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Data as of .

HLTH vs IGPT: which is really different?

HLTH and IGPT hold 2% of their weight in the same names.

Tema Healthcare AI ETF and Invesco AI and Next Gen Software ETF.

19.2%HLTH in the S&P 500
75.3%IGPT in the S&P 500
+15.8%HLTH total return, 1 year
+78.2%IGPT total return, 1 year

ETFIQ Off-Index Score: HLTH scores higher

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

HLTH 65.8IGPT 9.90.1, 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

HLTH81% of its weight is outside the S&P 500 · since launch to Sep 18, 2026
19%81%in the S&P 500of its weight outside the S&P 500active share 99% · top ten 50% of the fund · 32 holdings filed Sep 18, 2026 · Nasdaq-100: 12% in19%81%inoutside the S&P 500active share 99% · top ten 50% of the fund
IGPT25% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
75%25%of its weight in S&P 500 companiesoutside the S&P 500active share 79% · top ten 62% of the fund · 116 holdings filed Sep 19, 2026 · Nasdaq-100: 69% in75%25%in the S&P 500outsideactive share 79% · top ten 62% of the fund

2% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, HLTH and IGPT hold 2% of their money in the same securities at the same weight.

Positions HLTH and IGPT both hold, largest shared weight first
HoldingHLTHIGPT
INTUITIVE SURGICAL INC4.36%2.10%
Only in each
Only in HLTHOnly in IGPT
10X GENOMICS INC 7.67%Meta Platforms Inc 9.22%
TWIST BIOSCIENCE CORP 6.52%Advanced Micro Devices Inc 9.02%
ILLUMINA INC 5.44%NVIDIA Corp 8.55%
NATERA INC 5.11%Micron Technology Inc 8.03%
CYTOKINETICS INC 4.61%Alphabet Inc 7.69%
REVOLUTION MEDICINES INC 4.28%SK hynix Inc 4.33%
VERTEX PHARMACEUTICALS INC 4.08%Intel Corp 4.11%
COGENT BIOSCIENCES INC 4.04%Sandisk Corp 4.00%

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 19, 2026.

Performance, window by window

HLTH and IGPT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
HLTHIGPTHLTHIGPTHLTHIGPT
3 monthsnot published−8.1%not published−10.3 ptsnot published−5.6 pts
6 monthsnot published+61.7%not published+43.7 ptsnot published+37.5 pts
1 yearnot published+78.2%not published+61.6 ptsnot published+56.4 pts
3 yearsnot published+195.7%not published+117.3 ptsnot published+97.5 pts
Since launch+15.8%+1395.7%+13.7 pts+592.1 pts+14.0 pts−294.6 pts
Open the live comparison on ETFIQ
HLTH and IGPT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
HLTH
Tema Healthcare AI ETF
Holds 32 stocks in artificial intelligence, 19% of its weight in S&P 500 companies
IGPT
Invesco AI and Next Gen Software ETF
Holds 116 stocks in artificial intelligence, 75% of its weight in S&P 500 companies
IssuerTemaInvesco
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50019.2%75.3%
Active share vs the S&P 50099.2%79.2%
In the Nasdaq-10011.9%69.1%
Holdings32116
Top ten, share of the fund49.9%61.7%
Expense ratio0.75%0.57%
Fee for the differing part0.76%0.72%
Total return, 1 year+15.8% (since launch on Jul 21, 2026)+78.2%
vs the S&P 500+13.7 pts+61.6 pts
vs the Nasdaq-100+14.0 pts+56.4 pts
Below its high−2.1%−9.5%
Net assetsnot published$1.3bn

HLTH in plain words

By weight, 19% of HLTH's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 50% of the fund across 32 positions, as published by its issuer for Sep 18, 2026. Since it launched on Jul 21, 2026 the fund returned +15.8% with distributions reinvested against +2.0% for the S&P 500, so a holder was ahead by 13.7 pts.

IGPT in plain words

By weight, 75% of IGPT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 79%. The top ten holdings are 62% of the fund across 116 positions, as published by its issuer for Sep 19, 2026. Over the year to Sep 18, 2026 the fund returned +78.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 61.6 pts. It sits 9.5% below its all-time high of Jun 22, 2026.

Questions people ask

Do HLTH and IGPT hold the same stocks?
By their latest filings, 2% 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, HLTH or IGPT?
HLTH has 19% of its weight in S&P 500 names and IGPT has 75%, so HLTH differs more from the index.
Which is cheaper, HLTH or IGPT?
HLTH charges 0.75% a year and IGPT charges 0.57%, so IGPT 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.

HLTH against IGPT, 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, HLTH against IGPT, data as of Sep 18, 2026. https://etfiq.com/compare/themes/hlth-vs-igpt Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources