ClearOrigin

Australian shares

QOZ

Betashares FTSE RAFI Australia 200 ETF · Betashares

Around 200 of Australia's largest companies, but weighted by measures of company size like sales and book value rather than purely by sharemarket value.

What the fee costs you

The management fee is 0.4% a year. Here’s what that works out to in dollars:

A 0.4% yearly fee works out to about $40 a year per $10,000 invested.

A rough guide based on the headline fee only. Other costs (such as brokerage or buy/sell spreads) aren’t included.

The basics

Issuer
Betashares
Asset class
Australian shares
Number of holdings
~200
Where it invests
100% Australia.
Income paid
Half-yearly
Currency hedged
N/A — It holds Australian companies priced in Australian dollars, so there's no foreign-currency exposure to hedge.

Its character

A different way of building an Australian shares fund: instead of holding companies in proportion to their sharemarket price, it weights them by underlying business measures — the idea being to lean away from shares that have become expensive. Financials, materials and energy still dominate, with BHP a large single holding.

What to keep in mind

Still all-Australian and concentrated in finance and resources, so it rises and falls with the local market. Its fundamental-weighting method means it can behave differently from a standard market-cap fund at times.

Income

As an all-Australian fund, its distributions can carry franking credits from the franked dividends its companies pay.

How this fund relates to others

Holds the same ~200 large ASX companies as A200, IOZ and STW, but weights them by business size rather than market value — so the holdings overlap heavily even where the proportions differ.

Overlaps with

Funds that hold many of the same underlying investments as this one.

Figures last verified 2026-06-12against the issuer’s factsheet and PDS.

Source: factsheet · PDS