If you are looking for growth opportunities in 2026, it may pay to think beyond traditional sectors.
Some of the most powerful tailwinds today are coming from areas like defence technology and digital entertainment. These are industries evolving rapidly and attracting increasing global investment.
With that in mind, here are two ASX exchange traded funds (ETFs) that could be well positioned to benefit.
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Global X Defence Tech ETF (ASX: DTEC)
The first ASX ETF that could be worth considering is the Global X Defence Tech ETF.
Defence is no longer just about tanks and aircraft. It is increasingly about technology.
This fund focuses on companies operating at the cutting edge of defence innovation, including artificial intelligence, drones, and cybersecurity. These technologies are becoming central to modern military capabilities.
Importantly, this is not a short-term theme. Global defence spending has grown steadily over decades and continues to rise as geopolitical tensions increase and nations prioritise national security.
The ETF includes major global players such as Lockheed Martin (NYSE: LMT), RTX Corporation (NYSE: RTX), General Dynamics (NYSE: GD), Rheinmetall (ETR: RHM), and Palantir (NASDAQ: PLTR).
It also has exposure to local names like DroneShield Ltd (ASX: DRO) and Electro Optic Systems Holdings Ltd (ASX: EOS). This means it gives investors a mix of international and Australian opportunities.
Overall, what makes the Global X Defence Tech ETF stand out is its focus on the future of defence. Rather than broad exposure, it specifically targets companies benefiting from the shift toward tech-driven security solutions.
This fund was recently recommended by analysts at Global X.
VanEck Video Gaming and Esports ETF (ASX: ESPO)
Another ASX ETF that could offer strong growth potential is the VanEck Video Gaming and Esports ETF.
Gaming is no longer a niche industry. It is a global entertainment powerhouse that continues to expand as technology improves and audiences grow.
This fund provides investors with exposure to a diversified portfolio of companies involved in video game development, esports, and related hardware and software.
Its holdings include Tencent Holdings (SEHK: 700), NetEase (NASDAQ: NTES), Electronic Arts (NASDAQ: EA), Nintendo, and Roblox Corporation (NYSE: RBLX).
It also includes Australia's own Aristocrat Leisure Ltd (ASX: ALL), adding a local angle to the portfolio.
As gaming continues to evolve into a mainstream form of entertainment and a competitive global sport, the companies in this space could benefit from long-term demand.
This fund was recently recommended by analysts at VanEck.
