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Data as of .

AIQ vs NLR: which is really different?

AIQ holds 55.9% of its weight in S&P 500 companies and NLR 15.3%.

Global X Artificial Intelligence & Technology ETF and VanEck Uranium and Nuclear ETF, side by side, thematic ETFs on ETFIQ.

55.9%AIQ in the S&P 500
15.3%NLR in the S&P 500
+35.7%AIQ total return, 1 year
−6.1%NLR total return, 1 year

ETFIQ Off-Index Score: NLR scores higher

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

AIQ 4.4NLR 77.40.1, the lowest in this set91.6, the highest

A percentile among the 371 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
NLR85% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
15%85%in the S&P 500of its weight outside the S&P 500active share 100% · top ten 61% of the fund · 25 holdings filed Sep 10, 2026 · Nasdaq-100: 9% in15%85%inof its weight outside the S&P 500active share 100% · top ten 61% of the fund

What they hold in common

By the books each fund has filed, AIQ and NLR 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 NLR
PALANTIR TECHNOLOGIES INC-A 3.72%Constellation Energy Corp 9.09%
MICROSOFT CORP 3.57%Cameco Corp 7.90%
SPACE EXPLORATION TECHN-CL A 3.51%Fortum Oyj 6.83%
ORACLE CORP 3.44%Public Service Enterprise Group Inc 6.22%
TESLA INC 3.14%Nexgen Energy Ltd 5.30%
NETFLIX INC 3.08%Bwx Technologies Inc 5.21%
AMAZON.COM INC 3.02%Paladin Energy Ltd 5.21%
META PLATFORMS INC 2.94%Uranium Energy Corp 5.07%

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 10, 2026 and Sep 11, 2026.

Performance, window by window

AIQ and NLR over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AIQNLRAIQNLRAIQNLR
3 months0.0%−7.2%−3.3 pts−10.5 pts+0.8 pts−6.4 pts
6 months+32.3%−17.1%+16.3 pts−33.1 pts+11.6 pts−37.8 pts
1 year+35.7%−6.1%+18.2 pts−23.6 pts+12.7 pts−29.1 pts
3 years+127.6%+83.0%+49.7 pts+5.2 pts+32.5 pts−12.0 pts
Since launch+337.9%+183.3%+119.2 pts−621.0 pts−8.8 pts−1490.6 pts
Open the live comparison on ETFIQ
AIQ and NLR 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
NLR
VanEck Uranium and Nuclear ETF
Holds 25 stocks in nuclear and uranium, 15% of its weight in S&P 500 companies
IssuerGlobal XVanEck
ThemeArtificial intelligenceNuclear and uranium
In the S&P 50055.9%15.3%
Active share vs the S&P 50069.7%99.8%
In the Nasdaq-10047.5%9.1%
Holdings8925
Top ten, share of the fund32.2%60.7%
Expense ratio0.68%0.52%
Fee for the differing part0.98%0.52%
Total return, 1 year+35.7%−6.1%
vs the S&P 500+18.2 pts−23.6 pts
vs the Nasdaq-100+12.7 pts−29.1 pts
Below its high−8.8%−31.1%

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.

NLR in plain words

By weight, 15% of NLR'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 61% of the fund across 25 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned −6.1% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 23.6 pts. It sits 31.1% below its all-time high of Jan 28, 2026.

Questions people ask

Which is more different from the S&P 500, AIQ or NLR?
AIQ has 56% of its weight in S&P 500 names and NLR has 15%, so NLR differs more from the index.
Which is cheaper, AIQ or NLR?
AIQ charges 0.68% a year and NLR charges 0.52%, so NLR 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 NLR, 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 NLR, data as of Sep 11, 2026. https://etfiq.com/compare/themes/aiq-vs-nlr Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources