Global X Physical Gold Structured vs Global X Semiconductor ETF
These ETFs do not share enough listed holdings to estimate overlap.
Scored across Cost (35%), Fund size (20%), Holdings breadth (25%), Income (20%). Past performance is excluded.
See full breakdown ↓Overlap is estimated from the funds' listed top holdings, not their full constituent lists. Where there are no shared listed holdings it is shown as not reliably estimable.
GOLD and SEMI are both Thematic ETFs. GOLD tracks the Gold spot price (unhedged AUD) and SEMI tracks the Solactive Semiconductor Index. GOLD has the lower management fee (0.4% vs 0.45% p.a.). A holdings overlap is not reliably estimable for this pair.
Global X Physical Gold Structured
Global X
Global X Semiconductor ETF
Global X
Comparison scores reflect how each ETF compares to the other on these specific dimensions only. They are not absolute ratings or recommendations.
Key differences at a glance
GOLD and SEMI suit different goals rather than one being "better" than the other. The clearest differences:
Category scores compare these two ETFs only and are not absolute ratings.
GOLD has the lower management fee - the one objective "cheaper" axis.
GOLD is the larger fund. Larger is not inherently better, but greater scale can support tighter spreads and lower closure risk.
SEMI spreads exposure across more holdings (GOLD 1, SEMI 30); the other is more concentrated. Neither is inherently better - it depends on whether you want breadth or a focused tilt.
GOLD distributes approximately 0% and SEMI approximately 0.4%; SEMI carries the higher estimated distribution yield. A higher yield may suit an income focus; a lower one may suit a growth or tax-efficiency focus. Yields are estimates and are not guaranteed; past performance is not a reliable indicator of future returns.
Green highlights the factually lower fee or higher scale/income figure. Performance is never highlighted. Data from issuer disclosures, reviewed quarterly.
Yield figures are estimates based on recent distributions and may vary. Past distributions are not a reliable indicator of future distributions.
Past performance is not a reliable indicator of future returns.
Top 10 listed holdings for each fund, from issuer disclosures.
GOLD top holdings
SEMI top holdings
Based on each fund's most recently published sector and geographic weightings; figures are approximate. Full breakdowns are shown below.
GOLD sectors
SEMI sectors
GOLD geography
SEMI geography
GOLD and SEMI can each make sense depending on your objectives, horizon and existing portfolio. The key differences are near the top of this page, and the full side-by-side data is below.
GOLD and SEMI do not share enough listed top holdings to reliably estimate a holdings overlap. Compare their fees, holdings and sectors on this page.
GOLD has the lower management fee. GOLD charges 0.4% per year ($40 per year on a $10,000 investment) and SEMI charges 0.45% per year ($45 per year on a $10,000 investment). The difference is $5 per year per $10,000 invested.
GOLD (Global X Physical Gold Structured) manages approximately $1.4B and SEMI (Global X Semiconductor ETF) manages approximately $903.1M. Fund size can affect liquidity and bid-ask spreads but does not by itself change the management fee.
GOLD and SEMI do not share enough listed top holdings to estimate overlap, so whether holding both duplicates your exposure depends on their full constituent lists.
There is no universally right choice. It depends on your goals, time horizon and existing holdings. GOLD charges 0.4% and SEMI charges 0.45%, so GOLD has the lower management fee. Compare their fees, holdings and sectors above and consider each fund's Product Disclosure Statement and Target Market Determination.
General information only.This comparison and the ETFLens tools on this page provide general information about two exchange-traded funds and do not take into account your personal objectives, financial situation or needs. It is not personal financial product or investment advice. ETFLens does not hold an Australian Financial Services Licence (AFSL). Holdings overlap is calculated from each fund's published holdings (full lists where the issuer publishes one, listed top holdings otherwise), and fee data is sourced from fund manager PDS documents and updated quarterly. Past performance is not a reliable indicator of future returns. Consider each fund's Product Disclosure Statement (PDS) and Target Market Determination (TMD), and seek advice from a registered tax agent or licensed financial adviser, before making investment decisions.
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