Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

AGIX vs WISE: which is really different?

AGIX and WISE hold 22% of their weight in the same names, and AGIX returned more over the year.

KraneShares Artificial Intelligence and Technology ETF and Themes Generative Artificial Intelligence ETF.

54.5%AGIX in the S&P 500
32.4%WISE in the S&P 500
+28.4%AGIX total return, 1 year
−17.1%WISE total return, 1 year

ETFIQ Off-Index Score: WISE scores higher

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

AGIX 3.7WISE 16.20.1, 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
WISE68% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
32%68%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 84% · top ten 51% of the fund · 40 holdings filed Jun 30, 2026 · Nasdaq-100: 29% in32%68%inoutside the S&P 500active share 84% · top ten 51% of the fund

22% 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 WISE hold 22% of their money in the same securities at the same weight.

Positions AGIX and WISE both hold, largest shared weight first
HoldingAGIXWISE
NVIDIA CORP3.82%4.70%
AMAZON.COM INC2.92%3.46%
ALPHABET INC-CL A3.88%2.91%
PALANTIR TECHNOLOGIES INC-A2.18%3.18%
ADVANCED MICRO DEVICES2.13%11.41%
BROADCOM INC2.08%3.53%
SNOWFLAKE INC1.62%5.15%
ORACLE CORP1.92%1.56%
COREWEAVE INC-CL A1.41%2.10%
ARISTA NETWORKS INC1.01%1.69%
Only in each
Only in AGIXOnly in WISE
META PLATFORMS INC 4.53%QuickLogic Corp 7.53%
MICROSOFT CORP 3.47%Gorilla Technology Group Inc 5.49%
APPLE INC 2.97%Information Services Group Inc 3.45%
TAIWAN SEMICONDUCTOR MANUFAC 2.84%BigBear.ai Holdings Inc 3.37%
TESLA INC 2.38%SoundHound AI Inc 3.35%
CIRCLE INTERNET GROUP INC 2.17%Blaize Holdings Inc 3.13%
SK HYNIX INC 1.99%Datasection Inc 3.07%
MICRON TECHNOLOGY INC 1.95%C3.ai Inc 2.80%

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 18, 2026.

Performance, window by window

AGIX and WISE over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AGIXWISEAGIXWISEAGIXWISE
3 months−2.0%−13.3%−4.3 pts−15.6 pts+0.4 pts−10.8 pts
6 months+38.8%+7.5%+20.8 pts−10.5 pts+14.6 pts−16.8 pts
1 year+28.4%−17.1%+11.8 pts−33.7 pts+6.6 pts−38.9 pts
Since launch+91.3%+42.7%+49.9 pts−28.9 pts+39.3 pts−44.1 pts
Open the live comparison on ETFIQ
AGIX and WISE 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
WISE
Themes Generative Artificial Intelligence ETF
Holds 40 stocks in artificial intelligence, 32% of its weight in S&P 500 companies
IssuerKraneSharesThemes
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50054.5%32.4%
Active share vs the S&P 50068.8%83.6%
In the Nasdaq-10043.1%29.2%
Holdings7240
Top ten, share of the fund31.2%51.4%
Expense ratio1.00%0.35%
Fee for the differing part1.45%0.42%
Total return, 1 year+28.4%−17.1%
vs the S&P 500+11.8 pts−33.7 pts
vs the Nasdaq-100+6.6 pts−38.9 pts
Below its high−5.8%−24.0%
Net assets$1.1bn$28m

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.

WISE in plain words

By weight, 32% of WISE's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 84%. The top ten holdings are 51% of the fund across 40 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned −17.1% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 33.7 pts. It sits 24.0% below its all-time high of Oct 15, 2025.

Questions people ask

Do AGIX and WISE hold the same stocks?
By their latest filings, 22% 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 WISE?
AGIX has 54% of its weight in S&P 500 names and WISE has 32%, so WISE differs more from the index.
Which is cheaper, AGIX or WISE?
AGIX charges 1.00% a year and WISE charges 0.35%, so WISE 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 WISE, 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 WISE, data as of Sep 18, 2026. https://etfiq.com/compare/themes/agix-vs-wise Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources