ETFs with a similar mix to HGEN (Global X Hydrogen ETF)

The ASX ETFs closest to HGEN: by industry mix, PAVE (25% of the portfolio would have to move to match HGEN); by country mix, SMHG (41% of the portfolio would have to move to match HGEN). Figures as shown on 2026-10-10, from each fund's latest published holdings, rebuilt daily.

By industry

FundMix gapHoldings classified 
PAVEGlobal X US Infrastructure Development ETF25%99%Compare
AINFGlobal X Artificial Intelligence Infrastructure ETF30%97%Compare
ACDCGlobal X Battery Tech & Lithium ETF31%100%Compare
ERTHBetaShares Climate Change Innovation ETF36%99%Compare
ARMRBetaShares Global Defence ETF40%100%Compare
DFNDVanEck Global Defence ETF40%100%Compare
HMNDGlobal X Humanoid Robotics ETF40%100%Compare
DTECGlobal X Defence Tech ETF40%100%Compare
RBTZBetaShares Global Robotics and AI ETF43%100%Compare
FOODBetaShares Global Agriculture Companies Currency Hedged ETF44%100%Compare

By country

FundMix gapHoldings classified 
SMHGVANECK GLOBAL SEMICONDUCTOR ETF41%100%Compare
DFNDVanEck Global Defence ETF42%100%Compare
IXIiShares Global Consumer Staples ETF44%100%Compare
DTECGlobal X Defence Tech ETF45%100%Compare
SEMIGlobal X Semiconductor ETF45%100%Compare
DRIVBetaShares Electric Vehicles and Future Mobility ETF45%100%Compare
ROBOGlobal X ROBO Global Robotics & Automation ETF45%100%Compare
ARMRBetaShares Global Defence ETF47%100%Compare
ATOMGlobal X Uranium ETF47%91%Compare
BNKSBetaShares Global Banks Currency Hedged ETF49%99%Compare

How to read this

Mix gap is the share of a portfolio that would have to move between industries or countries for the fund to match HGEN's mix: 0% is the same mix, 100% is nothing in common. It compares only the holdings that could be classified (100% of HGEN by industry, 100% by country; every fund listed has at least 80%), and only funds in the same asset class (sector). Geared, inverse and long-short funds are left out. Funds with a similar mix can still hold different companies; open Compare to see the overlap.

See also funds with the most different mix, or everything about HGEN.

General information only, not financial product advice. It does not take into account your objectives, financial situation or needs. Consider whether it is right for you and read the fund's product disclosure statement before deciding. See About for where the data comes from.