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Data as of .

HLTH vs KAIT: which is really different?

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

Tema Healthcare AI ETF and KraneShares Asia AI Technology ETF.

19.2%HLTH in the S&P 500
0.0%KAIT in the S&P 500
+15.8%HLTH 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?

HLTH 65.8KAIT 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

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
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, HLTH and KAIT hold 0% of their money in the same securities at the same weight.

Only in each
Only in HLTHOnly in KAIT
10X GENOMICS INC 7.67%TAIWAN SEMICONDUCTOR MANUFAC 6.16%
TWIST BIOSCIENCE CORP 6.52%SK HYNIX INC 5.67%
ILLUMINA INC 5.44%SAMSUNG ELECTRONICS CO LTD 4.96%
NATERA INC 5.11%ASIA VITAL COMPONENTS 4.30%
CYTOKINETICS INC 4.61%ADVANTEST CORP 4.05%
INTUITIVE SURGICAL INC 4.36%AURAS TECHNOLOGY CO LTD 3.71%
REVOLUTION MEDICINES INC 4.28%LAND MARK OPTOELECTRONICS 3.61%
VERTEX PHARMACEUTICALS INC 4.08%HANMI SEMICONDUCTOR CO LTD 3.01%

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.

Performance, window by window

HLTH 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
HLTHKAITHLTHKAITHLTHKAIT
Since launch+15.8%+3.8%+13.7 pts+4.5 pts+14.0 pts+3.1 pts
Open the live comparison on ETFIQ
HLTH and KAIT 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
KAIT
KraneShares Asia AI Technology ETF
Holds 52 stocks in artificial intelligence, 0% of its weight in S&P 500 companies
IssuerTemaKraneShares
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50019.2%0.0%
Active share vs the S&P 50099.2%100.0%
In the Nasdaq-10011.9%0.0%
Holdings3252
Top ten, share of the fund49.9%40.6%
Expense ratio0.75%not published
Fee for the differing part0.76%not published
Total return, 1 year+15.8% (since launch on Jul 21, 2026)+3.8% (since launch on Aug 19, 2026)
vs the S&P 500+13.7 pts+4.5 pts
vs the Nasdaq-100+14.0 pts+3.1 pts
Below its high−2.1%−1.1%
Net assetsnot published$5m

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.

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 HLTH 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, HLTH or KAIT?
HLTH has 19% 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.

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

How every figure is computed · Standards and sources