Our free 2026 ETF Report explores the 1, 3 and 5-year returns of ETFs in Stockspot portfolios and available investment themes.
Stockspot doesn't recommend individual ETFs. We research and combine them across assets, countries, industries and currencies to build diversified portfolios. The report explains why the mix matters more than any one fund's latest return.
Free PDF with ETF returns and plain English commentary.
Chipmakers and Asian technology shares led. Australian resources and dividend shares also gained, while bonds and some other themes had a harder year. The report explains the trends behind the returns and how quickly market leadership can change.
Technology
+102.8%
Semiconductors (SEMI)
AI investment helped drive strong chipmaker returns.
Resources
+47.5%
Australian resources (OZR)
Commodity prices helped lift mining shares.
Income
+13.2%
Australian dividend shares (VHY)
Dividend-paying companies gained attention.
Diversification
+24.4%
Emerging markets (IEM)
Emerging markets led Stockspot's core ETFs.
Data to 30 September 2026. Past performance is not a reliable indicator of future returns.
A strong year for an ETF doesn't make it a whole investment plan. See the one, three and five year figures, then read what drove the last 12 months.
An ETF can have a good year and still be a poor fit for your whole portfolio. Stockspot researches each fund, then combines ETFs across Australian and global shares, emerging markets, bonds and gold.
We recommend a portfolio based on your goals and risk level. We invest contributions, monitor the mix and rebalance it as markets move. Eligible clients can add a theme at a defined weight while keeping a diversified foundation.
We've been researching ETFs in Australia since 2014. If you want to find out how ETFs have performed in previous years, take a look at our archived reports.
Still trying to figure out what ETFs are? We explain everything you need to know in this easy to understand guide.
Read the guideWe compare over 200 ETFs listed on the ASX, including fees, performance, and funds under management.
Find out moreWe've spent a lot of time selecting the right ETFs for our portfolios. See why we've picked these ones.
Stockspot ETFs