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Data as of .

KAIT vs PBOT: which is really different?

KAIT and PBOT hold 5% of their weight in the same names.

KraneShares Asia AI Technology ETF and Pictet AI & Automation ETF.

0.0%KAIT in the S&P 500
61.0%PBOT in the S&P 500
+3.8%KAIT total return, 1 year
+34.6%PBOT 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?

KAIT 91.8PBOT 13.60.1, 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

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
PBOT39% of its weight is outside the S&P 500 · 6 months to Sep 18, 2026
61%39%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 82% · top ten 53% of the fund · 44 holdings filed Jun 30, 2026 · Nasdaq-100: 52% in61%39%in the S&P 500outsideactive share 82% · top ten 53% of the fund

5% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, KAIT and PBOT hold 5% of their money in the same securities at the same weight.

Only in each
Only in KAITOnly in PBOT
TAIWAN SEMICONDUCTOR MANUFAC 6.16%ALPHABET INC-CL A 6.86%
SK HYNIX INC 5.67%KLA CORP 6.36%
SAMSUNG ELECTRONICS CO LTD 4.96%TAIWAN SEMICONDUCTOR-SP ADR 6.34%
ASIA VITAL COMPONENTS 4.30%BROADCOM INC 6.33%
ADVANTEST CORP 4.05%ASML HOLDING NV /EUR/ 5.77%
AURAS TECHNOLOGY CO LTD 3.71%SNOWFLAKE INC 4.73%
LAND MARK OPTOELECTRONICS 3.61%CROWDSTRIKE HOLDINGS INC - A 4.64%
HANMI SEMICONDUCTOR CO LTD 3.01%PALO ALTO NETWORKS INC 4.57%

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 Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

KAIT and PBOT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
KAITPBOTKAITPBOTKAITPBOT
3 monthsnot published+1.0%not published−1.2 ptsnot published+3.5 pts
6 monthsnot published+39.5%not published+21.4 ptsnot published+15.2 pts
Since launch+3.8%+34.6%+4.5 pts+18.0 pts+3.1 pts+13.9 pts
Open the live comparison on ETFIQ
KAIT and PBOT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
KAIT
KraneShares Asia AI Technology ETF
Holds 52 stocks in artificial intelligence, 0% of its weight in S&P 500 companies
PBOT
Pictet AI & Automation ETF
Holds 44 stocks in artificial intelligence, 61% of its weight in S&P 500 companies
IssuerKraneSharesPictet
ThemeArtificial intelligenceArtificial intelligence
In the S&P 5000.0%61.0%
Active share vs the S&P 500100.0%82.1%
In the Nasdaq-1000.0%52.2%
Holdings5244
Top ten, share of the fund40.6%52.6%
Expense rationot published0.70%
Fee for the differing partnot published0.85%
Total return, 1 year+3.8% (since launch on Aug 19, 2026)+34.6% (since launch on Oct 16, 2025)
vs the S&P 500+4.5 pts+18.0 pts
vs the Nasdaq-100+3.1 pts+13.9 pts
Below its high−1.1%−3.8%
Net assets$5m$14m

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.

PBOT in plain words

By weight, 61% of PBOT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 82%. The top ten holdings are 53% of the fund across 44 positions, as filed for Jun 30, 2026. Since it launched on Oct 16, 2025 the fund returned +34.6% with distributions reinvested against +16.5% for the S&P 500, so a holder was ahead by 18.0 pts.

Questions people ask

Do KAIT and PBOT hold the same stocks?
By their latest filings, 5% 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, KAIT or PBOT?
KAIT has 0% of its weight in S&P 500 names and PBOT has 61%, 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.

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

How every figure is computed · Standards and sources