Betashares Climate Change Innovation ETF (ERTH) Review & Analysis

MER Β· #368 of 514AUM Β· #307 of 5081Y Return Β· #272 of 4263Y Return Β· #286 of 3005Y Return Β· #219 of 225
What's new this monthData to 30 September 2026
  • βˆ’2.4% in September (total return), behind the median international shares ETF at +0.0%.
  • Investors withdrew a net $2.0m (-2.5% of the fund).
  • The unit price closed the month at $9.98, 13% below its 12-month high (range $9.30 to $11.50).

About ERTH

ERTH is an international shares ETF from Betashares, listed on the ASX since March 2021. With $78m under management it is number 152 of 254 international shares ETFs by size. The management fee is 0.65% a year, about $65 on every $10,000 invested, dearer than the typical international shares ETF at 0.55%.

Its largest holdings are Ecolab Inc, Synopsys Inc and Waste Connections Inc, and the top 10 make up 40% of the fund. By sector it leans towards industrials (36%) and information technology (24%). United States is the biggest country exposure at 57%.

Over five years it has returned βˆ’5.5% a year including distributions, against +8.8% for the median international shares ETF. With its focus on clean energy, ethical & esg, it is the kind of fund many investors use as a smaller satellite holding alongside a diversified core.

ERTH distributions and dividend dates

The latest distribution was $0.0073 per unit (0% franked), ex-distribution on 1 July 2026 and paid on 16 July 2026. To receive it you need to own ERTH before the ex-date.

From ASX announcements, updated nightly. See every ETF in the dividend calendar.

Compare ERTH with

ERTH price by TradingView

Stock CodeERTH
Fund ManagerBetashares
Asset ClassInternational shares
AUM$78m
MER (%)0.65%
Net flows (Sep)βˆ’$2.0m
Last Price$9.98
52-Week Range$9.30 – $11.50
Bid/Ask Spread0.23%
Listing Date11/03/2021
ExchangeASX
IndexNot yet in our data. See the PDS
Issuer websiteBetashares β†—

Performance (% return)

-24%-14%-3%7%1M-2.4%1Y1.0%3Y7.3%5Y-24.4%
1 monthβˆ’2.4%
1 year+1.0%
3 years p.a.+2.4%
5 years p.a.βˆ’5.5%

$10,000 invested…

1 year ago$10,0983 years ago$10,7325 years ago$7,555

Value at 30 September 2026 with distributions reinvested, before tax and brokerage.

Total returns including distributions, to 30 September 2026. 1M, 1Y, 3Y and 5Y bars are cumulative.

ERTH at a glance: strengths and things to watch

πŸ‘ Strengths

  • Nothing stands out against its category.

⚠️ Things to watch

  • Behind its peers. βˆ’5.5% a year over 5 years, against +8.8% for the median international shares ETF.
  • In a downtrend. Its price has been trending down since 21 October (as at 7 November).

Worked out from ERTH's fees, size, flows, returns and trend against the 257 international shares ETFs in Australia, to 30 September 2026. General information, not a recommendation.

Joshua StegaetfadviserTrend check
Downtrend since 21 Oct 2026

ERTH is in a downtrend. Here's why that matters.

ERTH's price is below its 20-day average and its averages are stacked downward. Its price is 12.6% below its 12-month high.

Why it matters: Downtrends can run for months, and that is where most big losses happen. For satellite holdings, waiting in cash until the trend turns has often been the better choice.

At ETF Adviser the core of a portfolio stays invested through every stage, and satellite ETFs are only bought in an uptrend. Members get a weekly update on which ETFs are breaking out of a base and which trends have broken.

Oct 25Jan 26Apr 26Jul 26Oct 26
UptrendBaseDowntrend

ERTH weekly price, past 12 months, shaded by trend stage. Stage as at 7 November 2026, updated weekly. A technical label, not a recommendation.

ERTH vs its benchmark

How ERTH has done against the Solactive Climate Change and Environmental Opportunities Index, after fees. For an index fund, a small shortfall roughly the size of the fee is normal.

ERTHBenchmarkDifference
1 year-4.90%-4.25%-0.65%
3 years p.a.+5.67%+6.32%-0.65%
5 years p.a.-6.98%-6.46%-0.52%

Issuer figures to 30 October 2026, fund returns after fees. Source: Betashares. Compare more ETFs vs their benchmark β†’

Investment Focus

Themes & Sectors

Clean energyEthical & ESG

Portfolio Breakdown

Top 10 holdings (40.2% of the fund)

SymbolCompany% assets
ECL4.78%
SNPS4.65%
WCN4.63%
TSLA4.38%
WM4.31%
ABBN3.64%
CARR3.47%
BE3.45%
VWS3.44%
12113.43%

Sector breakdown

  • Industrials36.0%
  • Information Technology23.6%
  • Utilities14.7%
  • Consumer Discretionary13.8%
  • Materials11.1%
  • Financials0.6%
  • Consumer Staples0.2%

Country breakdown

  • United States57.2%
  • Hong Kong7.6%
  • DK6.5%
  • South Korea6.0%
  • Switzerland4.1%
  • Japan4.1%
  • United Kingdom3.0%
  • Canada1.7%
  • Other9.8%

Holdings from the issuer's published portfolio as at 30 October 2026. Breakdowns are based on the largest 88 positions, covering 100% of the fund. Compare ERTH's holdings with other ETFs β†’

Best-endeavours estimate. Built from each issuer's published holdings, which may be weeks or months old, may cover only part of a fund (some publish only their top 10) and are matched by company name. Figures may be incomplete or inaccurate. Check the issuer's website and PDS before relying on them. General information only.

Similar ETFs

CodeNameSame holdingsMERAUM1Y3Y p.a.5Y p.a.
DRIVBetashares Electric Vehicles and Future Mobility ETF
21%
0.67%$16m+3.9%+5.3%–
MCCLMunro Climate Change Leaders Fund Active ETF Active–0.90%$250m+16.9%+32.7%–
T3MPJPMorgan Climate Change Solutions Active ETF Active–0.55%$3.3m+11.2%+13.8%–
URANVanEck Uranium and Energy Innovation ETF
0%
0.59%$14m–––
VGSVanguard MSCI Index International Shares ETF
2%
0.18%$18.7bn+10.1%+17.9%+11.8%
IVViShares S&P 500 ETF
2%
0.04%$14.9bn+10.1%+19.2%+13.4%

Same holdings is the share of ERTH's money in companies the other ETF also holds, weighted by size. Most similar first, then ETFs in the same category. See every ETF like ERTH β†’

ERTH vs its closest alternatives

What actually differs between ERTH and the ETFs most like it. Data to 30 Sep 2026.

DRIV Betashares Electric Vehicles and Future Mobility ETF

  • They share 21% of their holdings: some overlap.
  • ERTH is cheaper (0.65% vs 0.67%), worth about $1,286 on $100,000 over 20 years.
  • Over 3 years, a year: ERTH +2.4%, DRIV +5.3% (DRIV ahead by 2.9 percentage points).
  • ERTH is about 5 times larger ($78m vs $16m), which usually means tighter trading spreads.

Compare ERTH and DRIV side by side β†’

MCCL Munro Climate Change Leaders Fund Active ETF

  • ERTH is cheaper (0.65% vs 0.90%), worth about $15,751 on $100,000 over 20 years.
  • Over 3 years, a year: ERTH +2.4%, MCCL +32.7% (MCCL ahead by 30.3 percentage points).
  • MCCL is about 3 times larger ($250m vs $78m), which usually means tighter trading spreads.
  • Different structure: ERTH is a standard fund, MCCL is actively managed.

Compare ERTH and MCCL side by side β†’

T3MP JPMorgan Climate Change Solutions Active ETF

  • T3MP is cheaper (0.55% vs 0.65%), worth about $6,500 on $100,000 over 20 years.
  • Over 3 years, a year: ERTH +2.4%, T3MP +13.8% (T3MP ahead by 11.4 percentage points).
  • ERTH is much larger ($78m vs $3.3m), which usually means tighter trading spreads.
  • Different structure: ERTH is a standard fund, T3MP is actively managed.

Compare ERTH and T3MP side by side β†’

General information only. Past performance is not a reliable indicator of future performance.

ERTH FAQs

What is the fee for ERTH?

ERTH charges a management fee (MER) of 0.65% a year, according to the TMX Australia monthly funds report as at 30 September 2026.

How big is ERTH?

ERTH had $78m in funds under management as at 30 September 2026.

How has ERTH performed?

ERTH returned +1.0% over the year to 30 September 2026 (total return, including distributions). Over three years it returned +2.4% a year. Past performance is not a reliable indicator of future performance.

Who manages ERTH?

ERTH is managed by Betashares and has been listed since March 2021.

Is ERTH franked?

Generally no. ERTH invests outside Australia, so its distributions carry little or no franking credits. Franking comes from Australian companies that have paid tax here.

What does ERTH hold?

ERTH's largest holdings are Ecolab Inc (4.8%), Synopsys Inc (4.7%), Waste Connections Inc (4.6%), Tesla Inc (4.4%), Waste Management Inc (4.3%). It holds about 88 investments in total. The biggest sector is industrials at 36%. Holdings as at 30 October 2026.

Is ERTH currency hedged?

No, ERTH is unhedged. Its returns move with the Australian dollar: a falling dollar adds to returns and a rising dollar reduces them.

Disclaimer

This review is general information only and does not take into account your objectives, financial situation or needs. Consider the Betashares product disclosure statement (PDS) and target market determination (TMD) before investing. Past performance is not a reliable indicator of future performance.