Question · Thematic ETFs

Is there an AI infrastructure and chips ETF?

Yes.

ETFIQ covers 11 AI infrastructure and chips ETFs as of Oct 20, 2026. The largest is AIPO at $845m. The cheapest is AIHY at 0.37%.

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How much of a AI infrastructure and chips fund is already in the S&P 500 decides how much of it is new exposure. Across these 11 funds the median is 62.9% of the weight. The rest is what you are buying that an index fund does not already hold.

Concentration is the other thing to read. The median AI infrastructure and chips ETF here holds 56.8% of its weight in its top ten positions. That is what a theme fund does: it buys a shortlist, not a market.

ETFIQ files a fund under a theme editorially, from what the fund holds rather than from its name, and every figure on this page is the one its AI infrastructure and chips hub prints.

On ETFIQ today

On ETFIQ today
TickerFundIssuerNet assetsFeeIn the S&P 500
AIPODefiance AI & Power Infrastructure ETFDefiance$845m0.69%65.7%
TCAITortoise AI Infrastructure ETFTortoise$217m0.65%62.9%
CHPXGlobal X AI Semiconductor & Quantum ETFGlobal X$125m0.50%58.4%
IVEPDan IVES Wedbush AI Power & Infrastructure EWedbush$19m0.75%67.0%
AIHYDefiance AI Hyperscale Leaders ETFDefiance$17m0.37%not published
CAPADefiance AI Capacitors & MLCC ETFDefiance$4m0.71%holds a swap
COOLVegaShares AI Thermal, Cooling & Power ManagVegaShares$1m0.75%not yet filed
CGPTVegaShares AI Inference ETFVegaShares$1m0.75%not yet filed
AINFDefiance Inference AI Chip ETFDefiance$442,5740.65%35.2%
KSMHxETFs Korea AI Semiconductor ETFxETFsnot read by ETFIQ0.65%not yet filed
PHOXAura AI Photonics ETFAuranot read by ETFIQ0.60%not yet filed
Answered from ETFIQ data as of Oct 20, 2026.
Where these figures came from

ETFIQ links to the documents behind every figure; a link is not an endorsement. ETFIQ is an independent publisher and makes no recommendations. Standards and sources →

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ETFIQ, Is there an AI infrastructure and chips ETF?, data as of Oct 20, 2026. https://etfiq.com/questions/is-there-a-ai-infra-etf

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