Jul 31, 2026 – 4.24pmThe top-performing ETF on the ASX in May was a space industry offering that soared by more than 30 per cent, only to crash-land a month later as June’s worst performer, dropping 33.5 per cent.Welcome to the high-octane end of the ETF market, where investors can jump on just about any theme they like, from quantum computing to video games, rare earths, clean energy, uranium and semiconductors.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Rebecca PikeWealth reporterRebecca Pike is a wealth reporter at The Australian Financial ReviewFetching latest articles
Space, chips and crypto – the $13b investor craze sweeping the ASX
They promise a slice of the profits generated by cutting-edge industries, but higher fees and wild volatility mean these niche ETFs should be handled with care.
TL;DRAI
Space and semiconductor ETF on ASX attracted $13B with extreme volatility—space-focused surged 30% in May, crashed 33.5% in June, amid boom in quantum, chips, uranium themes. The shift toward vertical micro-themes reveals retail demand for concentrated AI/semiconductors exposure, but exposes speculation without valuation discipline on megatrends.
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