
Many investors use ASX ETFs to track indexes like the S&P/ASX 200 Index (ASX: XJO) or the S&P 500 Index (SP: .INX).
However as more and more funds become available, investors are able to tap into thematic funds.
These funds can follow niche markets that are linked to industries projected for growth.
Now, there are plenty of funds that track artificial intelligence. This sector has grown rapidly in recent years and subsequently more and more investors may be looking to add exposure to their portfolios.
Lets look at how three funds that focus on this theme have performed this year.
This fund offers exposure to companies that potentially stand to benefit from the further development and utilisation of artificial intelligence (AI) technology in their products and services.
It has been listed on the ASX for just over a year, but has climbed almost 30% in that time, including more than 8% YTD.
It has 88 holdings at the time of writing, with 70% of those being from the United States.
Ultimately, this fund is about pure-play AI and big data exposure.
It focuses on companies directly involved in:
According to the fund, the Artificial Intelligence market is projected to have an annual growth rate (CAGR 2024-2030) of 15.83%, resulting in a market volume of US$738.80bn by 2030.
This fund is suited to investors looking to gain exposure to this growing industry.
The Global X ROBO Global Robotics & Automation ETF seeks to invest in companies that potentially stand to benefit from increased adoption and utilisation of robotics and artificial intelligence.
While this fund also offers exposure to AI, it offers a broader technology play than GXAI. It also has a more balanced geographical profile, while still having its largest exposure to US companies (43.9%).
These companies are largely engaged in robotics, industrial automation, healthcare tech, and some AI. It also targets hardware and systems involved in automation.
It has already risen more than 7% in 2025 and roughly 20% in the last year.
As the name suggests, this fund is focussed on the Australian market rather than global.
It provides exposure to 42 leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.
It doesn't have a specific AI thematic focus. However several of its holdings are integrating AI into their products and services, providing indirect exposure.
It has risen an impressive 10.92% YTD.
The post Which AI focussed ASX ETF has performed the best this year? appeared first on The Motley Fool Australia.
Motley Fool contributor Aaron Bell 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.
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