Investing through ASX Listed ETFs to Gain Exposure in AI

Artificial intelligence has moved from theory to reality and instead of attempting to pick individual winners, investors should gain sector wide exposure through the following three ASX listed ETFs.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ) will provide a direct way to access artificial intelligence exposure on the ASX as it is focused on the infrastructure that supports AI, automation and robotics at a global level.

The ETF is focused on companies that build the core technologies behind large scale AI use such as semiconductors, industrial automation, robotics, and intelligent systems.

The ETF follows the Indxx Global Robotics & Artificial Intelligence Thematic Index and holds 49 global companies across sectors and regions which provides broad exposure to a long-term structural trend.

Major holdings include NVIDIA which supplies critical chips for AI data centres, Intuitive Surgical which leads robotic assisted medical procedures, and Keyence which dominates industrial sensors and factory automation.

RBTZ has a management fee of 0.47% per annum with additional expenses capped at 0.10% per annum which makes it a cost-effective way to access a complex global theme through one ASX listed ETF.

Global X Artificial Intelligence ETF (ASX: GXAI)

Global X Artificial Intelligence ETF (ASX: GXAI) is involved with companies linked to AI development, AI services, and the hardware that supports large scale data processing.

The ETF follows the Indxx Artificial Intelligence and Big Data Index which includes leading AI software firms along with key semiconductor and infrastructure providers across developed markets.

GXAI uses an unconstrained approach across sectors and regions which reflects how AI progress spreads across semiconductors, cloud software, automation, data platforms, and newer areas such as quantum computing.

As at 31 December 2025, semiconductors and semiconductor equipment accounted for about 25% of the portfolio while software made up close to 22%.

The fund holds 86 companies and GXAI charges a management fee and costs of 0.57% per annum.
Top holdings include Alphabet, Samsung Electronics, Advanced Micro Devices, and Taiwan Semiconductor Manufacturing Company which gives broad exposure across AI compute, platforms, and data infrastructure.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

Betashares Asia Technology Tigers ETF (ASX: ASIA) is focused on leading technology companies across Asia, a region that plays a central role in artificial intelligence development and adoption across chips, cloud systems, and digital platforms.

The ETF tracks the Solactive Asia ex Japan Technology and Internet Tigers Index which consists of the 50 largest technology and online retail businesses in Asia.

Asia sits at the core of the global AI supply chain, especially in advanced chip fabrication, memory production, and hardware that support AI data centres and edge computing use cases.

Major holdings include Taiwan Semiconductor Manufacturing Company which produces high end chips used widely in global AI workloads, along with Baidu which has strong exposure to AI based search, cloud services, and autonomous systems in China.

Other key exposures such as Samsung Electronics, SK Hynix, Tencent, and Alibaba provide access to memory chips, cloud platforms, digital payments, and AI driven consumer services.

The fund charges a management fee of 0.57% per annum with estimated additional costs of about 0.10% which provides cost efficient exposure to a region that is underrepresented in many Australian equity portfolios.

(Source: Company Reports)