Australian Finance Podcast

How to research ETFs: The ultimate beginner checklist [3/5]


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In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell continue the ETF mini-series by showing you how to research and compare ETFs like a pro.

After learning what ETFs are and how they work in episodes one and two, this episode focuses on building trust and confidence when choosing between similar ETFs.
They cover:
– How to research ETFs using a simple checklist
– The key documents you need (like the PDS)
– How to compare performance, fees and fund size
– Why similar ETFs can still be very different
If you like this Australian Finance Podcast episode on ETFs, you'll love our series. Don't forget to subscribe for weekly shows on Apple, Spotify), YouTube, or wherever you get your podcasts!
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Topics Covered

– Why ETFs are used by both beginners and advanced investors
– Why similar ETFs aren’t always identical
– How to research an ETF step-by-step
– What is a PDS (Product Disclosure Statement)?
– Key documents to review before investing
– Comparing ETF performance (and why past performance isn’t everything)
– How ETF prices actually work
– Does fund size matter?
– Does ETF price matter ($5 vs $100)?
– ETF research checklist:
– Index (what does it track?)
– Fees (MER / management costs)
– Long-term performance
– Fund size (FUM)
– Common investor questions:
– Should you hold multiple similar ETFs?
– Is that real diversification?
– Why choose one ETF over another?
– Do lower fees always win?
– What if an ETF is new with limited history?
– When ETFs work well (long-term investing)
– When ETFs might not suit your strategy
Resources for this episode


- Download the ETF mini series checklist here

- Buy Gemma’s book “The Money Reset”
- Ask a question (select the Finance podcast)
Show partner resources

- Join Pearler using code “RASK” for $15 of Pearler Credit
- Get 50% off your first two months using PocketSmith

- View Betashares range of funds

Rask resources

- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
- We love feedback!
Follow us on social media:
- Instagram
- TikTok
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)

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Australian Finance PodcastBy Rask

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