Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

AGIX vs LQAI: which is really different?

AGIX and LQAI hold 32% of their weight in the same names, and AGIX returned more over the year.

KraneShares Artificial Intelligence and Technology ETF and LG QRAFT AI-Powered U.S. Large Cap Core ETF.

54.5%AGIX in the S&P 500
89.9%LQAI in the S&P 500
+28.4%AGIX total return, 1 year
+17.3%LQAI total return, 1 year

ETFIQ Off-Index Score: AGIX scores higher

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

AGIX 3.7LQAI 1.60.1, the lowest in this set91.8, the highest

A percentile among the 379 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

AGIX46% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
55%46%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 69% · top ten 31% of the fund · 72 holdings filed Sep 18, 2026 · Nasdaq-100: 43% in55%46%in the S&P 500outsideactive share 69% · top ten 31% of the fund
LQAI10% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
90%10%of its weight in S&P 500 companiesoutsideactive share 62% · top ten 40% of the fund · 100 holdings filed Apr 30, 2026 · Nasdaq-100: 58% in90%10%of its weight in S&P 500 companies10% of its weight outside the S&P 500active share 62% · top ten 40% of the fund

32% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AGIX and LQAI hold 32% of their money in the same securities at the same weight.

Positions AGIX and LQAI both hold, largest shared weight first
HoldingAGIXLQAI
NVIDIA CORP3.82%5.99%
MICROSOFT CORP3.47%3.40%
AMAZON.COM INC2.92%3.25%
APPLE INC2.97%2.64%
META PLATFORMS INC4.53%2.60%
TESLA INC2.38%5.88%
BROADCOM INC2.08%2.85%
MICRON TECHNOLOGY INC1.95%5.92%
MARVELL TECHNOLOGY INC1.09%1.73%
LUMENTUM HOLDINGS INC1.31%1.03%
INTEL CORP1.19%0.73%
SERVICENOW INC1.92%0.61%
Only in each
Only in AGIXOnly in LQAI
ALPHABET INC-CL A 3.88%SANDISK CORP 5.44%
TAIWAN SEMICONDUCTOR MANUFAC 2.84%ALPHABET INC 2.42%
PALANTIR TECHNOLOGIES INC-A 2.18%KENVUE INC 2.22%
CIRCLE INTERNET GROUP INC 2.17%FORD MOTOR CO 2.15%
ADVANCED MICRO DEVICES 2.13%KINDER MORGAN INC 2.12%
SK HYNIX INC 1.99%SOFI TECHNOLOGIES INC 2.06%
CLOUDFLARE INC - CLASS A 1.74%WARNER BROS. DISCOVERY INC 2.00%
TWILIO INC - A 1.69%HUNTINGTON BANCSHARES INC 1.99%

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 Apr 30, 2026 and Sep 18, 2026.

Performance, window by window

AGIX and LQAI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AGIXLQAIAGIXLQAIAGIXLQAI
3 months−2.0%−3.4%−4.3 pts−5.6 pts+0.4 pts−0.9 pts
6 months+38.8%+20.9%+20.8 pts+2.9 pts+14.6 pts−3.3 pts
1 year+28.4%+17.3%+11.8 pts+0.8 pts+6.6 pts−4.4 pts
Since launch+91.3%+88.0%+49.9 pts+7.2 pts+39.3 pts−8.7 pts
Open the live comparison on ETFIQ
AGIX and LQAI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AGIX
KraneShares Artificial Intelligence and Technology ETF
Holds 72 stocks in artificial intelligence, 54% of its weight in S&P 500 companies
LQAI
LG QRAFT AI-Powered U.S. Large Cap Core ETF
Holds 100 stocks in artificial intelligence, 90% of its weight in S&P 500 companies
IssuerKraneSharesQraft
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50054.5%89.9%
Active share vs the S&P 50068.8%62.1%
In the Nasdaq-10043.1%58.2%
Holdings72100
Top ten, share of the fund31.2%40.4%
Expense ratio1.00%0.75%
Fee for the differing part1.45%1.21%
Total return, 1 year+28.4%+17.3%
vs the S&P 500+11.8 pts+0.8 pts
vs the Nasdaq-100+6.6 pts−4.4 pts
Below its high−5.8%−4.2%
Net assets$1.1bn$2m

AGIX in plain words

By weight, 54% of AGIX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 69%. The top ten holdings are 31% of the fund across 72 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +28.4% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 11.8 pts. It sits 5.8% below its all-time high of Jun 1, 2026.

LQAI in plain words

By weight, 90% of LQAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 62%. The top ten holdings are 40% of the fund across 100 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +17.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 0.8 pts.

Questions people ask

Do AGIX and LQAI hold the same stocks?
By their latest filings, 32% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AGIX or LQAI?
AGIX has 54% of its weight in S&P 500 names and LQAI has 90%, so AGIX differs more from the index.
Which is cheaper, AGIX or LQAI?
AGIX charges 1.00% a year and LQAI charges 0.75%, so LQAI 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.

AGIX against LQAI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGIX against LQAI, data as of Sep 18, 2026. https://etfiq.com/compare/themes/agix-vs-lqai Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources