SMH vs KAIT
YTDYear to date
Level
Past year
Level
Fee
SMH winslower fee
Yield
SMH wins+0.2 pts
AUM
SMH15307.8× more
2–0SMH wins
SMH and KAIT · year-to-date · as of Nov 4, 2026 · AUM not scored
KAIT vs S&P 500
YTD$20.48 · −1.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.2%−27.1%—————−15.7%
Peer average+1.1%−17.1%−11.0%+20.5%+15.3%+147.1%+88.1%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
KraneShares KAIT and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
KAIT’s Holdings
Today2330.TWTaiwan Semiconductor Manufac8.3%000660.KS5.4%6857.T5.3%005930.KS5.2%3017.TW4.4%3324.TWO4.0%3081.TWO3.4%8035.T2.9%042700.KS2.9%3037.TW2.8%3189.TW2.6%009150.KS2.6%6920.T2.4%4062.T2.4%2308.TW1.9%2449.TW1.9%222800.KQ1.8%403870.KQ1.8%6315.T1.8%2301.TW1.7%6871.T1.7%Other
2330.TWTaiwan Semiconductor Manufac8.3%000660.KS5.4%6857.T5.3%005930.KS5.2%3017.TW4.4%3324.TWO4.0%3081.TWO3.4%8035.T2.9%042700.KS2.9%3037.TW2.8%3189.TW2.6%009150.KS2.6%Other
SemiconductorsHardware, EquipmentComputer HardwareConsumer ElectronicsOther
KraneShares KAIT · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
All 100 AI & Semis ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VanEck SemiconductorReadDesk | 0.35% | 0.2% | +44.0% | +44.0% | $65.8B | |
| 2 | SOXX | SemiconductorReadDesk | 0.33% | 0.3% | +54.7% | +54.7% | $44.3B | |
| 3 | DRAM | Roundhill MemoryReadDesk | 0.65% | — | new | new | $18.7B | |
| 4 | AIQ | Global X - Artificial Intelligence & TechnologyReadDesk | 0.68% | 0.1% | +17.1% | +17.1% | $9.5B | |
| 5 | ARTY | Future AI & TechReadDesk | 0.47% | 0.1% | +39.5% | +39.5% | $3.6B | |
| 6 | BOTZ | Global X - Robotics & Artificial IntelligenceReadDesk | 0.68% | 0.5% | −10.7% | −10.7% | $3.0B | |
| 7 | SOXQ | PHLX SemiconductorReadDesk | 0.19% | 0.4% | +50.0% | +50.0% | $2.7B | |
| 8 | ALAI | Alger AI Enablers & AdoptersReadDesk | 0.58% | 1.3% | +13.9% | +13.9% | $2.5B | |
| 9 | XSD | State Street SPDR S&P SemiconductorReadDesk | 0.35% | 0.2% | +41.7% | +41.7% | $2.4B | |
| 10 | PSI | SemiconductorsReadDesk | 0.55% | 0.0% | +49.5% | +49.5% | $2.2B | |
| 11 | ARKQ | ARK Autonomous Technology & RoboticsReadDesk | 0.75% | 0.3% | −3.2% | −3.2% | $1.9B | |
| 12 | ROBO | ROBO Global Robotics and AutomationReadDesk | 0.95% | 0.4% | +7.4% | +7.4% | $1.9B | |
| 13 | CHAT | Roundhill Generative AI & TechnologyReadDesk | 0.75% | 2.3% | +25.7% | +25.7% | $1.5B | |
| 14 | IGPT | AI and Next Gen SoftwareReadDesk | 0.57% | — | +38.8% | +38.8% | $1.2B | |
| 15 | AIS | VistaShares Artificial Intelligence SupercycleReadDesk | 0.75% | — | +55.0% | +55.0% | $1.0B | |
| 16 | FTXL | First Trust Nasdaq SemiconductorReadDesk | 0.60% | 0.1% | +61.4% | +61.4% | $1.0B |
1–16 of 100Page 1 of 7
AI & Semis · current AUM · as of Nov 4, 2026
KAIT Payouts by Year
TodayKAIT pays no distribution.
KAIT’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VanEck Semiconductor ETFReadVersus | 0.35% | 0.2% | +2.0% | +44.0% | +43.3% | $65.8B | |
| 2 | SOXX | iShares Semiconductor ETFReadVersus | 0.33% | 0.3% | +2.5% | +54.7% | +52.2% | $44.3B | |
| 3 | DRAM | Roundhill Memory ETFReadVersus | 0.65% | — | +2.8% | new | new | $18.7B | |
| 4 | AIQ | Global X - Artificial Intelligence & Technology ETFReadVersus | 0.68% | 0.1% | +0.7% | +17.1% | +12.3% | $9.5B | |
| 5 | ARTY | iShares Future AI & Tech ETFReadVersus | 0.47% | 0.1% | +1.8% | +39.5% | +31.5% | $3.6B | |
| 6 | KAIT | KraneShares Trust - KraneShares Asia AI Technology ETFThis fund | 1.00% | — | −1.2% | new | new | $4.3M |
#97 cheapest of 100 · sorted by assetsOpen the Thematic table →
KAIT and its peer group · total return · as of Nov 4, 2026
Cards for This View
KAIT’s Top 10 Holdings
Today44.7%of KAIT sits in these 10
12330.TTaiwan Semiconductor Manufac8.30%
2000660Sk Hynix5.40%
36857.TAdvantest5.27%
4005930Samsung Electronics5.23%
53017.TAsia Vital Components4.36%
63324.TAuras Technology3.97%
73081.TLand Mark Optoelectronics3.44%
88035.TTokyo Electron2.95%
9042700Hanmi Semiconductor2.94%
103037.TUnimicron Technology2.84%
KraneShares KAIT · weight in the fund · as of Nov 3, 2026
KAIT’s Holdings
Today2330.TWTaiwan Semiconductor Manufac8.3%000660.KS5.4%6857.T5.3%005930.KS5.2%3017.TW4.4%3324.TWO4.0%3081.TWO3.4%8035.T2.9%042700.KS2.9%3037.TW2.8%3189.TW2.6%009150.KS2.6%6920.T2.4%4062.T2.4%2308.TW1.9%2449.TW1.9%222800.KQ1.8%403870.KQ1.8%6315.T1.8%2301.TW1.7%6871.T1.7%Other
2330.TWTaiwan Semiconductor Manufac8.3%000660.KS5.4%6857.T5.3%005930.KS5.2%3017.TW4.4%3324.TWO4.0%3081.TWO3.4%8035.T2.9%042700.KS2.9%3037.TW2.8%3189.TW2.6%009150.KS2.6%Other
SemiconductorsHardware, EquipmentComputer HardwareConsumer ElectronicsOther
KraneShares KAIT · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
KAIT vs Peer Average
YTDKAITAvsBPeer average
1D−1.2%+1.1%
1M−27.1%−17.1%
3M[…]−11.0%
YTD[…]+20.5%
1Y[…]+15.3%
3Y[…]+147.1%
5Y[…]+88.1%
0–2Peer average wins
99 AI & semis peers · each row scaled to its leader