3 niche ASX ETFs you didn't know existed

These funds all have a specific focus.

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Key points

  • There are niche ASX ETFs that offer exposure to specific sectors, making them attractive options for thematic investors.
  • The Betashares Nasdaq Next Gen 100 ETF targets innovative companies poised for growth; the BetaShares Electric Vehicles and Future Mobility ETF focuses on leading automotive technology firms; and the BetaShares Cloud Computing ETF includes major players in global cloud services.
  • Each ETF offers unique opportunities for investors, demonstrated by recent performance gains, with potential for continued success in their respective sectors.

There are roughly 2000 companies listed on the ASX as well as 390 ETFs. 

Now, on one hand, that's great for investors as there is almost certainly something for everyone. 

However on the flip side, it's simply impossible to stay across every single company. 

Exchange traded funds (ETFs) can be a great answer for this, as you can capture a market or sector with just one trade. 

Increasingly, new ASX ETFs are becoming available with more niche focuses. 

This is referred to as thematic investing.

With that in mind, here are three examples of niche ASX ETFs you might not have considered. 

Betashares Nasdaq Next Gen 100 Etf (ASX: JNDQ)

The NASDAQ-100 Index (NASDAQ: NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange.

Generally, this index is referred to as the companies that represent the new economy. 

This ASX ETF from Betashares aims to target the 100 largest Nasdaq-listed non-financial companies by market capitalisation outside of the Nasdaq-100 Index. 

Ultimately, it provides exposure to a collection of innovative companies with the potential to become tomorrow's leaders in sectors including technology, healthcare and industrials.

Examples of leading companies that graduated from the Nasdaq Next Generation 100 Index to the Nasdaq-100 include Tesla, Netflix. 

According to Betashares, many of the companies in JNDQ's Index are at a relatively early stage of their development. JNDQ provides exposure with meaningful weightings to companies having potential for significant growth.

This fund could be ideal for investors who want to target the next generation of blue-chip US stocks.

Additionally, it rose almost 9% last year. 

BetaShares Electric Vehicles and Future Mobility ETF (ASX: DRIV)

First available in late 2021, this fund provides exposure to up to 50 of the world's leading automotive technology companies. 

These are companies at the forefront of innovation in automotive technology. 

Within the fund, it has its largest exposure to:

  • Automobile Manufacturers (32.1%)
  • Construction & Transport Machinery (22.4%)
  • Automotive Parts & Equipment (16.1%)
  • Semiconductors (14.8%)

Furthermore, this was a winning formula in 2025, with the fund rising by almost 18%. 

BetaShares Cloud Computing ETF (ASX: CLDD)

As the name suggests, this fund provides exposure to leading companies in the global cloud computing industry, and it has been available on the ASX since 2021.

It is currently made up of 37 holdings, with approximately 87% of the fund being US based companies.

These companies are involved in the delivery of computing services, servers, storage, databases, networking, software, analytics and other services on the internet. 

Finally, it is worth noting this fund has faced considerable volatility since first listing.

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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