Do ELFY and POW hold the same stocks?

By their latest filings, 23% 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, ELFY or POW?

ELFY has 48% of its weight in S&P 500 names and POW has 31%, so POW differs more from the index.

Which is cheaper, ELFY or POW?

ELFY charges 0.50% a year and POW charges 0.75%, so ELFY is cheaper. Fees come from each fund's prospectus.

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ELFY vs POW: which is really different?

ELFY and POW hold 23% of their weight in the same names. ALPS Electrification Infrastructure ETF and VistaShares Electrification Supercycle ETF.

48.1%

ELFY in the S&P 500

31.3%

POW in the S&P 500

+8.7%

ELFY total return, 1 year

+28.5%

POW total return, since launch

ELFY · 1 year to Sep 30, 202652% of its weight is outside the S&P 500

48% of ELFY's weight is in S&P 500 companies and 52% is outside the index

POW · 6 months to Sep 30, 202669% of its weight is outside the S&P 500

31% of POW's weight is in S&P 500 companies and 69% is outside the index

ETFIQ Off-Index Score · POW scores higherHow much of it is not the index it is sold as an alternative to?

ELFY 30.8

POW 46.9

0.1, the lowest in this set92.0, the highest

A percentile among the 375 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 →

What they hold in common

By the books each fund has filed, ELFY and POW hold 23% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 1, 2026.

50%

half

23% in common

Positions both hold, largest shared weight first

Holding ELFY POW

Vicor Corp 1.66% 2.37%

Bloom Energy Corp 1.49% 3.27%

Powell Industries Inc 1.36% 3.56%

Nvent Electric Plc 1.28% 4.20%

Littelfuse Inc 1.18% 1.13%

Mastec Inc 1.05% 1.19%

Talen Energy Corp 1.03% 1.52%

Quanta Services Inc 1.03% 5.23%

Nextpower Inc 1.11% 0.97%

Ge Vernova Inc 0.95% 3.37%

Eaton Corp Plc 0.94% 4.86%

Amphenol Corp 0.93% 1.76%

Only in ELFY

Sterling Infrastructure Inc 1.75%

First Solar Inc 1.28%

Ies Holdings Inc 1.28%

Coherent Corp 1.23%

Applied Optoelectronics Inc 1.23%

Qnity Electronics Inc 1.20%

Argan Inc 1.20%

Sensata Technologies Holding Plc 1.19%

Only in POW

Delta Electronics Inc 5.82%

Prysmian SpA 4.22%

LS Electric Co Ltd 3.98%

Hyosung Heavy Industries Corp 3.85%

Bel Fuse Inc 3.42%

Siemens Energy AG 2.91%

Forgent Power Solutions Inc 2.66%

Hammond Power Solutions Inc 2.62%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

23% of the two portfolios are the same securities at the same weight.

Performance, window by window

	Total return		vs the S&P 500		vs the Nasdaq-100
Window	ELFY	POW	ELFY	POW	ELFY	POW
3 months	−11.6%	−13.0%	−14.1 pts	−15.6 pts	−13.7 pts	−15.2 pts
6 months	−2.8%	+5.5%	−19.7 pts	−11.5 pts	−29.6 pts	−21.4 pts
1 year	+8.7%	not published	−7.0 pts	not published	−15.1 pts	not published
Since launch ELFY Apr 2025 · POW Oct 2025	+49.7%	+28.5%	+1.9 pts	+16.3 pts	−17.2 pts	+11.1 pts

ELFY and POW over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

ELFY

ALPS Electrification Infrastructure ETF · Holds 108 stocks in electrification and the grid, 48% of its weight in S&P 500 companies

POW

VistaShares Electrification Supercycle ETF · Holds 54 stocks in electrification and the grid, 31% of its weight in S&P 500 companies

Issuer ALPS VistaShares

Theme Electrification and the grid Electrification and the grid

In the S&P 500 48.1% 31.3%

Active share vs the S&P 500 94.6% 97.8%

In the Nasdaq-100 3.1% 7.4%

Holdings 108 54

Top ten, share of the fund 13.9% 42.5%

Expense ratio 0.50% 0.75%

Fee for the differing part 0.53% 0.77%

Total return, 1 year +8.7% +28.5% (since launch on Oct 28, 2025)

vs the S&P 500 −7.0 pts +16.3 pts

vs the Nasdaq-100 −15.1 pts +11.1 pts

Below its high −15.2% −22.3%

Net assets $203m $62m

ELFY and POW on the same fields, as of Sep 30, 2026. Source: ETFIQ.

ELFY in plain words

By weight, 48% of ELFY's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 95%. The top ten holdings are 14% of the fund across 108 positions, as filed for May 31, 2026. Over the year to Sep 30, 2026 the fund returned +8.7% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 7.0 pts. It sits 15.2% below its all-time high of Jun 2, 2026.

POW in plain words

By weight, 31% of POW's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 42% of the fund across 54 positions, as published by its issuer for Oct 1, 2026. Since it launched on Oct 28, 2025 the fund returned +28.5% with distributions reinvested against +12.2% for the S&P 500, so a holder was ahead by 16.3 pts. It sits 22.3% below its all-time high of May 11, 2026.

Questions people ask

Do ELFY and POW hold the same stocks?: By their latest filings, 23% 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, ELFY or POW?: ELFY has 48% of its weight in S&P 500 names and POW has 31%, so POW differs more from the index.
Which is cheaper, ELFY or POW?: ELFY charges 0.50% a year and POW charges 0.75%, so ELFY is cheaper. Fees come from each fund's prospectus.

Other comparisons

ELFY vs JOUL ELFY vs COPA ELFY vs COPJ ELFY vs EMET POW vs GRID POW vs POWR POW vs TRFM POW vs VOLT

ELFY on its own →POW on its own →How every figure is computed →Standards and sources →

Where these figures came from

ELFY filings on SEC EDGAR ↗ELFY prospectus with the expense ratio (SEC) ↗ALPS website ↗POW filings on SEC EDGAR ↗POW prospectus with the expense ratio (SEC) ↗VistaShares page for POW ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.

Cite this page

ETFIQ, ELFY against POW, data as of Sep 30, 2026. https://etfiq.com/compare/themes/elfy-vs-pow

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.