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Data as of .

AIQ vs AIRR: which is really different?

AIQ and AIRR hold 0% of their weight in the same names, and AIQ returned more over the year.

Global X Artificial Intelligence & Technology ETF and First Trust RBA American Industrial Renaissance ETF, side by side, thematic ETFs on ETFIQ.

55.9%AIQ in the S&P 500
5.5%AIRR in the S&P 500
+35.7%AIQ total return, 1 year
+15.0%AIRR total return, 1 year

ETFIQ Off-Index Score: AIRR scores higher

How much of it is not the index it is sold as an alternative to?

AIQ 4.7AIRR 80.90.1, the lowest in this set91.4, the highest

A percentile among the 349 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

AIQ44% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
56%44%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 70% · top ten 32% of the fund · 89 holdings filed Sep 11, 2026 · Nasdaq-100: 48% in56%44%in the S&P 500outsideactive share 70% · top ten 32% of the fund
AIRR95% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
6%95%inof its weight outside the S&P 500active share 100% · top ten 30% of the fund · 58 holdings filed Sep 10, 2026 · Nasdaq-100: 0% in6%95%6% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 30% of the fund

0% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AIQ and AIRR hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in AIQOnly in AIRR
PALANTIR TECHNOLOGIES INC-A 3.72%STERLING INFRASTRUCTURE INC 6.00%
MICROSOFT CORP 3.57%ARGAN INC 4.73%
SPACE EXPLORATION TECHN-CL A 3.51%COMFORT SYSTEMS USA INC 4.42%
ORACLE CORP 3.44%MASTEC INC 4.18%
TESLA INC 3.14%CH ROBINSON WORLDWIDE INC 4.08%
NETFLIX INC 3.08%OWENS CORNING 3.90%
AMAZON.COM INC 3.02%DYCOM INDUSTRIES INC 3.76%
META PLATFORMS INC 2.94%EMCOR GROUP INC 3.75%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 11, 2026.

Performance, window by window

AIQ and AIRR over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AIQAIRRAIQAIRRAIQAIRR
3 months0.0%−17.1%−3.3 pts−20.4 pts+0.8 pts−16.3 pts
6 months+32.3%−1.1%+16.3 pts−17.1 pts+11.6 pts−21.8 pts
1 year+35.7%+15.0%+18.2 pts−2.5 pts+12.7 pts−8.0 pts
3 years+127.6%+102.4%+49.7 pts+24.5 pts+32.5 pts+7.3 pts
Since launch+337.9%+460.7%+119.2 pts+56.4 pts−8.8 pts−312.8 pts
Open the live comparison on ETFIQ
AIQ and AIRR on the same fields, as of Sep 11, 2026. Source: ETFIQ.
AIQ
Global X Artificial Intelligence & Technology ETF
Holds 89 stocks in artificial intelligence, 56% of its weight in S&P 500 companies
AIRR
First Trust RBA American Industrial Renaissance ETF
Holds 58 stocks in reshoring and manufacturing, 6% of its weight in S&P 500 companies
IssuerGlobal XFirst Trust
ThemeArtificial intelligenceReshoring and manufacturing
In the S&P 50055.9%5.5%
Active share vs the S&P 50069.7%99.9%
In the Nasdaq-10047.5%0.0%
Holdings8958
Top ten, share of the fund32.2%30.4%
Expense ratio0.68%0.69%
Fee for the differing part0.98%0.69%
Total return, 1 year+35.7%+15.0%
vs the S&P 500+18.2 pts−2.5 pts
vs the Nasdaq-100+12.7 pts−8.0 pts
Below its high−8.8%−19.5%

AIQ in plain words

By weight, 56% of AIQ's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 70%. The top ten holdings are 32% of the fund across 89 positions, as published by its issuer for Sep 11, 2026. Over the year to Sep 11, 2026 the fund returned +35.7% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 18.2 pts. It sits 8.8% below its all-time high of Jun 2, 2026.

AIRR in plain words

By weight, 6% of AIRR's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 30% of the fund across 58 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +15.0% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 2.5 pts. It sits 19.5% below its all-time high of Jun 22, 2026.

Questions people ask

Do AIQ and AIRR hold the same stocks?
By their latest filings, 0% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AIQ or AIRR?
AIQ has 56% of its weight in S&P 500 names and AIRR has 6%, so AIRR differs more from the index.
Which is cheaper, AIQ or AIRR?
AIQ charges 0.68% a year and AIRR charges 0.69%, so AIQ is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AIQ against AIRR, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AIQ against AIRR, data as of Sep 11, 2026. https://etfiq.com/compare/themes/AIQ-AIRR Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources