many countries, including the US, Australia, Europe, the UK, India, and Japan.

Platinum is used in catalytic converters in low-emissions cars, aerospace alloys, chemical refining, and petroleum processing .

ETPMPT ETF is $323 per unit, down 3.6% today.

5. Betashares Energy Transition Metals ETF (ASX: XMET)

The XMET ETF delivered a fantastic one-year return of 100.47%. The historical distribution yield is 0.19%.

XMET ETF is $17.49 per unit, down 2.4%.

6. Global X Green Metal Miners ETF (ASX: GMTL)

The GMTL ETF produced an impressive total return of 81.01%. The historical distribution yield is 0.19%.

GMTL ETF is $15.23 per unit, up 0.2%.

Further reading

Check out the six best-performing ETFs holding ASX shares for 2025.

The post Astronomical returns: Best 6 ASX ETFs holding international shares for 2025 appeared first on The Motley Fool Australia.

Last week I compared how Australia's benchmark index has performed against the most influential US indexes. 

For a quick recap, the S&P/ASX 200 Index (ASX: XJO) rose roughly 6.4% in 2025. 

Meanwhile, the S&P 500 Index (SP: .INX) rose roughly 18%, and the NASDAQ-100 Index (NASDAQ: NDX) rose 22.2%. 

History tells us this was a slightly below average year for the ASX 200, which historically has brought returns of 9-10% per annum. 

There are a few ASX ETFs that track this index, so investors can gain exposure to this benchmark. 

However, there are plenty of ASX ETFs that outperformed the ASX 200 significantly this year. 

Let's look at three of the best performing funds from ASX ETF provider Betashares. 

Betashares Energy Transition Metals Etf (ASX: XMET)

This ASX ETF was an absolute winner in 2025. 

It started the year trading at roughly $7.40 each, and has more than doubled to now trade at approximately $15.00. 

That's good for a rise of 102%. 

This fund rode the tailwinds of booming commodity prices this year. 

This ASX ETF provides exposure to a portfolio of global companies in the Energy Transition Metals ('ETMs') industry. ETMs are raw materials that are essential to the transition to a less carbon-intensive economy.

It has holdings in global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver and rare earth elements.

BetaShares Global Banks ETF – Currency Hedged (ASX: BNKS)

As the name suggests, this ASX ETF offers exposure to the largest global banks, excluding Australia. 

This includes banks such as JP Morgan Chase, Bank of America and Wells Fargo. 

At the time of writing, it is made up of 60 holdings, with its largest geographical weighting towards: 

• United States (27.7%)
• Canada (14.9%)
• Britain (10.0%)
• Japan (9.2%)

It proved a worthwhile investment this year, with the fund rising by approximately 46% in 2025.

What's perhaps even more impressive is it boasts a track record of 19.51% returns per annum over the last 5 years. 

BetaShares Australian Small Companies Select Fund (ASX: SMLL)

Another emerging theme in 2025 has been the performance of small-cap shares.

In fact, as at December 17, small-cap shares had outperformed their large-cap counterparts by 14%. This marks the best relative outperformance in nearly 16 years.

This ASX ETF offers exposure to ASX-listed companies that are generally within the 91-350 largest by free float market capitalisation. 

In 2025, this fund has risen by more than 30%. 

The post 3 Betashares ASX ETFs that smashed the ASX 200 this year appeared first on The Motley Fool Australia.

For example, the gold price has jumped by about 70% since early January to reach a new record high on Monday.

This powerful rally has also helped some of the leading ASX 200 gold miners to deliver outsized returns for their shareholders.

Take Newmont Corporation CDI (ASX: NEM) and Evolution Mining Ltd (ASX: EVN).

Shares in both companies are up by more than 160% so far this year.

But gold isn't the only metal breaking new ground.

Silver and copper pushed to record highs at the start of this week, whilst lithium has also posted strong gains in recent months.

Such favourable pricing environments help boost the earnings prospects of mining companies and drive strength across the sector.

And broadly speaking, mining stocks have enjoyed a powerful and wide-ranging rally in 2025.

The four exchange traded funds (ETFs) presented below help paint a picture of how strong this momentum has been.

In essence, each of the following mining-related ETFs just hit a new record high.

VanEck Australian Resources ETF (ASX: MVR)

This ETF offers exposure to a portfolio of ASX mining and energy stocks operating across a wide range of commodities.

Its largest holdings include diversified mining titan BHP Group Ltd (ASX: BHP) and iron ore giant Fortescue Ltd (ASX: FMG).

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

They have now risen by 37% since the start of the year, changing hands at $43.83 per share at the time of writing.

VanEck Gold Miners AUD ETF (ASX: GDX)

Founded in 2015, this ASX ETF provides exposure to the world's largest gold miners, mostly located outside Australia.

However, it holds positions in some renowned ASX 200 gold producers such as Newmont and Evolution.

Shares in this ETF hit an all-time peak in today's session, reaching as high as $138.63 per share.

They are now up by 150% since the start of the year.

Betashares Energy Transition Metals ETF (ASX: XMET)

This ETF offers exposure to a portfolio of global companies producing metals for the world's energy transition.

In a nutshell, the push to reduce carbon emissions has seen the mining industry tasked with delivering the critical metals for a cleaner world.

So, metals such as lithium, rare earths, silver, and copper are taking on an increasingly important role.

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

They have now risen by 98% in 2025, climbing to $14.68 each at the time of writing.

Global X Copper Miners AUD ETF (ASX: WIRE)

This ASX ETF has been providing access to the world's leading copper miners since its founding in late 2022.

Copper boasts widespread industrial applications.

It is also becoming growingly significant in AI data centres, as well as electric vehicles and associated infrastructure.

Shares in this ETF also reached a new all-time high in today's session.

All up, they have now soared by 75% since the start of January.

The post From gold to copper and lithium: Mining stocks are on a tear and these 4 ASX ETFs tell the story appeared first on The Motley Fool Australia.

ASX ETFs snapshot

According to the Betashares Australian ETF Review report, the Australian ETF industry recorded $4.3 billion of inflows in November. 

This helped the Australian ETF industry to a new record high of $324.9B in funds under management which is a rise of $3.2B or 0.98%.

ETF flows have been above $4 billion for five consecutive months. Over the last 12 months the Australian ETF industry has grown by 33.8%, or $82 billion. 

A separate report from the ETF provider forecasts a further 300,000 first-time ETF investors in 2026, which would lift total participation beyond three million for the first time.

Betashares CEO Alex Vynokur said the findings reflect how deeply ETFs have become embedded in Australian investing.

ETFs are now being used by 2.7 million Australians to build wealth and support their long-term financial goals. More than ever, Australians are turning to ETFs as a foundation for their financial future.

The report shows ETFs now comprise 17% of the average investment portfolio, the highest level recorded in the research's history.

Betashares also released data about the best performing funds in November. 

BetaShares Global Gold Miners ETF – Currency Hedged (ASX: MNRS) 

According to the latest report from Betashares, the Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS) extended its YTD performance lead after being the best performing fund in November.

It rose more than 18% from November to December 1. 

It's no surprise this fund has performed well, as the gold sector has raced ahead in 2025, fuelled by commodity price surges and defensive investment sentiment.

This ASX ETF tracks the performance of an index (before fees and expenses) that comprises the largest global gold mining companies (ex-Australia), hedged into Australian dollars.

It is now up 143.89% year to date. 

Betashares Energy Transition Metals Etf (ASX: XMET)

This ASX ETF also raced ahead of the market in November. 

It rose 15.83% from November to December 1. 

According to Betashares, the fund is now the third best performing fund this year.  

It tracks the performance of an index (before fees and expenses) that provides exposure to a portfolio of global companies in the Energy Transition Metals ('ETMs') industry. 

ETMs are raw materials that are essential to the transition to a less carbon-intensive economy.

XMET ETF provides exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver and rare earth elements.

This fund is now up almost 90% in 2025.

The post These two ASX ETFs soared in the month of November 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.

You might have exposure to some of the major blue-chip companies listed on the ASX. This could be a variety of the big banks, mining and materials stocks etc. 

You also know that a balanced portfolio includes stocks outside Australia. Based on this, you might have bought a fund that tracks the S&P 500 Index (SP: .INX). 

This gives you exposure to sectors less common on the ASX like technology and healthcare, as well as big global companies like Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL). 

At this point, your portfolio is looking solid. 

Now you may be looking to add a small but concentrated investment in one specific sector. 

This is called thematic investing. Here are some growing themes you may be interested in targeting. 

Commodities 

Commodities are simply raw materials.

They can be precious metals like gold and silver or foodstuffs like corn and wheat and even energy resources like crude oil and natural gas.

This year, physical commodities like gold have far outpaced the returns of the ASX 200. The price of physical gold has risen more than 40%. 

This can be a strong investment for diversification because commodity prices can often move differently from share prices.

Gold has a long history of preserving its value, so investors flock to it when other financial markets get rocky. 

If you are interested in adding commodities like gold to your portfolio, some ASX ETFs to consider include: 

• Global X Physical Gold (ASX: GOLD)
• BetaShares Gold Bullion ETF – Currency Hedged (ASX: QAU)
• VanEck Gold Miners ETF (ASX: GDX)

Artificial Intelligence 

A growing theme that may interest investors is artificial intelligence.

According to Grand View Research, the global AI market is expected to grow at a compound annual growth rate (CAGR) of 38.1% from 2022 to 2030. 

AI stocks can be companies involved in chip making, software, or firms that utilise artificial intelligence in their applications.

Importantly, the ASX does not have as many AI focussed stocks as other markets. This can make AI ASX ETFs beneficial, as investors can gain exposure to innovative AI companies in the US, Asia and Europe. 

Some to consider for AI exposure include: 

• Global X AI Infrastructure ETF (ASX: AINF) 
• Global X Robo Global Robotics And Automation ETF (ASX: ROBO)
• Global X Artificial Intelligence ETF (ASX: GXAI)

ESG ASX ETFs

ESG stands for environmental, social, and governance. It is a growing theme amongst investors to target not only financial growth, but simultaneously have a positive global impact through their investment choices.

As the name suggests, this may involve targeting companies committed to contributing to climate targets, supporting human rights etc. It can also involve actively excluding companies that contribute to violence, war, alcohol/tobacco manufacturing or negatively impacting the environment. 

If this sounds like a strategy you would like to include in your investment portfolio, some ASX ETFs to consider include: 

• Betashares Australian Sustainability Leaders ETF (ASX: FAIR)
• Vanguard Ethically Conscious International Shares Index Etf (ASX: VESG)
• BetaShares Global Sustainability Leaders ETF (ASX: ETHI)
• Betashares Energy Transition Metals Etf (ASX: XMET)

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Many are designed to track traditional markets like the S&P/ASX 200 Index (ASX: XJO) or S&P 500 Index (SP: .INX). 

These can be fundamental parts of your investment portfolio. 

However over the years there has also been a rise of thematic funds. 

Thematic investing is useful if there is a specific industry, technology, or emerging market that you want exposure to.

One that has caught my attention is Betashares Energy Transition Metals Etf (ASX: XMET). 

Betashares Energy Transition Metals Etf (ASX: XMET)

This fund was first listed in 2022, so it is a relatively new ASX ETF. Over the past year it has risen more than 50%. 

It aims to track the performance of global companies in the Energy Transition Metals ('ETMs') industry. ETMs are raw materials that are essential to the transition to a less carbon-intensive economy.

This includes global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver and rare earth elements.

It also includes companies involved in the recycling and processing of these raw materials. 

At the time of writing it is made up of 27 holdings. Its largest geographical exposure is to Canada (28.2%), USA (16.1%) and Australia (14.0%). 

The clean energy push 

The main reason I see this as a viable long term investment is that the global push for clean energy solutions requires select ETMs that this ASX ETF provides exposure to. 

For example, disruptive products like renewable energy, battery storage, and electric vehicles are critically dependent on these types of raw materials. 

The fund also follows an ESG and fossil fuel consideration framework. 

According to the fund, companies are excluded if their revenue from certain business activities exceeds a defined materiality threshold or if they are non-compliant with UN Global Compact principles. 

Examples of companies that may be excluded include oil, gas or coal producers. 

ESG and Greenwashing 

ESG investing is based on environmental, social, and governance considerations and is becoming increasingly important to investors. 

The rise of ESG thematic investing has resulted in a variety of funds that actively exclude companies that do not align with certain ESG goals or frameworks. 

However, ESG investing and the prevalence of greenwashing can make it difficult to determine whether an ETF truly supports environmentally sustainable practices or simply markets itself that way.

Furthermore, combining these goals with financial performance can also be a tricky tightrope to walk. Just because a fund is ESG focussed, doesn't guarantee growth. And after all, that's still the goal of any investor.

I believe the XMET ETF provides perhaps a balance between the two with a more proactive approach. It targets companies that are committed to contributing to a clean energy transition and excludes those that don't. It comes with a framework that is based on exposure to companies that are essential to this transition.

This is different to some other ESG labelled funds that simply avoid companies that have negative environmental or social impact. While this technically still is ESG investing, these funds don't necessarily target companies that are proactively contributing to this goal. 

Additionally, just because a company is aligned with ESG goals, doesn't mean it is set for growth.

The bottom line is, if you are looking for a thematic fund that gives exposure to clean energy transition, XMET ETF could be a long term option.

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And thanks to the ASX's growing exchange traded fund (ETF) market, it is easier than ever to gain exposure to high-growth global sectors without picking individual stocks.

While short-term volatility is part of the ride, these ASX ETFs tap into some of the most compelling megatrends of the coming decades. Here are three exciting funds that could reward long-term investors with patience and vision.

Betashares Crypto Innovators ETF (ASX: CRYP)

Cryptocurrencies have evolved from speculative assets into a developing global financial ecosystem — and the Betashares Crypto Innovators ETF offers investors a gateway into the companies powering that shift.

Rather than holding cryptocurrencies directly, this ASX ETF invests in businesses operating across crypto infrastructure, including exchanges, asset managers, and blockchain developers.

Some of its most notable holdings include Coinbase Global Inc (NASDAQ: COIN), a leading crypto trading platform; Marathon Digital Holdings Inc (NASDAQ: MARA), which is one of the largest Bitcoin mining operations in the world; and Galaxy Digital Holdings Ltd (TSX: GLXY), a diversified player in digital asset management and blockchain services.

Betashares Cloud Computing ETF (ASX: CLDD)

Cloud computing is now the backbone of modern digital life, from enterprise software and data storage to AI training and content streaming. The Betashares Cloud Computing ETF provides investors with exposure to leading cloud infrastructure providers and software-as-a-service (SaaS) businesses that are benefiting from this secular shift.

Included in the portfolio are companies like Salesforce Inc (NYSE: CRM), which dominates the CRM software space; Adobe Inc (NASDAQ: ADBE), which enables digital content creation and delivery via the cloud; and global ecommerce platform giant Shopify (NASDAQ: SHOP).

As more businesses digitise their operations and AI workloads increase, this fund is well positioned to benefit from the cloud sector's expanding role in the global economy. Betashares recently named it as one to buy.

Betashares Energy Transition Metals ETF (ASX: XMET)

Finally, as the world accelerates toward clean energy and electrification, the demand for key raw materials is rising sharply. The Betashares Energy Transition Metals ETF gives investors access to companies that produce and process the metals vital to building a lower-emissions future. This includes lithium, copper, nickel, cobalt and rare earth elements.

This ASX ETF includes globally significant names such as Albemarle Corporation (NYSE: ALB), one of the largest lithium producers in the world; Glencore PLC (LSE: GLEN), a diversified miner with exposure to copper, cobalt, and nickel; and Pilbara Minerals Ltd (ASX: PLS), a major supplier of battery-grade lithium.

With global decarbonisation efforts driving demand across electric vehicles, renewable energy, and battery storage, this fund provides a focused way to invest in the materials powering the energy transition. It was also recently named as one to consider buying by Betashares.

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That's because there are plenty of ASX ETFs out there that allow you to buy a collection of miners through a single investment. Three that could be worth a closer look are as follows:

ETFS Battery Tech & Lithium ETF (ASX: ACDC)

The first ASX ETF for investors to look at for mining sector exposure is the ETFS Battery Tech & Lithium ETF.

ACDC invests in companies throughout the lithium cycle, including mining, refinement and battery production, cutting across the traditional sector and geographic definitions.

This could be a good place to be for the future as battery technology and lithium are essential to the rise of electric vehicles (EVs), renewable energy storage, and mobile devices. The fund manager, Global X, notes that EVs produce zero direct emissions, meaning broader adoption could result in reduced greenhouse gas emissions and improved urban air quality.

Among its holdings are giants such as Tesla (NASDAQ: TSLA) and Pilbara Minerals Ltd (ASX: PLS).

Betashares Global Uranium ETF (ASX: URNM)

A second ASX ETF that could be a good option for investors looking for mining sector is the Betashares Global Uranium ETF.

It could be a top pick if you believe that nuclear power is the future and another key to the decarbonisation of the planet.

That's because this fund allows you to buy a slice of the leading companies in the global uranium industry. These companies are positioned to benefit over the next decade if the forecast strong demand for the chemical element materialises.

Holdings include locally listed miners Paladin Energy Ltd (ASX: PDN) and Boss Energy Ltd (ASX: BOE).

Betashares Energy Transition Metals ETF (ASX: XMET)

Finally, the Betashares Energy Transition Metals ETF. could be another great way to gain access to the mining sector with an ASX ETF.

It gives investors access to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earth elements. These are all metals that will be important for the decarbonisation of the planet.

Betashares has named it as one to buy. The fund manager notes that "both electric cars and clean energy use notably more metals than their conventional counterparts, and many of these minerals have highly concentrated and insecure supply chains."

Its holdings include Lynas Rare Earths Ltd (ASX: LYC) and Southern Copper Corp (NYSE: SCCO).

The post Forget BHP and buy these ASX mining ETFs appeared first on The Motley Fool Australia.

Let's see what they offer investors:

BetaShares Cloud Computing ETF (ASX: CLDD)

The first ASX ETF to look at is the BetaShares Cloud Computing ETF. Due to the structural shift to the cloud, companies with exposure to cloud computing look positioned for growth over the next decade. It is for this reason that Betashares recently tipped this fund as a buy. It notes that "cloud computing has been one of the strongest-growing segments of the technology sector, and given much of the world's digital data and software applications are still maintained outside the cloud, continued strong growth has been forecast." Among its holdings are companies such as Shopify (NYSE: SHOP) and Zoom (NASDAQ: ZM).

Betashares Energy Transition Metals ETF (ASX: XMET)

Another ASX ETF that could be worth a look is the Betashares Energy Transition Metals ETF. Especially if you are wanting exposure to the resources sector. That's because it gives investors access to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earth elements. These are all metals that will be important for the decarbonisation of the planet. Betashares named it on its list of ETFs to buy for 2024. The fund manager notes that "both electric cars and clean energy use notably more metals than their conventional counterparts, and many of these minerals have highly concentrated and insecure supply chains." Its holdings include Lynas Rare Earths Ltd (ASX: LYC) and Pilbara Minerals Ltd (ASX: PLS).

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

A third ASX ETF to consider buying is the BetaShares Asia Technology Tigers ETF. This popular fund provides investors with easy access to the best tech stocks in the Asian region (excluding the Japan market). Many of the companies included in the fund have very bright long term futures. This is thanks to Asia's growing middle class and its tech savvy population. Among its holdings are e-commerce leader Alibaba (NYSE: BABA), Temu owner PDD Holdings (NASDAQ: PDD), and search giant Baidu (NASDAQ: BIDU).

Vanguard MSCI Index International Shares ETF (ASX: VGS)

Another top ASX ETF for investors to look at is the Vanguard MSCI Index International Shares ETF. This fund gives investors access to somewhere in the region of 1,500 of the world's largest listed companies (outside Australia). This means that by buying the Vanguard MSCI Index International Shares ETF, investors can almost instantly diversify their portfolio. This could make it a great option if you are over-concentrated on certain sectors or local shares.

BetaShares S&P 500 Yield Maximiser (ASX: UMAX)

Finally, if you are an income investor, the BetaShares S&P 500 Yield Maximiser could be for you. It uses a covered call strategy over the 500 companies listed on Wall Street's S&P 500 index to target quarterly income that is significantly greater than the dividend yield of the underlying share portfolio. For example, thanks to the clever way that this strategy works, its units currently trade with an attractive 4.3% distribution yield.

The post Why these ASX ETFs could be strong buys appeared first on The Motley Fool Australia.

Let's see what they offer investors:

BetaShares Cloud Computing ETF (ASX: CLDD)

Due to the structural shift to the cloud, companies with exposure to cloud computing look well-placed for growth. This could make the BetaShares Cloud Computing ETF a good option for investors looking to gain access to this theme. The fund manager notes that "cloud computing has been one of the strongest-growing segments of the technology sector, and given much of the world's digital data and software applications are still maintained outside the cloud, continued strong growth has been forecast." Among its holdings are companies such as Shopify and Zoom.

iShares S&P 500 ETF (ASX: IVV)

Another ASX ETF for investors to look at is the popular iShares S&P 500 ETF. This fund gives investors access to 500 of the largest listed companies on Wall Street. This means that you will be buying a slice of companies from a range of different industries and sectors. Among its holdings are well-known companies such as Apple, Exxon Mobil Corp, Microsoft, Nvidia, Starbucks, and Walmart.

Betashares Global Quality Leaders ETF (ASX: QLTY)

A third ASX ETF to consider for a $500 investment next month is Betashares Global Quality Leaders ETF. It has a focus on investing in the highest quality companies in the world, which is never a bad idea, and was recommended by Betashares' chief economist. There are approximately 150 companies included in the fund that rank highly on four key metrics: return on equity, debt-to-capital, cash flow generation, and earnings stability.

Betashares Energy Transition Metals ETF (ASX: XMET)

The Betashares Energy Transition Metals ETF could be an ASX ETF to look at. It provides investors with access to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earth elements. These are all metals that will be pivotal to the decarbonisation of the planet. Betashares named it on its list of ETFs to buy for 2024, noting that "both electric cars and clean energy use notably more metals than their conventional counterparts, and many of these minerals have highly concentrated and insecure supply chains."

Vanguard MSCI Index International Shares ETF (ASX: VGS)

Finally, the Vanguard MSCI Index International Shares ETF could be a top ASX ETF to buy. It gives investors easy access to approximately 1,500 of the world's largest listed companies (excluding Australia). This means that investors can almost instantly diversify their portfolio just with this fund. This could make it a great option if you are already over-concentrated on certain sectors or local shares.

The post 5 excellent ASX ETFs for a $500 investment next month appeared first on The Motley Fool Australia.

With the United States election upon us, many ASX investors are wondering what a Harris or Trump victory will mean for the global economy, share markets, and their own investments.

Betashares Senior Investment Strategist Cameron Gleeson has shared his ideas about which ASX ETFs may benefit if US Vice-President Kamala Harris wins this week's election.

In an article, Gleeson discusses how Harris' policies may impact the global economy and markets.

(Keep in mind that the impact will also depend on whether the Democrats gain control of Congress.)

Let's take a look.

Harris' key policies in this election

Here is Gleeson's summary of Kamala Harris' key policies that matter the most.

Taxes and spending

• Raise corporate tax rate from 21% to 28%
• Increase taxes on buybacks and companies' foreign income
• Extend 2017 personal tax cuts for households earning under $400,000
• New taxes for billionaires and very high-income earners
• Fiscal assistance for small businesses, housing, healthcare, and parents
• Maintain US aid to Ukraine

Trade and Tariffs

• Continue Biden's support for US semiconductor and clean energy manufacturing
• Continue Biden's approach to strategic use of tariffs and trade embargos

Immigration, Energy, and the Federal Reserve

• An increased focus on border control, with a conditional increase in new immigrant visas
• Prioritisation of clean energy industry investment and support
• Maintain Federal Reserve independence

ASX ETFs that may benefit from a Harris Presidency: expert

Betashares Asia Technology Tigers ETF (ASX: ASIA)

Gleeson says the ASX ETF ASIA could benefit from a potential relief rally in Asia:

East Asia is one of the most trade exposed regions in the world, and is home to some of the world's leading high tech manufacturing and semiconductor supply chain companies, including Samsung and TSMC, which are both currently held in ASIA.

Betashares Energy Transition Metals ETF (ASX: XMET)

Gleeson says the ASX ETF XMET may benefit from Harris' plans to expand the supply of critical minerals for the green energy transition:

Harris has promised to establish of a national reserve of critical minerals such as cobalt, lithium, and nickel to advance the US's aspirations in clean energy, EVs and battery tech.

Betashares Global Defence ETF (ASX: ARMR)

Gleeson says the ASX ETF ARMR may benefit from ongoing or increased defence spending:

Harris promises continued support for Ukraine and more multilateralism, while still maintaining a hard line against China.

Foolish takeaway

Gleeson advises that any potential upside to these ETFs may be limited to a short post-election bump.

"In the longer term, markets are more beholden to macro-economic fundamentals than politics," he says.

Here at The Motley Fool, our analysts recommend not trying to time the market. Our team advocates taking a long-term view and using fundamental analysis to choose which ASX ETFs or shares to invest in.

The post 3 ASX ETFs that could soar under a Harris presidency appeared first on The Motley Fool Australia.

Here's why they could be high-quality options for investors next month:

Betashares Energy Transition Metals ETF (ASX: XMET)

The first ASX ETF for investors to look at in October is the Betashares Energy Transition Metals ETF.

This ETF could be a great way to gain exposure to the decarbonisation mega trend. It provides investors with access to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earth elements. These are all metals that will be pivotal to the decarbonisation of the planet.

Earlier this year, Betashares named it on its list of ETFs to buy for 2024. The fund manager notes that "both electric cars and clean energy use notably more metals than their conventional counterparts, and many of these minerals have highly concentrated and insecure supply chains."

Betashares Global Quality Leaders ETF (ASX: QLTY)

Another ASX ETF for investors to look at in October is the Betashares Global Quality Leaders ETF.

It allows you to invest in many of the highest quality companies that the world has to offer, which is never a bad idea.

There are approximately 150 companies included in the fund that rank highly on four key metrics. These are return on equity, debt-to-capital, cash flow generation, and earnings stability. Betashares' chief economist, David Bassanese, recently recommended this ETF.

BetaShares Diversified All Growth ETF (ASX: DHHF)

Another ASX ETF to consider in October is the BetaShares Diversified All Growth ETF.

It was also recently named as one to buy by BetaShares. It allows investors to buy a slice of ~8,000 large, mid, and small cap stocks from Australia, the US, developed markets, and emerging markets.

The fund manager believes that the ETF has high growth potential and may be suitable for investors with a high tolerance for risk.

VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT)

A final ASX ETF that could be a great option for investors in October is the VanEck Vectors Morningstar Wide Moat ETF.

This fund has a focus on companies with sustainable competitive advantages (or wide moats). But a competitive advantage isn't enough, the company has to have a fair valuation to be included in the fund.

Warren Buffett is one of the most successful investors of the last century. And given that competitive advantages and fair valuations are two qualities he looks for from his investments, this ETF could be a great way to invest like the Oracle of Omaha with minimal effort.

The companies that the ETF invests in will change periodically to reflect valuations and changes to competitive advantages. But at present it includes beauty products company Estee Lauder (NYSE: EL), sportswear giant Nike (NYSE: NKE), and entertainment behemoth Walt Disney (NYSE: DIS).

The post 4 of the best ASX ETFs to buy in October appeared first on The Motley Fool Australia.

To narrow things down, let's take a look at four top ASX ETFs that could be good additions to a balanced investment portfolio next month.

Here's what you need to know about them:

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

The first ASX ETF to look at is the BetaShares Asia Technology Tigers ETF.

This popular fund gives investors access to ~50 of the best technology stocks or tigers that the Asian region has to offer. These tigers include names that are even well known in the West such as online retail giant Alibaba, WeChat owner Tencent Holdings, Temu owner Pinduoduo, and search engine leader Baidu.

Betashares points out that the ETF "provides diversified exposure to a high-growth sector that is under-represented in the Australian sharemarket, and a complement to investors with U.S. technology exposure."

Betashares Energy Transition Metals ETF (ASX: XMET)

Another ASX ETF to look at is the Betashares Energy Transition Metals ETF.

As its name suggests, this fund gives investors easy access to energy transition metals. This is through global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver, and rare earth elements, which are all metals that will be pivotal to the decarbonisation of the planet.

Betashares named the fund on its list of 12 ASX ETFs ideas for 2024. It notes that "both electric cars and clean energy use notably more metals than their conventional counterparts, and many of these minerals have highly concentrated and insecure supply chains."

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

A third ASX ETF for investors to look at is the BetaShares S&P/ASX Australian Technology ETF.

It gives investors exposure to the leading companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.

The fund was recently highlighted as one to buy by the team at Betashares. The fund manager said: "With the nascent adoption of AI, cloud computing, big data, automation, and the internet of things, there's a good chance that the next decade's major winners will come from the tech sector. Despite Australia's sharemarket skewing heavily towards financials and resources, investors can gain direct exposure to Aussie tech stocks via ATEC."

iShares Global Consumer Staples ETF (ASX: IXI)

A final ASX ETF for investors to consider buying is the iShares Global Consumer Staples ETF.

This ETF gives investors access to many of the world's largest consumer staples companies. As these companies generally perform well whatever is happening in the global economy, it could make the fund a good option for investors that have a low risk tolerance. Among its holdings are global giants Coca-Cola, Nestle, and Unilever.

The post Buy these 4 excellent ASX ETFs in August appeared first on The Motley Fool Australia.