Barry, OppHub America Desk · · Source: yahoo-big4-etfs
AI ETFs Outperform Nasdaq: IGPT, CHAT Lead Gains
This story does not contain specific investment vehicles to name. NFA.
Based on reporting from yahoo-big4-etfs.
Three AI-focused exchange-traded funds, including IGPT and CHAT, have surpassed the Nasdaq 100's performance this year by holding international chipmakers not included in the index. These ETFs offer U.S. investors exposure to the AI boom without concentrating on single stocks, demonstrating a broader strategy for capturing tech sector growth.
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Several AI-themed exchange-traded funds are demonstrating strong performance, outpacing the Nasdaq 100 index. The Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT) and the Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT) have delivered significant year-to-date gains, with IGPT reaching approximately 47% and CHAT around 39%. These funds have beaten the Nasdaq 100's 11% rise in 2026. The outperformance is attributed to the inclusion of international chip suppliers like Samsung and Taiwan Semiconductor Manufacturing Co., which are not part of the Nasdaq 100 but are crucial to the artificial intelligence capital expenditure cycle.
IGPT, which tracks the STOXX World AC NexGen Software Development index, has gained about 73% over the past year, significantly ahead of the Nasdaq 100's 20% one-year return. CHAT has seen gains of roughly 65% over the past year. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is also noted for its performance. These ETFs typically limit their largest holdings to around 7% of assets, diversifying risk compared to index funds that may be heavily concentrated in a few mega-cap technology stocks.
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Story playbook
A pre-built map of what to watch — stocks, ETFs, and educational next steps. Not personalized advice.
Snapshot date: August 3, 2026 at 1:25 PM ET
This playbook was built when the story published and is not live-updated. Prices, news, and risk can change after this date — treat it as a starting map, not a current trade ticket.
Story → money map
AI semiconductor supply chain
Special technology funds that invest in artificial intelligence are beating standard stock market indexes. Investors care because these funds include overseas chip companies that drive the global tech boom.
What changed
Specialized AI exchange-traded funds outpaced the Nasdaq 100 due to holdings in international semiconductor suppliers.
Who wins / who loses
Global chip manufacturers and diversified AI funds benefit, while overly concentrated domestic tech indexes lag relative performance.
Time horizon
Think in terms of the next few months.
Confidence & best fit
high confidence · Long-term investor
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
- $IGPT — A basket of software and chip stocks focused on artificial intelligence.
- $CHAT — A fund specifically targeting companies building artificial intelligence tools.
- $AIQ — An exchange-traded fund holding a wide variety of technology and AI businesses.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $TSMBuild slowly — only if it fits your plan
The main factory making advanced computer chips for the entire world.
View $TSM chart → · End-of-day delayed data
Peer
- $NVDAWatch — track, don’t rush
The leading American designer of artificial intelligence computer chips.
View $NVDA chart → · End-of-day delayed data
Second-order
- $AMDWatch — track, don’t rush
A major competitor making similar processing chips.
View $AMD chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Direction: bullish · Style: Bullish defined-risk call idea · Level: intermediate
Beginners should skip options and buy shares of the funds directly to avoid losing money if tech stocks drop.
Income / OppHub America angle
Not a trade tip — ways to use the insight outside the market.
- Research global semiconductor supply chains and international stock exchanges.
What would break this thesis
- A sharp slowdown in artificial intelligence capital expenditure budgets or global supply chain disruptions.
What to do next on OppHub America
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Important
Not financial advice. OppHub America playbooks are educational market maps only — not recommendations to buy, sell, or hold any security. Markets move fast; information can be wrong or outdated. Trade and invest at your own risk. Do your own research or consult a licensed advisor.
Based on reporting from yahoo-big4-etfs.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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