The AI infrastructure ETFs that returned most
Funds sold on one theme can hold different companies, so a year apart at the top and the bottom of this list is a difference in what they own rather than in the theme.
| # | Ticker | Fund | Total return, 1Y ↓ | vs the S&P 500 | Weight in S&P 500 companies | Fee |
|---|---|---|---|---|---|---|
| 1 | CHPX | Global X AI Semiconductor & Quantum ETF | +98.8% | +82.5 pts | 62.1% | 0.50% |
| 2 | TCAI | Tortoise AI Infrastructure ETF | +56.7% | +40.5 pts | 63.2% | 0.65% |
| 3 | AIPO | Defiance AI & Power Infrastructure ETF | +24.2% | +8.0 pts | 63.0% | 0.69% |
Method
The 3 of 11 ETFs in the ai infrastructure and chips theme with a full year of trading, highest first, each over the same year to Oct 2, 2026 with distributions reinvested. Across the funds listed here the one year total return runs from 24.2% to 98.8%. A year is a year. It says what happened and nothing about what happens next. The ranking is the published field sorted, nothing else: no scoring, no weighting and no view on any fund. Every fund ETFIQ covers in this category is eligible, including funds that have closed, because leaving them out would flatter the category.
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ETFIQ, The AI infrastructure ETFs that returned most, ranked by total return with distributions reinvested, data as of Oct 2, 2026. https://etfiq.com/rankings/themes-best-year-ai-infra
Free to use with attribution; the underlying files are at Open data.
Cite this page. ETFIQ, The AI infrastructure ETFs that returned most, ranked by total return with distributions reinvested, data as of Oct 2, 2026. https://etfiq.com/rankings/themes-best-year-ai-infra Free to use with attribution; the underlying files are at Open data.
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