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Data as of .

AIQ vs AIX: which is really different?

AIQ and AIX hold 46% of their weight in the same names.

Global X Artificial Intelligence & Technology ETF and Defiance US 100 Tech AI Moat ETF.

56.0%AIQ in the S&P 500
88.0%AIX in the S&P 500
+31.6%AIQ total return, 1 year
−4.6%AIX total return, 1 year

ETFIQ Off-Index Score: AIQ scores higher

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

AIQ 4.4AIX 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

AIQ44% of its weight is outside the S&P 500 · 1 year to Sep 18, 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 · 95 holdings filed Sep 18, 2026 · Nasdaq-100: 48% in56%44%in the S&P 500outsideactive share 70% · top ten 32% of the fund
AIX12% of its weight is outside the S&P 500 · since launch to Sep 18, 2026
88%12%of its weight in S&P 500 companiesoutsideactive share 64% · top ten 53% of the fund · 32 holdings filed Sep 21, 2026 · Nasdaq-100: 94% in88%12%of its weight in S&P 500 companies12% of its weight outside the S&P 500active share 64% · top ten 53% of the fund

46% 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 AIX hold 46% of their money in the same securities at the same weight.

Positions AIQ and AIX both hold, largest shared weight first
HoldingAIQAIX
PALANTIR TECHNOLOGIES INC-A3.94%6.26%
MICROSOFT CORP3.54%5.73%
SPACE EXPLORATION TECHN-CL A3.53%4.75%
TESLA INC3.12%4.38%
ALPHABET INC-CL A3.01%4.49%
META PLATFORMS INC3.00%5.38%
AMAZON.COM INC2.97%4.84%
INTEL CORP2.96%4.64%
NVIDIA CORP2.91%5.07%
APPLE INC2.86%5.30%
ADVANCED MICRO DEVICES2.84%5.69%
MICRON TECHNOLOGY INC2.81%5.27%
Only in each
Only in AIQOnly in AIX
ORACLE CORP 3.36%Arm Holdings Plc 4.11%
TAIWAN SEMICONDUCTOR-SP ADR 2.86%Texas Instruments Inc 3.76%
NETFLIX INC 2.85%Kla Corp 3.60%
SAMSUNG ELECTRONICS CO LTD 2.81%Analog Devices Inc 2.80%
SK HYNIX INC 2.81%T-mobile Us Inc 2.79%
CISCO SYSTEMS INC 2.66%Automatic Data Processing Inc 1.69%
TENCENT HOLDINGS LTD 2.57%Mercadolibre Inc 1.48%
ALIBABA GROUP HOLDING-SP ADR 2.15%Monolithic Power Systems Inc 1.01%

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 Sep 18, 2026 and Sep 21, 2026.

Performance, window by window

AIQ and AIX over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AIQAIXAIQAIXAIQAIX
3 months−4.0%not published−6.3 ptsnot published−1.5 ptsnot published
6 months+35.4%not published+17.4 ptsnot published+11.1 ptsnot published
1 year+31.6%not published+15.0 ptsnot published+9.8 ptsnot published
3 years+131.6%not published+53.2 ptsnot published+33.5 ptsnot published
Since launch+338.9%−4.6%+120.5 pts−6.9 pts−11.9 pts−2.6 pts
Open the live comparison on ETFIQ
AIQ and AIX on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AIQ
Global X Artificial Intelligence & Technology ETF
Holds 95 stocks in artificial intelligence, 56% of its weight in S&P 500 companies
AIX
Defiance US 100 Tech AI Moat ETF
Holds 32 stocks in artificial intelligence, 88% of its weight in S&P 500 companies
IssuerGlobal XDefiance
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50056.0%88.0%
Active share vs the S&P 50069.7%64.0%
In the Nasdaq-10047.8%94.3%
Holdings9532
Top ten, share of the fund32.3%52.9%
Expense ratio0.68%0.65%
Fee for the differing part0.98%1.02%
Total return, 1 year+31.6%−4.6% (since launch on Jun 30, 2026)
vs the S&P 500+15.0 pts−6.9 pts
vs the Nasdaq-100+9.8 pts−2.6 pts
Below its high−8.6%−4.6%
Net assets$10.2bn$482,327

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 95 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +31.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 15.0 pts. It sits 8.6% below its all-time high of Jun 2, 2026.

AIX in plain words

By weight, 88% of AIX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 64%. The top ten holdings are 53% of the fund across 32 positions, as published by its issuer for Sep 21, 2026. Since it launched on Jun 30, 2026 the fund returned −4.6% with distributions reinvested against +2.3% for the S&P 500, so a holder was behind by 6.9 pts.

Questions people ask

Do AIQ and AIX hold the same stocks?
By their latest filings, 46% 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, AIQ or AIX?
AIQ has 56% of its weight in S&P 500 names and AIX has 88%, so AIQ differs more from the index.
Which is cheaper, AIQ or AIX?
AIQ charges 0.68% a year and AIX charges 0.65%, so AIX 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 AIX, 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, AIQ against AIX, data as of Sep 18, 2026. https://etfiq.com/compare/themes/aiq-vs-aix Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources