Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t

6 hours ago 4

Jeremy Phillips

Mon, June 15, 2026 astatine 9:04 AM CDT 6 min read

Quick Read

AIQ bushed QQQ by 17 points past year, driven by SK Hynix's 211% instrumentality and Samsung, some of which are names nary US scale money tin access.
QQQ bets 10% connected NVDA and 52% connected conscionable 10 stocks; erstwhile NVDA fell 9% successful 1 month, AIQ's TSM holding roseate 6%.
NVIDIA's 85% gross maturation is already priced into a $5 trillion marketplace cap, making the broader AI proviso concatenation the cleaner introduction point.
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Here is simply a information that volition annoy anyone who has been told NVIDIA is the lone mode to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, portion the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA) itself, the expected lone AI commercialized worthy making, returned 42% implicit the aforesaid stretch.

A idiosyncratic with agelong brownish hair, smiling subtly, holds a glowing achromatic tablet with some hands, their close scale digit touching the screen. Above the tablet, a clump of agleam bluish circular integer icons floats successful a acheronian void. The cardinal and largest icon prominently displays 'ETF' successful achromatic text. Surrounding it are smaller icons depicting a slope building, a barroom graph, gears, a people with an arrow, and a fiscal illustration with a dollar sign. The idiosyncratic wears a acheronian apical with shiny accents and a golden ringing connected their finger, with a vibrant bluish glow emanating from the tablet and icons.

The handbasket bushed the chip. And it did truthful due to the fact that it owns AI stocks astir US investors cannot easy bargain connected their own. I person been studying AI ETFs for the amended portion of 2 years now, and AIQ is the 1 I support coming backmost to erstwhile idiosyncratic asks however to ain the AI build-out without betting the workplace connected a azygous ticker similar NVDA, Taiwan Semiconductor (NYSE:TSM), oregon Broadcom (NASDAQ:AVGO).

Why AIQ Stopped Tracking the Nasdaq

For astir of 2024, AIQ and QQQ traded similar twins. Then thing changed. According to the 247 Wall St. Best AI ETFs analysis, AIQ "stopped tracking the QQQ truthful intimately and began soundly beating it," driven by overseas holdings that nary Nasdaq tracker tin match. SK Hynix returned 211% successful 2025, Samsung returned 111%, and Taiwan Semiconductor returned 50%.

Those are the benignant of returns that crook a chart. And they are the benignant of names that are genuinely hard for a US brokerage relationship to touch. SK Hynix does not person a US-listed ADR. Samsung trades thinly connected OTC markets. You cannot get either done QQQ, you cannot get either done SPY, and you cannot get either done a emblematic S&P 500 money due to the fact that these indexes lone clasp American companies. AIQ does what an idiosyncratic capitalist fundamentally cannot: it walks into Seoul and Taipei and buys the representation and foundry companies that marque NVIDIA chips physically possible.

What Is Actually Inside the Fund

The apical 2 holdings are Samsung Electronics astatine astir 5% and SK Hynix conscionable down it. Taiwan Semiconductor sits adjacent 4%. NVIDIA, the banal everyone obsesses over, is lone astir 3% of the portfolio. Broadcom, Apple, and Cisco each beryllium astir 3%.

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