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Data as of .

BAI vs XT: which is really different?

XT holds 64.0% of its weight in S&P 500 companies and BAI 54.8%.

iShares A.I. Innovation and Tech Active ETF and iShares Future Exponential Technologies ETF, side by side, thematic ETFs on ETFIQ.

54.8%BAI in the S&P 500
64.0%XT in the S&P 500
+32.3%BAI total return, 1 year
+25.7%XT total return, 1 year

ETFIQ Off-Index Score: BAI scores higher

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

BAI 8.8XT 3.20.1, 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

BAI45% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
55%45%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 77% · top ten 42% of the fund · 52 holdings filed Sep 10, 2026 · Nasdaq-100: 50% in55%45%in the S&P 500outsideactive share 77% · top ten 42% of the fund
XT36% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
64%36%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 67% · top ten 34% of the fund · 192 holdings filed Sep 10, 2026 · Nasdaq-100: 39% in64%36%in the S&P 500outsideactive share 67% · top ten 34% of the fund

What they hold in common

By the books each fund has filed, BAI and XT hold 21% of their money in the same securities at the same weight.

Positions BAI and XT both hold, largest shared weight first
HoldingBAIXT
NVIDIA5.32%4.18%
ALPHABET CLASS A2.45%2.13%
MICROSOFT2.12%4.21%
AMAZON.COM INC2.01%2.87%
BROADCOM INC4.75%1.99%
CROWDSTRIKE HOLDINGS CLASS A1.85%2.14%
PALO ALTO NETWORKS1.47%2.74%
MICRON TECHNOLOGY6.48%1.18%
SK HYNIX1.92%1.01%
TESLA INC0.94%3.55%
ADVANCED MICRO DEVICES4.77%0.91%
DELTA ELECTRONICS1.85%0.31%
Largest positions each one holds and the other does not
Only in BAIOnly in XT
TAIWAN SEMICONDUCTOR MANUFACTURING 4.69%ELI LILLY 3.90%
LAM RESEARCH 4.06%TEXAS INSTRUMENT INC 3.55%
SPACE EXPLORATION TECHNOLOGIES COR 3.01%JOHNSON & JOHNSON 3.48%
LUMENTUM HOLDINGS 2.91%ANALOG DEVICES 2.88%
INTEL CORPORATION 2.84%ABBVIE 2.45%
ELITE MATERIAL 2.75%TAIWAN SEMICONDUCTOR MANUFACTURING 2.05%
ASIA VITAL COMPONENTS 2.55%MERCK & CO INC 1.93%
SANDISK 2.49%ROCHE PS PAR AG 1.71%

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.

Performance, window by window

BAI and XT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
BAIXTBAIXTBAIXT
3 months−9.1%+0.7%−12.3 pts−2.6 pts−8.3 pts+1.5 pts
6 months+34.1%+18.0%+18.1 pts+2.0 pts+13.4 pts−2.7 pts
1 year+32.3%+25.7%+14.8 pts+8.2 pts+9.3 pts+2.8 pts
3 yearsnot published+63.3%not published−14.6 ptsnot published−31.8 pts
Since launch+80.9%+279.7%+47.2 pts−61.9 pts+35.4 pts−340.9 pts
Open the live comparison on ETFIQ
BAI and XT on the same fields, as of Sep 11, 2026. Source: ETFIQ.
BAI
iShares A.I. Innovation and Tech Active ETF
Holds 52 stocks in artificial intelligence, 55% of its weight in S&P 500 companies
XT
iShares Future Exponential Technologies ETF
Holds 192 stocks in broad innovation and megatrends, 64% of its weight in S&P 500 companies
IssueriSharesiShares
ThemeArtificial intelligenceBroad innovation and megatrends
In the S&P 50054.8%64.0%
Active share vs the S&P 50076.5%67.4%
In the Nasdaq-10049.5%38.8%
Holdings52192
Top ten, share of the fund41.8%33.8%
Expense ratio0.55%0.46%
Fee for the differing part0.72%0.68%
Total return, 1 year+32.3%+25.7%
vs the S&P 500+14.8 pts+8.2 pts
vs the Nasdaq-100+9.3 pts+2.8 pts
Below its high−17.9%−3.2%

BAI in plain words

By weight, 55% of BAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 76%. The top ten holdings are 42% of the fund across 52 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +32.3% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 14.8 pts. It sits 17.9% below its all-time high of Jun 22, 2026.

XT in plain words

By weight, 64% of XT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 67%. The top ten holdings are 34% of the fund across 192 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +25.7% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 8.2 pts.

Questions people ask

Which is more different from the S&P 500, BAI or XT?
BAI has 55% of its weight in S&P 500 names and XT has 64%, so BAI differs more from the index.
Which is cheaper, BAI or XT?
BAI charges 0.55% a year and XT charges 0.46%, so XT 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.

BAI against XT, 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, BAI against XT, data as of Sep 11, 2026. https://etfiq.com/compare/themes/bai-vs-xt Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources