Give your ETF portfolio a free check-up
Enter your ETFs once and we'll X-ray your whole portfolio: a health check, what you own, your core and satellite split, your biggest companies, overlap, fees, cheaper alternatives and income. Your free PDF report covers all of it, and opens instantly.
Your ETFs
Your report uses the portfolio in the bar above. Until you enter your own, it uses an example: VAS and VGS as the core (90%) and GOLD as a 10% satellite.
Get your report instantly
Enter your email below and your free PDF opens straight away, using the ETFs above.
Planning retirement income? That's a separate tool: the retirement income calculator.
When you create a report we keep an anonymous copy of the holdings and amounts (never your email), so we can research what Australian ETF investors actually hold.
What the X-ray checks
- Fees: what your ETFs cost you in dollars each year, and your average fee.
- Income and franking: estimated from each fund's distributions over the past 12 months.
- Look-through: we open up every ETF to the companies inside, so you can see your real exposure by country, sector and company.
- Overlap: pairs of ETFs that hold the same companies, so you may be paying twice for the same thing.
- Core and satellite: how much is in broad core ETFs, and how much in themes, sectors and single regions. An estimate.
- Fees over time: what your fees cost over 10, 20 and 30 years, compared with a lower fee you choose.
- Cheaper twins: funds holding at least 80% of the same companies for a lower fee.
- Income by month: when your distributions are likely to arrive, and any gaps.
Overlap calculator → · Find a cheaper ETF → · Retirement income calculator →
