ETFs with the most different mix from SMHG (VANECK GLOBAL SEMICONDUCTOR ETF)

The ASX ETFs whose mix differs most from SMHG: by industry mix, BNKS (100% of the portfolio would have to move to match SMHG); by country mix, ATEC (100% of the portfolio would have to move to match SMHG). Figures as shown on 2026-10-10, from each fund's latest published holdings, rebuilt daily.

By industry

FundMix gapHoldings classified 
BNKSBetaShares Global Banks Currency Hedged ETF100%99%Compare
FUELBetaShares Global Energy Companies Currency Hedged ETF100%96%Compare
IXIiShares Global Consumer Staples ETF100%100%Compare
MVBVanEck Australian Banks ETF100%100%Compare
OZFSTATE STREET SPDR S&P/ASX 200 FINANCIALS EX A-REIT ETF100%100%Compare
QFNBetaShares Australian Financials Sector ETF100%99%Compare
URANVanEck Uranium and Energy Innovation ETF100%93%Compare
TOLLBetaShares FTSE Global Infrastructure Currency Hedged ETF100%99%Compare
VBLDVanguard Global Infrastructure Index ETF100%100%Compare
CUREGlobal X S&P Biotech ETF99%100%Compare

By country

FundMix gapHoldings classified 
ATECBETASHARES S&P/ASX AUSTRALIAN TECHNOLOGY ETF100%100%Compare
MVBVanEck Australian Banks ETF100%100%Compare
MVRVanEck Australian Resources ETF100%100%Compare
OZFSTATE STREET SPDR S&P/ASX 200 FINANCIALS EX A-REIT ETF100%100%Compare
OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF100%100%Compare
QFNBetaShares Australian Financials Sector ETF100%99%Compare
QREBetaShares Australian Resources Sector ETF100%99%Compare
DRGNGlobal X China Tech ETF100%100%Compare
URNMBetaShares Global Uranium ETF86%85%Compare
WIREGlobal X Copper Miners ETF86%100%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 SMHG's mix: 0% is the same mix, 100% is nothing in common. It compares only the holdings that could be classified (100% of SMHG 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. A different mix is not a lower-risk or lower-correlation fund: it only means the money sits in other industries or countries, and it often surfaces narrow funds.

See also funds with a similar mix, or everything about SMHG.

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.