Betashares says these ASX exchange-traded funds (ETFs) are tracking multi-billion-dollar global growth themes.
Let's check them out.
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1. Nasdaq 100 ETF (ASX: NDQ)
This ASX ETF is 7.2% higher over the 2025 calendar year. The NDQ ETF closed at $54.20, up 1.1%, on Thursday.
In an article, Betashares says this ETF is a great way to invest in the rise of artificial intelligence.
McKinsey & Company research suggests 92% of companies are planning to increase their AI investments over the next three years.
The NDQ ETF is invested in 100 of the largest companies listed on the NASDAQ, tracking the NASDAQ-100 Index (NASDAQ: NDX).
Currently, the top holdings are Nvidia, Microsoft, Apple, and Amazon.
Top sector allocations are information technology (54%), communications (15%), consumer discretionary (13%), and consumer staples (5%).
The geographic allocation is 100% US.
The ASX ETF usually pays distributions, or dividends, twice per year in January and July.
The management fee is 0.38% per annum with an expenses ratio of 0.1%.
Since its inception in May 2015, this ASX ETF has delivered an average annual return (including dividends) of 20%.
2. Video Games and Esports ETF (ASX: GAME)
This ASX ETF is 45% higher over the 2025 calendar year. GAME ETF closed at $20.96, up 0.2%, on Thursday.
Statista data shows there are 2.7 billion gamers across the world today. The GAME ETF seeks to capitalise on this current craze.
The GAME ETF is invested in 40 shares and tracks the Nasdaq CTA Global Video Games & Esports Index.
Currently, the top holdings are NetEase, Roblox Corp, and Tencent.
Top industry allocations are interactive home entertainment (71%), application software (15%), and interactive media and services (8%).
Geographic exposure entails US 40%, Japan 31%, China 19%, and South Korea 6%.
The GAME ETF distributes income once per year.
The management fee is 0.57% per annum.
Since its inception in February 2022, this ASX ETF has delivered an average annual return of 16%.
3. Global Cybersecurity ETF (ASX: HACK)
This ASX ETF is 7.7% higher over the 2025 calendar year. HACK ETF closed at $15.13, up 1%, yesterday.
The HACK ETF seeks to capitalise on skyrocketing global demand for cybersecurity services.
Cybersecurity is enormously important to counter increasingly sophisticated scamming and cyber hacks.
And don't we know it here in Australia.
According to the ABC, more than 25 million Australians had their data stolen in just three cyber attacks on Qantas Airways Ltd (ASX: QAN), Optus, and Medibank Private Ltd (ASX: MPL).
HACK provides exposure to 32 shares and tracks the Nasdaq Consumer Technology Association Cybersecurity Index.
Currently, the top holdings are Broadcom, Cisco Systems, and Palo Alto Networks.
Top allocations are systems software companies (44%), communications equipment (13%), and internet services and infrastructure (11%).
The geographic exposure is 81% US, 7% India, 3.5% Israel, and 3% France.
The ASX ETF pays distributions twice per year in January and July.
The management fee is 0.57% per annum and there is a 0.1% expenses ratio.
Since its inception in August 2016, the HACK ETF has delivered an average annual return of 18%.
