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Data as of .

IVEP vs KAIT: which is really different?

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

Dan IVES Wedbush AI Power & Infrastructure ETF and KraneShares Asia AI Technology ETF.

71.2%IVEP in the S&P 500
0.0%KAIT in the S&P 500
−2.5%IVEP 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?

IVEP 39.7KAIT 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

IVEP29% of its weight is outside the S&P 500 · 3 months to Sep 18, 2026
71%29%of its weight in S&P 500 companiesoutside the S&P 500active share 97% · top ten 41% of the fund · 30 holdings filed Apr 30, 2026 · Nasdaq-100: 11% in71%29%in the S&P 500outsideactive share 97% · top ten 41% 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, IVEP and KAIT hold 0% of their money in the same securities at the same weight.

Only in each
Only in IVEPOnly in KAIT
BLOOM ENERGY CORP 4.98%TAIWAN SEMICONDUCTOR MANUFAC 6.16%
QUANTA SERVICES INC 4.31%SK HYNIX INC 5.67%
GE VERNOVA INC 4.16%SAMSUNG ELECTRONICS CO LTD 4.96%
VERTIV HOLDINGS COMPANY 4.12%ASIA VITAL COMPONENTS 4.30%
SIEMENS ENERGY AG 4.11%ADVANTEST CORP 4.05%
EATON CORP PLC 4.07%AURAS TECHNOLOGY CO LTD 3.71%
NEXTERA ENERGY INC 3.94%LAND MARK OPTOELECTRONICS 3.61%
SCHNEIDER ELECTRIC SE 3.91%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 Apr 30, 2026 and Sep 18, 2026.

Performance, window by window

IVEP 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
IVEPKAITIVEPKAITIVEPKAIT
3 months−11.8%not published−14.0 ptsnot published−9.3 ptsnot published
Since launch−2.5%+3.8%−15.7 pts+4.5 pts−21.7 pts+3.1 pts
Open the live comparison on ETFIQ
IVEP and KAIT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF
Holds 30 stocks in aI infrastructure and chips, 71% 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
IssuerWedbushKraneShares
ThemeAI infrastructure and chipsArtificial intelligence
In the S&P 50071.2%0.0%
Active share vs the S&P 50097.0%100.0%
In the Nasdaq-10011.3%0.0%
Holdings3052
Top ten, share of the fund41.4%40.6%
Expense ratio0.75%not published
Fee for the differing part0.77%not published
Total return, 1 year−2.5% (since launch on Apr 8, 2026)+3.8% (since launch on Aug 19, 2026)
vs the S&P 500−15.7 pts+4.5 pts
vs the Nasdaq-100−21.7 pts+3.1 pts
Below its high−13.0%−1.1%
Net assets$9m$5m

IVEP in plain words

By weight, 71% of IVEP's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 41% of the fund across 30 positions, as filed for Apr 30, 2026. Since it launched on Apr 8, 2026 the fund returned −2.5% with distributions reinvested against +13.2% for the S&P 500, so a holder was behind by 15.7 pts. It sits 13.0% below its all-time high of May 6, 2026.

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 IVEP 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, IVEP or KAIT?
IVEP has 71% 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.

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

How every figure is computed · Standards and sources