Betashares Nasdaq 100 ETF vs Global X Semiconductor ETF
Overlap is calculated from each fund's full published holdings list. Where there are no shared listed holdings it is shown as not reliably estimable.
NDQ (US Shares) and SEMI (Thematic) provide different exposures. NDQ tracks the Nasdaq-100 Index and SEMI tracks the Solactive Semiconductor Index. SEMI has the lower management fee (0.45% vs 0.48% p.a.). Holdings overlap is approximately 30% (full holdings data).
Betashares Nasdaq 100 ETF
BetaShares
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
Which of NDQ and SEMI fits depends on your objectives, not on one being superior. Where the two funds differ most:
Green highlights the leading comparison score, the factually lower fee, or the higher scale or income figure. Performance is never highlighted. Data from issuer disclosures and the ASX Investment Products report. Fund size, yield, return and holdings figures each state the date they are as at.
Category scores compare these two ETFs only and are not absolute ratings.
Cost (management fee): SEMI has the lower management fee - the one objective "cheaper" axis.
Fund size (assets): NDQ is the larger fund. Larger is not inherently better, but greater scale can support tighter spreads and lower closure risk.
Holdings breadth: NDQ spreads exposure across more holdings (NDQ 103, SEMI 30); the other is more concentrated. Neither is inherently better - it depends on whether you want breadth or a focused tilt.
Income (distribution yield): NDQ distributes approximately 1.5% and SEMI distributes approximately 0.4%; NDQ 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.
General information only, not financial advice. ETFLens does not hold an AFSL. Always read the relevant PDS and consider seeking advice from a licensed financial adviser.
Fund sizes as at 30 Sep 2026 for both funds.
Yield figures are estimates based on recent distributions and may vary. Yields are as at different dates (NDQ 31 Jul 2026, SEMI 31 Mar 2026), so the two funds' figures are not directly comparable. Past performance is not a reliable indicator of future returns or distributions. These figures may be out of date. Check the fund manager's website for current performance.
Returns as at 30 Sep 2026 for both funds.
Past performance is not a reliable indicator of future returns.
Top shared holdings ranked by overlap contribution, the smaller of each company's weight in the two funds. Basis: full holdings data.
Top 10 listed holdings for each fund, from issuer disclosures. Listed top holdings as at 29 Oct 2026 for both funds.
NDQ 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.
NDQ sectors
SEMI sectors
NDQ geography
SEMI geography
Choosing between NDQ and SEMI depends on your goals, time horizon and current holdings, not on one being the right answer for everyone. The main differences are summarised above, with the complete data below.
NDQ and SEMI have approximately 30% holdings overlap, based on each fund's full published holdings list. This is considered low overlap.
SEMI has the lower management fee. NDQ charges 0.48% per year ($48 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 $3 per year per $10,000 invested.
NDQ (Betashares Nasdaq 100 ETF) manages approximately $9.5B and SEMI (Global X Semiconductor ETF) manages approximately $1.1B. Fund sizes as at 30 Sep 2026 for both funds. Fund size can affect liquidity and bid-ask spreads but does not by itself change the management fee.
You can hold both, but with approximately 30% estimated holdings overlap the two funds hold mostly different companies, so they can be more complementary. Whether that suits you depends on your own objectives.
There is no universally right choice. It depends on your goals, time horizon and existing holdings. NDQ charges 0.48% and SEMI charges 0.45%, so SEMI has the lower management fee, and they have approximately 30% estimated holdings overlap. 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. 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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