For income investors, the Australian share market continues to offer plenty of choice.

From property and infrastructure to consumer-facing businesses, there are companies across the ASX generating reliable cash flows and returning a portion of them to shareholders.

To help narrow things down, here are three ASX dividend stocks that brokers currently rate as buys and believe can deliver attractive income over the coming years.

Centuria Industrial REIT (ASX: CIP)

Centuria Industrial REIT could be an attractive option for investors seeking property-backed income.

This REIT is one of Australia’s leading owners of industrial real estate, with a portfolio of high-quality assets leased to tenants in sectors such as logistics, manufacturing, and ecommerce. These are facilities that sit at the heart of modern supply chains, which helps underpin demand for space.

Importantly for income investors, the portfolio is weighted toward long-term leases, providing visibility over rental income. While higher interest rates have created challenges for parts of the property sector, Centuria’s focus on fit-for-purpose industrial assets in key locations leaves it well positioned.

UBS is positive on the company’s outlook and is forecasting dividends per share of 16.8 cents in FY 2026 and 17.9 cents in FY 2027. Based on the latest Centuria Industrial share price of $3.30, this equates to dividend yields of 5.1% and 5.4%, respectively.

The broker has a buy rating and a $3.95 price target on the stock.

Transurban Group (ASX: TCL)

Transurban is another ASX dividend stock that brokers believe is worth considering.

The company owns and operates toll roads across Australia and North America, including major assets such as CityLink in Melbourne and WestConnex in Sydney. These roads benefit from long concession lives and traffic volumes that tend to grow alongside population and economic activity.

What makes Transurban attractive for income investors is the combination of existing assets and a sizeable development pipeline, which supports both current distributions and longer-term growth.

The team at Citi is positive on the company’s outlook. It expects Transurban to be in a position to pay dividends of 69.5 cents per share in FY 2026 and 73.7 cents per share in FY 2027. Based on its current share price of $13.89, this implies dividend yields of 5% and 5.3%, respectively.

The broker has a buy rating and a $16.10 price target on its shares.

Universal Store Holdings Ltd (ASX: UNI)

A final ASX dividend stock that could be a best buy according to brokers is Universal Store.

This youth fashion retailer operates a multi-brand strategy across Universal Store, Thrills, and Perfect Stranger, supported by a growing private-label offering. This approach has helped the company maintain margins and generate solid cash flow even as consumer spending has come under pressure.

Bell Potter believes Universal Store’s disciplined execution and brand positioning can support ongoing dividend growth. The broker is forecasting fully franked dividends of 37.3 cents per share in FY 2026 and 41.4 cents per share in FY 2027. Based on its current share price of $8.37, this represents dividend yields of 4.5% and 4.9%, respectively.

Bell Potter currently has a buy rating and $10.50 price target on the company’s shares.

The post 3 of the best ASX dividend stocks to buy now appeared first on The Motley Fool Australia.

More reading

• 3 ASX blue-chip shares I’d buy with $10,000 right now
• 2 ASX income stocks I would buy with $2,500 in January
• My simple 5-share ASX retirement portfolio
• Forget CBA and buy these ASX dividend shares
• How to turn ASX dividends into long-term wealth

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Universal Store. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group. The Motley Fool Australia has recommended Universal Store. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australians have a wide selection of ASX dividend shares that can provide reliable and growing passive income.

The biggest dividend yields aren’t necessarily the only ones worth looking at, though one of the names I’ll look at today does have a very high yield.

Businesses that reward investors with rising dividends are very appealing to me. The below are three with impressive dividend growth records.

Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

Soul Patts is the leader on the ASX that when it comes to dividend growth. The business has grown its annual regular dividend every year since 1998.

It has the smallest payout out of the three names in this article, with a grossed-up dividend yield of 3.9%, including franking credits.

But, I have the most confidence in this ASX dividend share growing its payout because of how it’s funded by the cash flow of its investment portfolio.

It’s invested in industries such as industrial properties, building products, resources, telecommunications, swimming schools and agriculture.

By generating profit from numerous sectors, it has diversified its risks and looked broadly for opportunities. This helps secure its future cash flow generation and dividend payments.

Rivco Australia Ltd (ASX: RIV)

Rivco owns a portfolio of permanent water entitlements based in south east Australia. The water can be leased to farmers on short-term or long-term leases, generating lease income for the company.

This ASX dividend share is a pleasing way to benefit from Australia’s agricultural sector without some of the risks/volatility.

If water values increase over time, which I think they will, then the company can deliver capital growth too.

The business has increased its payout every six months since 2017, and currently has a grossed-up dividend yield of 6.9% (including franking credits).

Shaver Shop Group Ltd (ASX: SSG)

Shaver Shop sells a wide variety of male and female hair removal products from its store network of more than 120 locations.

The ASX dividend share has proven to have resilient sales during the last few years, showing consistent demand for its items. Hair doesn’t stop growing, after all.

One of the most pleasing aspects of the ASX dividend share’s business model is that it has made agreements with multiple shaver brands, unlocking exclusive products for consumers.

Impressively, the business grew its annual dividend per share each year between 2017 and 2023. It maintained the payout in 2024 and then increased the payout in 2025 to 10.3 cents per share.

At the current valuation, the FY25 payout translates into a grossed-up dividend yield of 9.4%, including franking credits. Growth is not guaranteed, but if it does increase the payout to 10.4 cents per share, it would represent a grossed-up dividend yield of 9.5%, including franking credits. That sounds like very pleasing passive income to me.

The post 3 great ASX dividend shares to buy in 2026 appeared first on The Motley Fool Australia.

More reading

• 2 ASX shares I’m planning to own until I’m 100
• Want to build up passive income? These 2 ASX dividend shares are a buy!
• Get paid huge amounts of cash to own these ASX dividend stocks
• These ASX shares won big last year and are still excellent buys for 2026
• These ASX dividend stocks are built to keep paying and paying

Motley Fool contributor Tristan Harrison has positions in Rivco Australia and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Shaver Shop Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When you look up a performance report for the Australian share market, or hear or see one on the radio, television or newspaper, you will typically see the performance of one or two indexes quoted. Those indexes are the S&P/ASX 200 Index (ASX: XJO) and the All Ordinaries Index (ASX: XAO).

Both are widely used as a gauge of the entire Australian stock market.

This is common throughout the world. American investors will often use the S&P 500 Index, for example, whereas in the United Kingdom, the FTSE 100 is used. Japan has the Nikkei 225, while Hong Kong is represented by the Hang Seng.

Each of these indexes basically works in the same way. They aggregate the performance of a set number of companies that are listed on a respective exchange, and weight them according to market capitalisation (or company size). However many points are gained or lost over one day’s trading then gives us a useful barometer of how the entire stock market has performed.

Back in Australia, the ASX 200 is fairly self-explanatory. It tracks the performances of the largest 200 stocks listed on the ASX stock exchange. That’s everything from BHP Group Ltd (ASX: BHP) and Commonwealth Bank of Australia (ASX: CBA) to Harvey Norman Holdings Ltd (ASX: HVN) and Ampol Ltd (ASX: ALD).

It is common to see index funds that track the ASX 200 Index. The iShares Core S&P/ASX 200 ETF (ASX: IOZ) is one, the SPDR S&P/ASX 200 ETF (ASX: STW) is another.

But what about the All Ords? How easy is it for investors to hitch their wagon to the All Ordinaries Index?

Buying ASX All Ords shares?

The All Ordinaries is Australia’s oldest index, predating the ASX 200 by quite some margin. Instead of tracking the largest 200 Australian companies, the All Ords expands its remit to the largest 500 Australian stocks. In this way, it is a truer reflection of the broader Australian market.

Investing in the All Ords might sound easy. But it is not. As it happens, there is no way you can actually invest in the All Ordinaries. The ASX hosts no index fund, whether that be a managed fund or exchange-traded fund (ETF) that follows this particular index.

This is probably due to practical limitations. Many of the companies at the bottom end of the All Ords have a market capitalisation of less than $100 million. There simply isn’t enough liquidity in these companies that would make an index fund viable.

As such, investors who really want to gain exposure ot the entire All Ords have to get creative. They could start with the Vanguard Australian Shares Index ETF (ASX: VAS).

VAS is one of the only funds on the ASX that tracks the S&P/ASX 300 Index (ASX: XKO). This index is similar to the ASX 200. But includes an additional 100 holdings on the smaller end to increase diversification. Adding a small-cap focused ETF like the Vanguard MSCI Australian Small Companies Index ETF (ASX: VSO) or the iShares S&P/ASX Small Ordinaries ETF (ASX: ISO) would get an investor pretty close to an ASX All Ords experience.

The post ASX shares: Can you actually invest in the All Ords? appeared first on The Motley Fool Australia.

More reading

• Brokers rate 3 ASX All Ords shares that more than tripled in value in 2025
• US stocks vs. ASX shares in 2025
• Why 2025 was the year of the ASX small-cap shares

Motley Fool contributor Sebastian Bowen has positions in Vanguard Australian Shares Index ETF and Vanguard MMSCI Australian Small Companies Index ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Harvey Norman. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australian investors continue to put their faith in ASX exchange-traded funds (ETFs) for easy diversification and low ongoing fees.

Last year, we ploughed a net $53 billion of new funds into ETFs, which was 75% higher than 2024, according to Betashares data.

Here are three ASX ETFs that delivered excellent returns last year.

Global X Copper Miners ETF (ASX: WIRE)

Over 2025, WIRE ETF returned 93% and finished the year at $22.20 apiece.

This ASX ETF is having an incredible run on the back of rising global demand for the red metal.

WIRE seeks to mirror the performance of the Solactive Global Copper Miners Total Return Index before fees.

The copper price soared 42% last year and hit a new record above US$6 per pound earlier this month.

Copper is essential for electrification and is playing a huge role in the green energy transition.

WIRE holds 39 stocks and offers good geographical diversification.

Investments are 37% Canada, 11% US, 10% Australia, 10% Hong Kong, 7% Japan, 6% Poland, 5% Sweden, and the list goes on.

The ASX copper shares among WIRE’s investments include the ASX 200’s largest pure-play, Sandfire Resources Ltd (ASX: SFR), at 3.2%.

BHP Group Ltd (ASX: BHP), the world’s largest copper producer, makes up 4% of WIRE’s investments.

Capstone Copper Corp CDI (ASX: CSC) shares provide another 3%, and Develop Global Ltd (ASX: DVP) makes up 0.36%.

WA1 Resources Ltd (ASX: WA1) shares are in there, too, at 0.2%.

Vaneck Global Defence ETF (ASX: DFND)

Over 2025, DFND ETF returned 57% and closed out the year at $36.74 apiece.

DFND ETF holds 36 shares and tracks the MarketVector Global Defence Industry (AUD) Index before fees.

The top holding is Thales SA (FRA: CSF), a French company that produces advanced defence electronics and cybersecurity systems.

There’s also RTX Corp (NYSE: RTX), a major US aerospace and missile systems manufacturer, and Leonardo SpA (FRA: FMNB), an Italian aerospace and defence company that builds helicopters.

DFND ETF also holds Hanwha Aerospace Co Ltd (KRX: 012450), a South Korean company that makes military aircraft engines, artillery systems, and satellites, and Saab AB (FRA: SDV1), a Swedish aerospace and defence company.

Plato Global Alpha Fund Complex ETF (ASX: PGA1)

Last year, PGA1 ETF returned 31% and finished the year at $36.74 apiece.

PGA1 aims to outperform the MSCI World Net Returns Unhedged Index by 4% per annum, after fees, over the medium to long term.

The ETF holds more than 250 shares.

Andrew Wielandt from DP Wealth Advisory holds this ASX ETF in his self-managed super fund (SMSF).

Wielandt has nearly 30 years of experience in the financial services industry.

Last November, he explained the appeal of this ASX ETF on The Bull:

The Plato Global Alpha Fund, established initially as a managed fund in September 2021, operates as a long/short exchange traded fund.

The fund is overweight in financials and defence and is underweight in materials and energy.

Contributors to its performance in the past 12 months include Nvidia Corp (NASDAQ: NVDA), Microsoft Corp (NASDAQ: MSFT), and Broadcom Inc (NASDAQ: AVGO).

The price of the ETF has been steadily rising since mid-April and I like the outlook.

PGA1 ETF began trading on the ASX in November 2024.

The post 3 ASX ETFs that returned 31% to 93% in 2025 appeared first on The Motley Fool Australia.

More reading

• Where to invest as global tensions rise? These ETFs might be worth a look
• Own DTEC or SEMI ETFs? Here’s why it’s a big day for you
• $10,000 invested in WIRE ETF a year ago is now worth…
• Which ASX defence ETF performed best in 2025?
• Global X announces dividends for DTEC, WIRE and other ASX ETFs

Motley Fool contributor Bronwyn Allen has positions in BHP Group, Global X Copper Miners ETF, and Vaneck Global Defence Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Microsoft, Nvidia, and RTX. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended BHP Group, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Evolution Mining Ltd (ASX: EVN) shares ended the day in the red on Tuesday afternoon. At the close of the ASX the shares had declined 0.15% to $13.51 a piece.

The decline has barely dented the huge run that the gold miner’s shares have had over the past year, though. For the year-to-date, Evolution Mining shares are already 6.55% higher. And they’re currently trading a huge 143.86% above this time last year.

What has pushed the stock higher so far in 2026?

The gold price rose 1% to over $4,720 per ounce on Tuesday, setting a new record high. The latest increase follows renewed US-EU trade tensions, which have strengthened demand for safe-haven assets, according to Trading Economics. 

Gold’s strong performance this year builds on exceptional gains in 2025, underpinned by tensions in Venezuela and Iran, as well as lingering concerns about the Fed’s independence.

Gold is now more than 6% higher than last month and more than 70% higher than just a year ago.

These impressive gains pushed Evolution Mining shares to an all-time high on Monday this week. Investors rotated their interest to precious metal miners to benefit from the gold price upside.

While this has benefited Evolution Mining recently, I think the window to buy has now passed.

Evolution Mining’s share price gains and financial performance over the past year have shown incredible growth. However, I’m concerned that the stock has run it course. I’m also wary that the ASX 200 gold miner is heavily reliant on higher-than-ever gold prices and any pullback could send the shares tumbling.

What do the analysts think?

It looks like many analysts agree that the ASX 200 gold miner’s share price may have run its course. After an explosive rally in 2025, which has continued into 2026, analysts think the stock is now beyond fair value.

TradingView data shows that 8 out of 19 analysts have a sell or strong sell rating. Another 8 have a hold rating on the miner’s shares.

The average target price is $11.52, which at the time of writing, implies a potential 14.59% downside over the next 12 months. But some analysts think the price plummet could be even bigger. The minimum price target is $7.10 which implies a huge 47.45% downside at the time of writing. 

The team at Goldman Sachs reiterated its sell rating on Evolution Mining shares just last week. The broker raised its share price target from $9.95 to $12.40 but this still implies a potential 8.21% downside ahead, at the time of writing. 

The post Prediction: Evolution Mining shares will halve in value in 2026 appeared first on The Motley Fool Australia.

More reading

• Want to buy gold in 2026? Here are 3 ways to do it
• 2 ASX 200 gold shares to buy and 1 to sell: experts
• 5 things to watch on the ASX 200 on Tuesday
• Gold, silver hit new highs as US punishes Europe with tariffs over Greenland stance
• Resolute Mining shares have surged 217% in a year. Can the momentum last?

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goldman Sachs Group. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australian investors ploughed a net $53 billion of new money into ASX exchange-traded funds (ETFs) last year.

That was a 75% increase on net inflows in 2024, according to Betashares data.

There is now $331 billion invested across 423 ETFs on the market.

There was a net increase of 56 ETFs launched on the ASX last year, with the three major issuers being Vanguard, Betashares, and iShares.

Aussies have fallen in love with ASX ETFs for their simplicity and low cost.

They provide great diversification, and are an easy vehicle for investing in international shares through the ASX.

The Australian Securities Exchange has just released the full-year performance data for ASX ETFs in 2025.

Here, we look at the six ETFs holding ASX shares that delivered the best total returns (that’s capital growth plus dividends) for investors.

6 top ASX ETFs for total returns in 2025

Two key themes are evident in the top six ETFs of 2025.

They are rising commodities and ASX mining shares, and turbocharged growth for small-cap companies.

The ASX 200 materials sector was the top performer of 2025 due to fast-rising mining shares buoyed by stronger commodity values.

S&P/ASX 200 Materials (ASX: XMJ) returned 36.21% in 2025 compared to 10.32% for the benchmark S&P/ASX 200 Index (ASX: XJO).

ASX small-cap shares also had a fantastic year due to interest rate cuts and staggering share price growth for junior gold miners.

The S&P/ASX Small Ords Index (ASX: XSO), which tracks companies ranked 101 to 300 by market cap, gave a total return of 24.96% last year compared to a 10.56% return for the S&P/ASX All Ords Index (ASX: XAO), which tracks the 500 largest companies on the market.

Let’s take a look at those ETFs.

1. VanEck Australian Resources ETF (ASX: MVR)

The No. 1 ETF for total returns was the VanEck Australian Resources ETF.

MVR ETF delivered a total one-year return of 40.53%. The historical distribution yield is 2.57%.

The ETF closed at $45.96 per unit on Tuesday.

2. Betashares Australian Small Companies Select ETF (ASX: SMLL)

The SMLL ETF delivered a total one-year return of 36.39%. The historical distribution yield is 2.26%.

SMLL ETF closed at $4.92 per unit yesterday.

3. SPDR S&P/ASX 200 Resources ETF (ASX: OZR)

The OZR ETF delivered a total one-year return of 35.73%. The historical distribution yield is 2.62%.

The OZR ETF closed at $16.05 per unit yesterday.

4. Betashares Australian Resources Sector ETF (ASX: QRE)

The QRE ETF delivered a total one-year return of 35.42%. The historical distribution yield is 2.36%.

QRE ETF closed at $9.20 per unit yesterday.

Learn more about this ETF here.

5. Firetrail Aust Small Companies Fund — Active ETF (ASX: FSML)

This active ETF delivered a total one-year return of 35.2%. The historical distribution yield is 0.22%.

FSML ETF closed at $2.37 per unit yesterday.

Vanguard MSCI Australian Small Companies Index ETF (ASX: VSO)

VSO ETF delivered a total one-year return of 25.11%. The historical distribution yield is 6.75%.

The VSO closed at $80.01 per unit on Tuesday.

The post 6 best-performing ASX ETFs holding Aussie shares in 2025 appeared first on The Motley Fool Australia.

More reading

• Own MNRS or ARMR ETFs? Here’s why it’s a big day for you
• Vanguard will pay ASX ETF dividends today
• 3 ASX ETFs that returned 32% to 64% in 2025
• Vanguard reveals next lot of dividends for VAS and other ASX ETFs
• ASX 200 materials sector dominates as scores of mining shares hit new highs

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Trying to beat the market is not about taking wild bets or chasing whatever is popular at the time.

More often, it comes down to backing ASX 200 shares that can grow earnings faster than the broader index and reinvest effectively over long periods.

If you have $5,000 to invest, concentrating it into a group of high-quality businesses can give you a better chance of outperforming than spreading it too thinly.

With that in mind, here are three ASX 200 shares I would consider if I were trying to beat the market over the long term.

Goodman Group (ASX: GMG)

The first ASX 200 share that could be a market-beater is Goodman Group.

Rather than relying on consumer demand, Goodman sits behind global trade, logistics, and digital infrastructure. Its portfolio of industrial properties and development sites is increasingly geared toward high-demand areas such as data centres and modern logistics facilities.

What sets Goodman apart is its development capability and capital recycling model. By developing, partnering, and reinvesting at scale, the company has been able to grow earnings and funds under management consistently over time. For long-term investors, Goodman provides exposure to structural trends that extend well beyond the Australian economy.

REA Group Ltd (ASX: REA)

Another ASX 200 share that I think could outperform is REA Group. It is a textbook example of how digital platforms can outperform the market over time.

Its property marketplaces sit at the centre of Australia’s real estate ecosystem, benefiting from powerful network effects that are difficult for competitors to replicate. As agents and consumers continue to rely on its platforms, the realestate.com.au owner is able to layer on new products and pricing initiatives without needing property volumes to surge.

This combination of dominance and scalability gives REA the potential to compound earnings faster than the broader ASX 200.

WiseTech Global Ltd (ASX: WTC)

Finally, WiseTech Global adds a higher-growth, technology-driven element to the portfolio.

The ASX 200 share’s software platform is deeply embedded in global freight forwarding and logistics operations. As supply chains become more complex and data-driven, WiseTech’s solutions become increasingly critical to customers, supporting strong retention and recurring revenue.

While its share price can be and has been volatile, WiseTech’s long-term opportunity lies in continued global expansion and deeper penetration of its existing customer base. That growth profile gives it the potential to outperform the market over time for investors willing to look beyond short-term fluctuations.

The post Where to invest $5,000 in ASX 200 shares to try and beat the market appeared first on The Motley Fool Australia.

More reading

• 5 of the best ASX growth shares to buy and hold
• The 3 best undervalued ASX shares I’d pick up in January
• Top brokers name 3 ASX shares to buy next week
• No savings at 50? Here’s how I’d use Warren Buffett’s playbook to build wealth and retire comfortably
• 2 beaten-down ASX shares to consider before they recover

Motley Fool contributor James Mickleboro has positions in Goodman Group, REA Group, and WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool Australia has recommended Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

These S&P/ASX 200 Index (ASX: XJO) shares have fallen to record lows. Ebos Group Ltd (ASX: EBO) and Premier Investments Ltd (ASX: PMV) have lost 38% and 36% respectively in value in the past 6 months.

Ebos Group has been hit by weak earnings and lost contracts, while Premier Investments has suffered from soft consumer spending and patchy retail conditions.

After multi-year lows, are both ASX 200 shares now in turnaround mode?

Ebos Group Ltd (ASX: EBO)

The ASX 200 share is a major supplier of healthcare, pharmaceutical and animal care products across Australia and New Zealand. The Ebos Group sits deep in the healthcare supply chain, servicing hospitals, pharmacies, aged-care facilities and veterinary clinics. The TerryWhite Chemmart chain is probably the most recognisable Ebos businesses.

The healthcare division has traditionally provided stability, but recent years have exposed vulnerabilities. Margin pressure in pharmacy distribution and the loss of a major customer have weighed heavily on earnings and sentiment of the ASX 200 share.

Still, Ebos retains important strengths. Its operations are diversified, and demand for healthcare products is structurally supported by ageing populations. The company is also investing heavily in new distribution infrastructure.

These upgrades are hurting short-term cash flow but are designed to improve efficiency and margins over time. The next couple of years are likely to be transitional. A serious recovery depends heavily on successful execution and a stabilisation in competitive pressures.

Brokers are cautiously optimistic that the board of the ASX 200 healthcare stock can turn things around. Most market-watchers rate Ebos a buy or even a strong buy.

The average 12-months price target is $29.53, almost 32% higher than the company’s record low of $22.28 at the start of the week.

Premier Investments Ltd (ASX: PMV)

Premier Investments faces a very different challenge. The retail company owns well-known retail brands such as Peter Alexander, Smiggle and Just Jeans, making it far more exposed to discretionary spending.

With households cutting back, sales growth has slowed and earnings expectations have been revised lower. Smiggle, once a standout performer, has been a particular drag on results of this ASX 200 share.

Despite this, Premier is far from broken. The ASX 200 share has a strong balance sheet, valuable brands and the financial flexibility to return capital to shareholders. Peter Alexander continues to perform relatively well.

Management has also shown a willingness to support the share price through buybacks. A recovery, however, will likely depend on an improvement in consumer confidence and a turnaround in underperforming divisions.

Analysts are not all doom and gloom, despite the share exploring new depths at $13.05 this week.

The target price for the ASX 200 share ranges between $14 and $28.96, pointing to an upside between 6% and a whopping 119%. However, the average 12-month target price is $19.43, implying a potential gain of 47%.

The post Can these 2 ASX 200 shares rebound after reaching record lows? appeared first on The Motley Fool Australia.

More reading

• 1 ASX dividend stock down 41% I’d buy right now
• Brokers name 3 ASX shares to buy today
• 5 things to watch on the ASX 200 on Thursday
• Why this beaten down ASX 200 stock could rise 50%
• Bargain hunting – these ASX shares are trading near 52-week lows

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX All Ords Index (ASX: XAO) shares lifted 7.11% and produced total returns, including dividends, of 10.56% last year.

The ASX All Ords outperformed the benchmark S&P/ASX 200 Index (ASX: XJO), which rose 6.8% and returned 10.32%.

As always, there were outliers.

These 2 ASX All Ords shares more than tripled in value last year.

Can their amazing ascension continue?

We defer to the experts.

Will these 2 ASX All Ords shares streak even higher?

Predictive Discovery Ltd (ASX: PDI)

This ASX All Ords gold mining share soared 220% last year to close at 74 cents apiece on 31 December.

Yesterday, the Predictive Discovery share price closed at 82 cents, up 0.6%.

Predictive Discovery is developing gold deposits within Guinea’s Siguiri Basin.

The company’s flagship asset is the Bankan Gold Project, which has a mineral resource estimate of 5.53Moz.

The explorer completed the Definitive Feasibility Study (DFS) in June.

The Guinea Government has approved the environmental Impact assessment, and the exploitation permit application is in the final stages.

Predictive Discovery is also in the process of acquiring Robex Resources CDI (ASX: RBR).

The company announced final court approval last week.

So far in the new year, Ord Minnett is the only broker to issue a new note on Predictive Discovery shares.

The broker downgraded its rating to a hold but lifted its 12-month price target from 50 cents per share to 74 cents per share.

The increased target price is still 10% below where the ASX All Ords share is trading today.

This means Ord Minnett considers the gold explorer overvalued by the market for now.

DroneShield Ltd (ASX: DRO)

This ASX All Ords industrial share leapt 300% to close at $3.08 apiece on 31 December.

Droneshield is benefitting from a huge increase in global defence spending amid greater geopolitical turmoil.

On Tuesday, the Droneshield share price closed at $4.74, up 4.2%.

Last week, Droneshield announced it had been selected for Australia’s Project LAND 156 C-sUAS Services Standing Offer Panel.

This will allow the defence department to procure DroneShield’s counterdrone services through selective and limited tender.

Droneshield CEO, Oleg Vornik, said:

We welcome the opportunity to support Defence through this Panel arrangement and stand ready to deliver battle-proven, software-defined C-sUAS solutions.

TradingView data shows two analysts have a consensus strong buy rating on Droneshield shares.

While their maximum target is $5, implying a potential 5.5% upside in 2026, their minimum target is $4.40, which suggests a possible fall.

After such strong growth in 2025, it’s worth noting that there is a large short position on Droneshield shares today.

The post These 2 ASX All Ords shares tripled in value last year. Can they keep going? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Should you buy DroneShield, Westpac, and BHP shares?
• Why Bellevue Gold, DroneShield, Hub24, and Telix shares are storming higher today
• These are the 10 most shorted ASX shares
• 4 ASX 300 shares that ripped 100% or more in 2025

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) has been a solid long-term performer, and if it delivers something like a 9% return in 2026, that would be a very respectable outcome for investors.

But when I look beyond Australia, I see parts of the global market that I think have a genuine chance to do much better than that.

One exchange traded fund (ETF) from Vanguard in particular stands out to me as having the right mix of growth potential, diversification, and valuation support to meaningfully outperform the ASX 200 this year.

That ETF is the Vanguard MSCI International Small Companies Index ETF (ASX: VISM).

Why I think international small caps could shine in 2026

VISM ETF provides exposure to more than 3,600 small cap stocks across developed markets outside Australia. These are businesses listed in countries like the United States, Japan, the United Kingdom, and Canada.

Small-cap shares tend to be more volatile than large caps, but that volatility is often the price investors pay for higher long-term growth. Smaller companies are typically earlier in their expansion cycle, which gives them more scope to grow earnings faster than established blue chips.

What I find compelling in 2026 is that many international small caps are coming from a relatively subdued period of performance. In contrast, large-cap indices have already enjoyed strong runs in recent years. That sets up a potential environment where leadership broadens beyond the biggest names.

Valuation and growth look well balanced

One of the reasons I am comfortable making a bullish call on the VISM ETF is that its underlying valuation does not look stretched.

According to Vanguard, the ETF is trading on a price-to-earnings ratio of around 17.9 times, which I think is reasonable given its forecast earnings growth rate of roughly 12.5%. Return on equity sits at about 9.3%, and while the dividend yield is modest at 1.85%, this fund is clearly designed for growth rather than income.

In other words, investors are not paying extreme multiples for speculative growth. They are getting exposure to thousands of profitable businesses with genuine earnings momentum.

Diversification the ASX simply cannot match

Another reason I believe the Vanguard MSCI International Small Companies Index ETF could outperform the ASX 200 is diversification.

The Australian share market is heavily skewed toward banks, miners, and a handful of large industrials. By contrast, this Vanguard ETF spreads its exposure across thousands of companies, multiple sectors, and more than 20 developed economies.

The United States makes up about 63% of the portfolio, followed by Japan at 13%, with meaningful exposure to Europe and Canada as well. Sector exposure is broad, with holdings spanning technology, healthcare, industrials, consumer businesses, and energy.

No single stock dominates the portfolio. The largest holding, SanDisk Corp (NASDAQ: SNDK), represents well under half a percent of net assets. That structure reduces company-specific risk while still allowing investors to benefit from overall small-cap growth.

Why I think this Vanguard ETF can beat the ASX 200 index

If the ASX 200 delivers a 9% return in 2026, I think the VISM ETF has a realistic chance to exceed that by a meaningful margin.

Faster earnings growth, broader diversification, reasonable valuations, and exposure to international economic expansion all work in its favour. It will not outperform every year, and there will be volatility along the way. But on a forward-looking basis, the setup looks attractive to me.

For investors willing to accept higher short-term swings in pursuit of stronger long-term returns, I think Vanguard MSCI International Small Companies Index ETF is well placed to outperform.

The post Prediction: This unstoppable Vanguard ETF will crush the ASX 200 in 2026 appeared first on The Motley Fool Australia.

More reading

• Why the small-cap renaissance is only just beginning: Expert
• Vanguard will pay ASX ETF dividends today
• Vanguard reveals next lot of dividends for VAS and other ASX ETFs

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.