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Data as of .

HLTH vs XAIX: which is really different?

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

Tema Healthcare AI ETF and Xtrackers Artificial Intelligence and Big Data ETF.

19.2%HLTH in the S&P 500
70.6%XAIX in the S&P 500
+15.8%HLTH total return, 1 year
+39.6%XAIX 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 65.8XAIX 5.40.1, 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
XAIX29% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
71%29%of its weight in S&P 500 companiesoutside the S&P 500active share 72% · top ten 53% of the fund · 91 holdings filed May 31, 2026 · Nasdaq-100: 50% in71%29%in the S&P 500outsideactive share 72% · top ten 53% 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 XAIX hold 0% of their money in the same securities at the same weight.

Only in each
Only in HLTHOnly in XAIX
10X GENOMICS INC 7.67%MICRON TECHNOLOGY INC 9.03%
TWIST BIOSCIENCE CORP 6.52%SAMSUNG ELECTRONICS CO LTD 8.32%
ILLUMINA INC 5.44%SK HYNIX INC 7.69%
NATERA INC 5.11%INTEL CORP 4.92%
CYTOKINETICS INC 4.61%CISCO SYSTEMS INC 4.13%
INTUITIVE SURGICAL INC 4.36%ALPHABET INC 4.00%
REVOLUTION MEDICINES INC 4.28%AMAZON.COM INC 3.86%
VERTEX PHARMACEUTICALS INC 4.08%APPLE INC 3.78%

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 May 31, 2026 and Sep 18, 2026.

Performance, window by window

HLTH and XAIX over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
HLTHXAIXHLTHXAIXHLTHXAIX
3 monthsnot published−1.3%not published−3.6 ptsnot published+1.1 pts
6 monthsnot published+41.6%not published+23.6 ptsnot published+17.3 pts
1 yearnot published+39.6%not published+23.0 ptsnot published+17.8 pts
Since launch+15.8%+101.2%+13.7 pts+54.6 pts+14.0 pts+38.8 pts
Open the live comparison on ETFIQ
HLTH and XAIX 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
XAIX
Xtrackers Artificial Intelligence and Big Data ETF
Holds 91 stocks in artificial intelligence, 71% of its weight in S&P 500 companies
IssuerTemaXtrackers
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50019.2%70.6%
Active share vs the S&P 50099.2%72.0%
In the Nasdaq-10011.9%50.2%
Holdings3291
Top ten, share of the fund49.9%53.0%
Expense ratio0.75%0.35%
Fee for the differing part0.76%0.49%
Total return, 1 year+15.8% (since launch on Jul 21, 2026)+39.6%
vs the S&P 500+13.7 pts+23.0 pts
vs the Nasdaq-100+14.0 pts+17.8 pts
Below its high−2.1%−4.9%
Net assetsnot published$174m

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.

XAIX in plain words

By weight, 71% of XAIX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 72%. The top ten holdings are 53% of the fund across 91 positions, as filed for May 31, 2026. Over the year to Sep 18, 2026 the fund returned +39.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 23.0 pts.

Questions people ask

Do HLTH and XAIX 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 XAIX?
HLTH has 19% of its weight in S&P 500 names and XAIX has 71%, so HLTH differs more from the index.
Which is cheaper, HLTH or XAIX?
HLTH charges 0.75% a year and XAIX charges 0.35%, so XAIX 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 XAIX, 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 XAIX, data as of Sep 18, 2026. https://etfiq.com/compare/themes/hlth-vs-xaix Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources