ETF comparison

AIQ vs XLK

Thematic vs Technology.

Global X Artificial Intelligence & Technology ETF · State Street Technology Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
39.7 %

26 positions appear in both funds. Buying equal dollars of AIQ and XLK would leave roughly 39.7% of each dollar exposed to the same underlying securities.

AIQ only 60.2% Shared 39.7% XLK only 60.2%
In AIQ only
58 positions
Shared
26 positions
In XLK only
48 positions

Side by side

AIQ

Global X Artificial Intelligence & Technology ETF

Global X · Thematic

63 composite / 100
Expense ratio
0.68%
Net assets
$10.41B
TTM yield
0.07%
Top-10 conc.
35.6%
XLK

State Street Technology Select Sector SPDR ETF

State Street · Technology

83 composite / 100
Expense ratio
0.080%
Net assets
$123.91B
TTM yield
0.44%
Top-10 conc.
61.4%

Sub-score comparison

32
Cost
92
78
Tax efficiency
85
100
Liquidity
100
63
Concentration
27
Tracking quality
AIQ sub-score XLK

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

XLK is 60 bps cheaper than AIQ. On a $100,000 position that's about $600/yr more in fees for AIQ.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AIQ vs XLK.

Top shared holdings

26 shared in total
# Holding In AIQ In XLK Overlap
1 APPLE INC. 3.36% 13.63% 3.36%
2 MICRON TECHNOLOGY, INC. 3.27% 3.39% 3.27%
3 BROADCOM INC. 3.10% 5.37% 3.10%
4 NVIDIA CORPORATION 3.02% 15.50% 3.02%
5 MICROSOFT CORPORATION 2.75% 10.05% 2.75%
6 CISCO SYSTEMS, INC. 3.37% 2.73% 2.73%
7 PALANTIR TECHNOLOGIES INC. 2.61% 2.98% 2.61%
8 ADVANCED MICRO DEVICES, INC. 2.49% 2.95% 2.49%
9 ORACLE CORPORATION 2.57% 2.22% 2.22%
10 INTERNATIONAL BUSINESS MACHINES CORPORATION 2.19% 2.02% 2.02%
11 INTEL CORPORATION 2.22% 1.85% 1.85%
12 SALESFORCE, INC. 1.78% 1.56% 1.56%

Only in AIQ

58 total
  • Samsung Electronics Co., Ltd. 4.58%
  • SK hynix Inc. 4.53%
  • NETFLIX, INC. 3.63%
  • Taiwan Semiconductor Manufacturing Co., Ltd. 3.61%
  • META PLATFORMS, INC. 3.16%
  • ALPHABET INC. 2.98%
  • AMAZON.COM, INC. 2.83%
  • TESLA, INC. 2.83%
  • Tencent Holdings Limited 2.73%
  • Alibaba Group Holding Limited 2.57%

Only in XLK

48 total
  • Applied Materials Inc 2.42%
  • Lam Research Corp 2.38%
  • KLA Corp 1.72%
  • Texas Instruments Inc 1.57%
  • Analog Devices Inc 1.38%
  • Amphenol Corp 1.38%
  • Palo Alto Networks Inc 1.15%
  • Arista Networks Inc 1.13%
  • Intuit Inc 1.07%
  • Corning Inc 0.95%

Open AIQ or XLK at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.