Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

ALAI vs KAIT: which is really different?

ALAI and KAIT hold 0% of their weight in the same names.

Alger AI Enablers & Adopters ETF and KraneShares Asia AI Technology ETF.

60.0%ALAI in the S&P 500
0.0%KAIT in the S&P 500
+25.6%ALAI total return, 1 year
+3.8%KAIT total return, 1 year

ETFIQ Off-Index Score: KAIT scores higher

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

ALAI 2.2KAIT 91.80.1, 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

ALAI40% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
60%40%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 65% · top ten 51% of the fund · 79 holdings filed Jun 30, 2026 · Nasdaq-100: 54% in60%40%in the S&P 500outsideactive share 65% · top ten 51% of the fund
KAIT100% of its weight is outside the S&P 500 · since launch to Sep 18, 2026
0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 41% of the fund · 52 holdings filed Sep 18, 2026 · Nasdaq-100: 0% in0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 41% 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, ALAI and KAIT hold 0% of their money in the same securities at the same weight.

Positions ALAI and KAIT both hold, largest shared weight first
HoldingALAIKAIT
SK HYNIX INC0.29%5.67%
SAMSUNG ELECTRONICS CO LTD0.25%4.96%
Only in each
Only in ALAIOnly in KAIT
NVIDIA CORP 12.01%TAIWAN SEMICONDUCTOR MANUFAC 6.16%
TAIWAN SEMICONDUCTOR MANUFACTURING COMPA 5.85%ASIA VITAL COMPONENTS 4.30%
AMAZON.COM INC 5.27%ADVANTEST CORP 4.05%
MICROSOFT CORP 4.69%AURAS TECHNOLOGY CO LTD 3.71%
ALPHABET INC 4.64%LAND MARK OPTOELECTRONICS 3.61%
WESTERN DIGITAL CORP 4.26%HANMI SEMICONDUCTOR CO LTD 3.01%
NEBIUS GROUP NV 4.04%TOKYO ELECTRON LTD 2.68%
META PLATFORMS INC 3.78%SAMSUNG ELECTRO-MECHANICS CO 2.48%

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

ALAI and KAIT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
ALAIKAITALAIKAITALAIKAIT
3 months−2.2%not published−4.4 ptsnot published+0.3 ptsnot published
6 months+38.0%not published+19.9 ptsnot published+13.7 ptsnot published
1 year+25.6%not published+9.1 ptsnot published+3.9 ptsnot published
Since launch+132.7%+3.8%+81.4 pts+4.5 pts+66.9 pts+3.1 pts
Open the live comparison on ETFIQ
ALAI and KAIT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
ALAI
Alger AI Enablers & Adopters ETF
Holds 79 stocks in artificial intelligence, 60% of its weight in S&P 500 companies
KAIT
KraneShares Asia AI Technology ETF
Holds 52 stocks in artificial intelligence, 0% of its weight in S&P 500 companies
IssuerAlgerKraneShares
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50060.0%0.0%
Active share vs the S&P 50065.2%100.0%
In the Nasdaq-10054.4%0.0%
Holdings7952
Top ten, share of the fund51.3%40.6%
Expense ratio0.58%not published
Fee for the differing part0.89%not published
Total return, 1 year+25.6%+3.8% (since launch on Aug 19, 2026)
vs the S&P 500+9.1 pts+4.5 pts
vs the Nasdaq-100+3.9 pts+3.1 pts
Below its high−2.2%−1.1%
Net assets$451m$5m

ALAI in plain words

By weight, 60% of ALAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 65%. The top ten holdings are 51% of the fund across 79 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +25.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 9.1 pts.

KAIT in plain words

By weight, 0% of KAIT'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 41% of the fund across 52 positions, as published by its issuer for Sep 18, 2026. Since it launched on Aug 19, 2026 the fund returned +3.8% with distributions reinvested against −0.7% for the S&P 500, so a holder was ahead by 4.5 pts.

Questions people ask

Do ALAI and KAIT 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, ALAI or KAIT?
ALAI has 60% of its weight in S&P 500 names and KAIT has 0%, so KAIT differs more from the index.

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.

ALAI against KAIT, 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, ALAI against KAIT, data as of Sep 18, 2026. https://etfiq.com/compare/themes/alai-vs-kait Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources