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AUST.AX vs. NDQ.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AUST.AX vs. NDQ.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in BetaShares Managed Risk Australian Shares Complex ETF (AUST.AX) and BetaShares NASDAQ 100 ETF (NDQ.AX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AUST.AX achieves a -0.08% return, which is significantly lower than NDQ.AX's 10.94% return. Over the past 10 years, AUST.AX has underperformed NDQ.AX with an annualized return of 3.49%, while NDQ.AX has yielded a comparatively higher 21.65% annualized return.


AUST.AX

1D
0.00%
1M
-0.63%
6M
0.54%
YTD
-0.08%
1Y
1.97%
3Y*
5.03%
5Y*
1.92%
10Y*
3.49%

NDQ.AX

1D
-1.45%
1M
-1.46%
6M
9.73%
YTD
10.94%
1Y
20.18%
3Y*
22.74%
5Y*
16.34%
10Y*
21.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AUST.AX vs. NDQ.AX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AUST.AX
BetaShares Managed Risk Australian Shares Complex ETF
-0.08%4.29%5.47%4.56%-6.74%12.28%-2.64%17.64%-6.77%7.12%
NDQ.AX
BetaShares NASDAQ 100 ETF
10.94%11.35%38.19%53.22%-28.42%35.46%34.50%39.66%8.97%21.59%

Correlation

The correlation between AUST.AX and NDQ.AX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.36

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Nov 9, 2015

0.39

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Return for Risk

AUST.AX vs. NDQ.AX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AUST.AX
AUST.AX Risk / Return Rank: 1313
Overall Rank
AUST.AX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
AUST.AX Sortino Ratio Rank: 1212
Sortino Ratio Rank
AUST.AX Omega Ratio Rank: 1212
Omega Ratio Rank
AUST.AX Calmar Ratio Rank: 1414
Calmar Ratio Rank
AUST.AX Martin Ratio Rank: 1313
Martin Ratio Rank

NDQ.AX
NDQ.AX Risk / Return Rank: 3939
Overall Rank
NDQ.AX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
NDQ.AX Sortino Ratio Rank: 4343
Sortino Ratio Rank
NDQ.AX Omega Ratio Rank: 4444
Omega Ratio Rank
NDQ.AX Calmar Ratio Rank: 3232
Calmar Ratio Rank
NDQ.AX Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AUST.AX vs. NDQ.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BetaShares Managed Risk Australian Shares Complex ETF (AUST.AX) and BetaShares NASDAQ 100 ETF (NDQ.AX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AUST.AXNDQ.AXDifference
Sharpe ratioReturn per unit of total volatility

-1.07

Sortino ratioReturn per unit of downside risk

-1.41

Omega ratioGain probability vs. loss probability

1.05

1.23

-0.18

Calmar ratioReturn relative to maximum drawdown

0.34

1.30

-0.96

Martin ratioReturn relative to average drawdown

0.61

3.30

-2.68

AUST.AX vs. NDQ.AX - Sharpe Ratio Comparison

The current AUST.AX Sharpe Ratio is 0.24, which is lower than the NDQ.AX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of AUST.AX and NDQ.AX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AUST.AX vs. NDQ.AX - Drawdown Comparison

The maximum AUST.AX drawdown since its inception was -20.24%, smaller than the maximum NDQ.AX drawdown of -30.79%. Use the drawdown chart below to compare losses from any high point for AUST.AX and NDQ.AX.


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Drawdown Indicators


AUST.AXNDQ.AXDifference

Max Drawdown

Largest peak-to-trough decline

-20.24%

-30.79%

+10.55%

Max Drawdown (1Y)

Largest decline over 1 year

-7.16%

-15.17%

+8.01%

Max Drawdown (3Y)

Largest decline over 3 years

-11.49%

-21.27%

+9.78%

Max Drawdown (5Y)

Largest decline over 5 years

-12.58%

-30.79%

+18.21%

Max Drawdown (10Y)

Largest decline over 10 years

-20.24%

-30.79%

+10.55%

Current Drawdown

Current decline from peak

-4.19%

-3.79%

-0.40%

Average Drawdown

Average peak-to-trough decline

-4.56%

-5.85%

+1.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.07%

6.08%

-2.01%

Volatility

AUST.AX vs. NDQ.AX - Volatility Comparison

The current volatility for BetaShares Managed Risk Australian Shares Complex ETF (AUST.AX) is 2.44%, while BetaShares NASDAQ 100 ETF (NDQ.AX) has a volatility of 5.30%. This indicates that AUST.AX experiences smaller price fluctuations and is considered to be less risky than NDQ.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AUST.AXNDQ.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.44%

5.30%

-2.86%

Volatility (6M)

Calculated over the trailing 6-month period

7.99%

11.69%

-3.70%

Volatility (1Y)

Calculated over the trailing 1-year period

10.33%

15.12%

-4.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.21%

19.15%

-8.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.21%

19.15%

-8.94%

AUST.AX vs. NDQ.AX - Expense Ratio Comparison

AUST.AX has a 0.49% expense ratio, which is higher than NDQ.AX's 0.48% expense ratio.


Dividends

AUST.AX vs. NDQ.AX - Dividend Comparison

AUST.AX's dividend yield for the trailing twelve months is around 1.39%, less than NDQ.AX's 1.47% yield.


PositionTTM2025202420232022202120202019201820172016
AUST.AX
BetaShares Managed Risk Australian Shares Complex ETF
1.39%1.18%1.58%1.60%2.16%2.37%3.13%3.02%1.62%1.09%0.42%
NDQ.AX
BetaShares NASDAQ 100 ETF
1.47%0.93%1.81%2.09%3.36%3.33%2.47%2.22%0.37%0.25%0.40%

Frequently Asked Questions


AUST.AX and NDQ.AX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, NDQ.AX is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NDQ.AX is cheaper with a 0.48% expense ratio, compared with 0.49% for AUST.AX.

AUST.AX is categorized as Australia Equities, while NDQ.AX is Nasdaq-100. Their fees differ too: 0.49% for AUST.AX and 0.48% for NDQ.AX.

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