Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTETF.com StaffFri, June 26, 2026 at 12:44 AM GMT+2 8 min readCompare Investments_SPHD vs SCHDIf you're searching for the best AI ETF in 2026, three funds dominate the conversation: CHAT (Roundhill Generative AI & Technology ETF), BOTZ (Global X Robotics & Artificial Intelligence ETF), and AIS (VistaShares Artificial Intelligence Supercycle ETF). All three carry the AI label but their 2026 returns could not be more different. One is up over 100%, one is up 73%, and one is down 7%. The gap tells you everything you need to know about how to pick an AI ETF.CHAT, BOTZ, and AIS all claim the artificial intelligence label. But beneath the shared branding, they hold almost entirely different companies, target different parts of the AI economy, and have produced returns that bear no resemblance to each other. Before putting money into any AI ETF, understanding what it actually owns is more important than what the name implies.CHAT vs BOTZ vs AIS: Key Facts at a GlanceCHATAISBOTZFull nameRoundhill Generative AI & Technology ETFVistaShares Artificial Intelligence Supercycle ETFGlobal X Robotics & Artificial Intelligence ETFIssuerRoundhill InvestmentsVistaSharesGlobal XExpense ratio0.75%0.75%0.68%AUM$2.11B$914.4M$3.42BLaunchedMay 2023December 2024September 2016Management styleActiveActive (aims to replicate BITA VistaShares Artificial Intelligence Supercycle Index)Index (Indxx Global Robotics & Artificial Intelligence Thematic Index)H1 2026 return+66%+122%+1%AI angleGenerative AI applications & platformsAI infrastructure & semiconductorsRobotics & physical automationAll data as of 06/24/26.CHAT vs BOTZ vs AIS: Holdings ComparisonThe performance gap starts to make sense the moment you look at the portfolios.CHAT is a concentrated active fund built around the generative AI ecosystem — the companies building, running, and commercializing large language models. Its top five holdings are NVIDIA (6.39%), SK hynix Inc (5.10%), Alphabet (5.04%), Knowledge Atlas Technology JSC (4.68%), and Broadcom (4.06%). It's a recognizable roll call of the companies the market most directly associates with the ChatGPT era: hyperscalers, chip designers, and AI application developers. If you want a portfolio that reads like "generative AI," CHAT delivers it.AIS takes a different bet entirely. Rather than owning the AI platforms themselves, it owns the infrastructure that AI runs on: semiconductors (SK hynix, Micron, AMD), power infrastructure (Vertiv Holdings, GE Vernova, Legrand), and data center supply chain. The fund's thesis — the "AI Supercycle" — is that the physical buildout required for AI compute represents a multi-year spending wave that benefits companies well outside Silicon Valley. Its industrial products sector alone represents nearly 14% of the portfolio. AIS doesn't own the AI. It owns the grid, the memory, and the cooling systems that AI can't run without.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info