Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

IVEP vs LQAI: which is really different?

IVEP and LQAI hold 4% of their weight in the same names.

Dan IVES Wedbush AI Power & Infrastructure ETF and LG QRAFT AI-Powered U.S. Large Cap Core ETF.

71.2%IVEP in the S&P 500
89.9%LQAI in the S&P 500
−2.5%IVEP total return, 1 year
+17.3%LQAI total return, 1 year

ETFIQ Off-Index Score: IVEP scores higher

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

IVEP 39.7LQAI 1.60.1, 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
LQAI10% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
90%10%of its weight in S&P 500 companiesoutsideactive share 62% · top ten 40% of the fund · 100 holdings filed Apr 30, 2026 · Nasdaq-100: 58% in90%10%of its weight in S&P 500 companies10% of its weight outside the S&P 500active share 62% · top ten 40% of the fund

4% 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 LQAI hold 4% of their money in the same securities at the same weight.

Positions IVEP and LQAI both hold, largest shared weight first
HoldingIVEPLQAI
KINDER MORGAN INC3.22%2.12%
WILLIAMS COMPANIES INC (THE)3.66%1.15%
COHERENT CORP3.22%0.53%
BLOOM ENERGY CORP4.98%0.18%
GE VERNOVA INC4.16%0.15%
Only in each
Only in IVEPOnly in LQAI
QUANTA SERVICES INC 4.31%NVIDIA CORP 5.99%
VERTIV HOLDINGS COMPANY 4.12%MICRON TECHNOLOGY INC 5.92%
SIEMENS ENERGY AG 4.11%TESLA INC 5.88%
EATON CORP PLC 4.07%SANDISK CORP 5.44%
NEXTERA ENERGY INC 3.94%MICROSOFT CORP 3.40%
SCHNEIDER ELECTRIC SE 3.91%AMAZON.COM INC 3.25%
MONOLITHIC POWER SYSTEMS INC 3.89%BROADCOM INC 2.85%
CONSTELLATION ENERGY CORP 3.88%APPLE INC 2.64%

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.

Performance, window by window

IVEP and LQAI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
IVEPLQAIIVEPLQAIIVEPLQAI
3 months−11.8%−3.4%−14.0 pts−5.6 pts−9.3 pts−0.9 pts
6 monthsnot published+20.9%not published+2.9 ptsnot published−3.3 pts
1 yearnot published+17.3%not published+0.8 ptsnot published−4.4 pts
Since launch−2.5%+88.0%−15.7 pts+7.2 pts−21.7 pts−8.7 pts
Open the live comparison on ETFIQ
IVEP and LQAI 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
LQAI
LG QRAFT AI-Powered U.S. Large Cap Core ETF
Holds 100 stocks in artificial intelligence, 90% of its weight in S&P 500 companies
IssuerWedbushQraft
ThemeAI infrastructure and chipsArtificial intelligence
In the S&P 50071.2%89.9%
Active share vs the S&P 50097.0%62.1%
In the Nasdaq-10011.3%58.2%
Holdings30100
Top ten, share of the fund41.4%40.4%
Expense ratio0.75%0.75%
Fee for the differing part0.77%1.21%
Total return, 1 year−2.5% (since launch on Apr 8, 2026)+17.3%
vs the S&P 500−15.7 pts+0.8 pts
vs the Nasdaq-100−21.7 pts−4.4 pts
Below its high−13.0%−4.2%
Net assets$9m$2m

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.

LQAI in plain words

By weight, 90% of LQAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 62%. The top ten holdings are 40% of the fund across 100 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +17.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 0.8 pts.

Questions people ask

Do IVEP and LQAI hold the same stocks?
By their latest filings, 4% 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 LQAI?
IVEP has 71% of its weight in S&P 500 names and LQAI has 90%, so IVEP differs more from the index.
Which is cheaper, IVEP or LQAI?
IVEP charges 0.75% a year and LQAI charges 0.75%, so IVEP 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.

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

How every figure is computed · Standards and sources