Betashares ETFs have become some of the most popular building blocks for Australian investors, but popularity does not automatically make an ETF a buy.

As September begins, three of the provider’s biggest funds offer very different propositions — from cheap Australian exposure to high-growth US technology and an all-in-one global portfolio.

A200: The boring ETF that keeps delivering

The BetaShares Australia 200 ETF (ASX: A200) may not be the most exciting ETF on the market, but that is precisely its appeal. The fund returned 1% over the past 12 months, 5% year-to-date and 19% over five years. It gives investors broad exposure to Australia’s biggest companies like BHP Group Ltd (ASX: BHP) and Commonwealth Bank of Australia (ASX: CBA).

A200’s standout strength is its rock-bottom 0.04% management fee, while its Funds Under Management (FUM) has climbed to around $11 billion. Its largest holdings include BHP and Commonwealth Bank, highlighting both the strength and weakness of the strategy.

For investors wanting a low-cost Australian core holding, A200 is hard to ignore. The problem is concentration. Australian equities are dominated by financials and resources, meaning investors are hardly getting a perfectly balanced slice of the economy. There is also no international exposure.

Still, after a relatively modest 12-month return, this Betashares ETF arguably looks more like a dependable long-term compounder than a momentum trade.

NDQ: The growth bet that has already run hard

If A200 is the steady option, BetaShares Nasdaq 100 ETF (ASX: NDQ) is the adrenaline shot.

NDQ has gained 6% YTD, 11% over one year and an impressive 75% over five years. Its portfolio is packed with global technology and growth giants. Nvidia Corp (NASDAQ: NVDA) and Apple Inc (NASDAQ: AAPL) are among its biggest holdings.

That exposure has been a major strength as artificial intelligence and technology spending have surged. But it is also the fund’s biggest vulnerability. Investors are paying a 0.48% management fee for a portfolio heavily tilted towards US mega-cap growth stocks.

After such a powerful five-year run, the provocative question for September is whether investors are buying tomorrow’s growth or yesterday’s winners.

DHHF: The one ETF to rule them all?

The BetaShares Diversified All Growth ETF (ASX: DHHF) takes a completely different approach. It returned 4.5% YTD, 6% over one year and 38% over five years. This Betashares ETF offers exposure to thousands of companies across Australian, developed and emerging markets.

Its biggest underlying exposures include A200 and BGBL, giving investors a combination of Australian and global equities in one package.

The attraction is simplicity. With around $1.6 billion in FUM and a 0.19% management fee, DHHF gives investors a diversified 100%-growth portfolio without having to assemble one themselves.

Its weakness is equally straightforward: investors surrender some control over exactly where their money goes. And because DHHF is entirely growth assets, it can still take a serious hit when global sharemarkets turn south.

For September, DHHF may be the least exciting choice, but for investors seeking simplicity and diversification, that could be exactly the point.

The post Are these 3 top Betashares ETFs a buy in September? appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, BetaShares Nasdaq 100 ETF, and Nvidia. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Apple, BHP Group, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) is up around 1% since this time last year, with plenty of help from this surging ASX All Ords stock.

The outperforming company in question is Shape Australia Corporation Ltd (ASX: SHA).

In Monday afternoon trade, shares in the Australian fitout and construction services specialist were trading for $7.19 apiece. That sees the Shape share price up an impressive 74.9% in 12 months.

Atop those strong capital gains, the ASX All Ords stock also paid (or shortly will pay) two fully franked dividends, totalling 32 cents a share, over this period. At the recent share price, this sees Shape shares trading on a fully franked 4.5% trailing dividend yield. That equates to a grossed-up yield of 6.4%, once we add in the benefits of those franking credits.

It’s a bit late to grab the final FY 2026 Shape dividend, with the stock having traded ex-dividend on Friday, 28 August.

But I wouldn’t be concerned about the upcoming passive income payment, with the analysts at Ord Minnett forecasting Shape shares to deliver more outsized gains.

What’s been happening with Shape shares?

Shape reported its full year FY 2026 results on 19 August.

Highlights included a 29.6% year-on-year increase in revenue to $1.24 billion, marking the first year the ASX All Ords stock achieved more than $1 billion in annual revenue.

Earnings grew strongly as well, with earnings before interest, taxes, depreciation and amortisation (EBITDA) up 53% to $50 million.

And on the bottom line, Shape reported net profit after tax (NPAT) of $32 million, up 50.2% from FY 2025.

Over the 12 months, Shape also completed two strategic acquisitions, Arden and Australian Professional Shopfitters (APS).

Should I buy the ASX All Ords stock today?

Ord Minnett noted that Shape’s revenue exceeded the top range of guidance of $1.225 billion.

The broker added:

Notably, a gross margin of 9.8% (9.5% ex. interest revenue) looks to be a sustainable level going forward given that Arden’s contribution in the 2H offset the slight pullback in modular revenue, which was to be expected.

This gross margin profile in FY27 will be supported by an additional half of Arden operations as well as a full year of APS earnings. In addition, the modular business has room to grow with a sizable cut of the 23% education contribution to the $628.4m orderbook allocated to modular work. SHAPE continues to execute strongly on its strategy

Ord Minett also believes management is being conservative with its FY 2027 earnings outlook.

“Outlook for FY27 earnings looks to be somewhat conservative, but gives SHAPE a strong chance of exceeding expectations given its strong track record of performance,” the broker noted.

Connecting the dots, Ord Minett maintained its buy recommendation on the ASX All Ords stock with a slightly lowered price target of $8.55 a share (down from $8.85).

That represents a potential upside of around 19% from the recent Shape share price.

The post Up 75%! Why this rocketing ASX All Ords stock is forecast to deliver more outsized gains appeared first on The Motley Fool Australia.

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• SHAPE Australia: Record profit, revenue, and dividends in FY26

Motley Fool contributor Bernd Struben 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 Shape Australia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

BHP Group Ltd (ASX: BHP) shares have enjoyed another powerful month, climbing to a record high of $68.77 last week.

Although the mining giant has slipped 3.5% over the past five trading days, it remains up 10% in August, taking its year-to-date gain to 45% and its 12-month return to 54%.

With BHP now knocking on the door of $70, the question is whether another record is around the corner or whether the rally is running out of steam.

What happened in August?

BHP shares began trending higher in early August as investors became increasingly bullish about copper prices.

The rally accelerated after BHP delivered its FY26 results on 18 August, with the miner reporting a record underlying EBITDA result and a 27% increase in earnings.

The strong operational performance across its key businesses gave investors another reason to pile into the stock.

It is not difficult to understand the enthusiasm. BHP generated underlying EBITDA of around US$33 billion in FY26, supported by stronger commodity prices and record iron ore production in Western Australia.

But copper is increasingly becoming the star of the show. Copper contributed more than half of BHP’s underlying EBITDA for the first time, while production reached around 2 million tonnes for a second consecutive year.

The company is targeting approximately 40% growth in copper production by FY35 through projects across Australia, Chile and Argentina, potentially giving shareholders significant exposure to the metal’s long-term demand outlook.

Meanwhile, net debt fell below US$9 billion and BHP declared a final dividend of 99 US cents per share.

Can BHP shares break $70?

The market isn’t universally convinced that the rally can continue.

TradingView data shows 14 of 24 analysts have a hold rating on BHP shares. Six rate the stock a strong buy, while four have a sell or strong-sell recommendation.

More importantly, the average analyst price target of $60.52 sits below the current share price, implying roughly 9% downside over the next 12 months.

But that average masks an extraordinary disagreement among analysts.

The lowest target is just $34.77, implying a potential 35% plunge. At the other end of the spectrum, the highest target is $67.11, a fraction higher than the current share price.

What do the major brokers expect?

Morgan Stanley is relatively bullish, with a buy rating and $67.50 target, although that target is already below BHP’s latest record.

Berenberg has a hold rating and $64.22 target, while UBS is targeting $59.

JPMorgan has a $56.66 target, Morgans is considerably more bearish with a sell rating and $55.30 target, and Deutsche Bank has a $51 target.

So, can BHP break $70?

The fundamentals remain compelling, particularly the growing contribution from copper. But with shares already up 45% in 2026, investors may need another surge in commodity prices or stronger-than-expected earnings growth to push BHP decisively into record territory.

The post After another big month, can BHP shares break through $70? appeared first on The Motley Fool Australia.

More reading

• BHP shares are pulling back from their record high. Is it time to sell?
• Chasing dividends? 11 ASX shares in top-paying sectors going ex-dividend this week
• Up 56%! 3 reasons to still buy BHP shares today
• Buy, hold, sell: Rio Tinto, PLS Group, BHP shares
• Experts name 2 ASX 200 blue chip shares to buy this week

Motley Fool contributor Marc Van Dinther has positions in BHP Group. 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.