2 ASX ETFs I'd buy amid the AI sell-off

These funds look like great buys today.

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There are a few ASX-listed exchange-traded funds (ETFs) that look like particularly good buys right now, in my view.

Changes in share prices (and currency exchange rates) can quickly make an investment look cheaper.

This week, we've seen a decline of around 10% in just one day for both ServiceNow and Microsoft. These businesses are still the same companies that they were at the start of the week, yet the market has decided their future prospects are now worth significantly less.

In the last few months, we've seen the share prices of a number of tech-related businesses decline. ASX ETFs that are exposed to this sector could be smart buys at the current level after recent falls, so let's get into those ideas.

Global X Fang+ ETF (ASX: FANG)

This fund is one of the clearest ways to invest in the large US tech stocks. It owns 10 names in the portfolio and aims to ensure they are equal-weighted at around 10% each.

The 10 businesses it owns include AlphabetNvidiaAmazonMeta PlatformsBroadcom, Microsoft, CrowdStrikeAppleNetflix, and Palantir.

These are some of the world's strongest businesses with leading positions in one, or more, product/service.

When I think of which businesses are going to directly or indirectly be involved in changes to how we live life, the above names would be some of the most likely players. This portfolio represents areas such as AI, cloud computing, cybersecurity, online video, chips, smartphones, social media, and so on.

At 28 January 2026, the ASX ETF could point to an average return per year of more than 20% over the prior five years. However, it's also true to say that the FANG ETF unit price has declined by 17% since the end of October 2025. That's a big decline.

It's not common for some of the strongest global businesses to drop by more than 10%, so the buy-the-dip opportunity could be too good to miss.

I don't know which stock(s) will end up winning the AI race, but I think the FANG ETF is a particularly attractive way to invest in this theme.

Betashares Nasdaq 100 ETF (ASX: NDQ)

If investors are looking for broader exposure to the US tech sector than just 10 names, then this could be the right way to do it. Instead of 10 positions, the NDQ ETF has 100 holdings.

These businesses are the 100 largest non-financial companies on the NASDAQ, including the biggest US tech companies I mentioned with the FANG ETF. Other holdings in the portfolio include Walmart, Costco, Intuitive Surgical, Shopify, Applovin, and many more.

I like the diversification that the NDQ ETF provides for investors because of the variety of sectors it's invested in. In terms of returns, over the past five years, it has returned an average of 18%. This was a very powerful level of return, but came with more diversification.

Since the end of October 2025, the NDQ ETF unit price has dropped more than 7%, making it noticeably better value today. This could be a good time to invest while the underlying businesses continue to post rising earnings.

Motley Fool contributor Tristan Harrison 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 Alphabet, Amazon, Apple, BetaShares Nasdaq 100 ETF, Costco Wholesale, CrowdStrike, Intuitive Surgical, Meta Platforms, Microsoft, Netflix, Nvidia, Palantir Technologies, ServiceNow, and Shopify. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Broadcom. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, CrowdStrike, Meta Platforms, Microsoft, Netflix, Nvidia, ServiceNow, and Shopify. 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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