Three AI-themed ETFs—CHAT, BOTZ, and AIS—have delivered starkly different returns in the first half of 2026, with AIS up 122%, CHAT up 66%, and BOTZ up just 1%. The divergence stems from their distinct portfolios: CHAT focuses on generative AI platforms and applications, AIS targets AI infrastructure like semiconductors and power systems, and BOTZ holds robotics and industrial automation companies. AIS benefited from surging AI infrastructure spending, while BOTZ was weighed down by sluggish manufacturing investment cycles. All three charge similar fees, making portfolio construction the decisive factor for investors.
Advanced Micro Devices IncAIS ETF, which includes AMD, surged 122% due to AI infrastructure spending, implying strong demand for AMD's AI chips.
NVIDIA CorporationAIS ETF, which includes NVIDIA, surged 122% due to AI infrastructure spending, implying strong demand for NVIDIA's AI chips.