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AIPO vs RACK

Defiance AI & Power Infrastructure ETF

AIPOCNasdaq

VanEck Data Center Supply Chain ETF

RACKACboe

Overlap

Expense ratio

RACK −0.19pt a year

AIPO0.69%RACK0.50%

Avg volume · 30D

AIPO 35.1×the volume

AIPO1.33MRACK38K

AIPO vs RACK Performance

Jul 31, 2026 – Oct 30, 2026

−13.8%AIPO−6.1%RACK

Jul 31, 2026 to Oct 30, 2026. AIPO −13.8%. RACK −6.1%. Use the arrow keys to read each point.−10%0%5%10%Jul 2026Sep 2026Oct 2026
Expense ratio
AIPO 0.69%
RACK 0.50%, better
Fund size
AIPO $823M
RACK $71M
1Y total return
AIPO −2.2%
RACK No data
Holdings
AIPO 87
RACK 52
Avg volume (30D)
AIPO 1.33M sh, better
RACK 38K sh
NAV per share
AIPO $24.67
RACK $43.07
52W range

ETF.net Grade

AIPO: Cost 34, Risk 49, Mission 43, Tradability 92, Holdings 52, Durability 78. RACK: Cost 82, Risk 43, Mission not scored, Tradability 71, Holdings 79, Durability 64.
Pillar letters and Scores for AIPO, RACK, with each pillar’s weight
PillarAIPORACK
Cost30% weightD34A82Higher
Mission25% weightC43Not scored
Risk15% weightC49HigherC43
Tradability15% weightA92HigherA71
Holdings10% weightC52A79Higher
Durability5% weightA78HigherB64

Rank among AI Data Infrastructure funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AIPO and RACK are both graded against the same 11 AI Data Infrastructure funds, so their Grades compare head to head.

AI Data Infrastructure⁠

Category · 11 funds
See all 11 ›

RACK ranks 3rd and AIPO 5th of 11 funds in the AI Data Infrastructure Category.

  1. Rank 1AWTAIWisdomTree Artificial Intelligence and Innovation FundScore 78
  2. Rank 2ADTCRGlobal X Data Center & Digital Infrastructure ETFScore 75
  3. Rank 3ARACKVanEck Data Center Supply Chain ETFScore 70
  4. Rank 4BTCAITortoise AI Infrastructure ETFScore 55
  5. Rank 5CAIPODefiance AI & Power Infrastructure ETFScore 53
  6. Rank 6CNCLDRoundhill Neocloud ETFScore 46

Our read on each fund

ETF.net Research

AIPOCDefiance AI & Power Infrastructure ETF

RACKAVanEck Data Center Supply Chain ETF

In short

AIPO AI runs on electricity, and AIPO owns both ends of the wire: the compute buildout and the US power infrastructure feeding it. Roughly 80 US-listed names, chosen by a revenue test rather than a vague theme label.

RACK No data

Stated mandate

AIPO The fund seeks to track, before fees and expenses, the performance of the MarketVectorTM US Listed AI and Power Infrastructure Index. Under normal circumstances, at least 80% of assets are invested in securities of companies meeting the fund’s AI and power-infrastructure revenue test.

RACK No data

Why people hold it

  • AIPO Buys the picks and the power plant, not just the picks. At least 80% of assets must sit in companies passing the fund's AI and power-infrastructure revenue test.defianceetfs.com
  • Rules-based, not vibes-based: it tracks the MarketVector US Listed AI and Power Infrastructure Index, so the basket follows published index rules rather than a manager's hunch.
  • Roughly 80 stocks spread across chips, data centers and the utilities and equipment behind them, so no single name carries the whole theme.
  • One of the easier funds in this AI-infrastructure group to get in and out of, and it stands in the upper half of that peer set on our review.

RACK No data

Worth knowing

  • AIPO 0.69% a year puts it at the pricier end of this niche, where several rivals (AIVC, DAT, XDAT) charge less for their own AI-infrastructure spin.
  • Launched in 2025, so the record is short and there's no full market cycle to judge it against yet.
  • One theme, one country. A US-listed AI and power basket moves with that story, not the broad market, and payouts come annually or semiannually.

RACK No data

Full AIPO profile⁠

Full RACK profile⁠

AIPO vs RACK Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AIPO vs RACK Cost

Overpaying AIPO vs RACK

$3,450

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AIPO 0.69%

    $13,429

  • RACK 0.50%

    $9,979

$10,000
30 years

Cost over time

  • AIPO 0.69%
  • RACK 0.50%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530AIPO $13,429RACK $9,979

Year by year

YearAIPORACKOverpaying
10$1,232$900$332
20$4,697$3,460$1,237
30$13,429$9,979$3,450

Expense ratio

  • 0.69%AIPO
  • 0.50%RACK, cheaper
  • Middle half of AI Data Infrastructure funds
  • Median 0.65%

RACK 2nd cheapest of 11 funds

AIPO 8th cheapest of 11 funds

AIPO vs RACK Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
AIPO No data
RACK None
Last payment
AIPO $0.003
RACK No data
Ex-dividend
AIPO Dec 30, 2025
RACK No data
Paid on
AIPO Dec 31, 2025
RACK No data
Frequency
AIPO Irregular
RACK No data

Distribution history

Per share, 2025 to 2026, same scale for both

AIPOIrregular · 1 paymentAll AIPO payments⁠
One bar per payment. 1 payment from 2025 to 2026 YTD. Dec 30, 2025 $0.003. Use the arrow keys to read each point.$0$0.00252026YTD
RACKAll RACK payments⁠

No distribution history available.

AIPO vs RACK Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AIPO 36.6%since Aug 2025RACK No data
Return per unit of riskSharpe ratio, 3 years
AIPO 0.46since Aug 2025RACK No data
Worst fallMax drawdown, 5 years
AIPO −30.9%since Jul 2025RACK No data
Market sensitivityBeta, 5 years
AIPO 1.98RACK 2.45

AIPO and RACK in the news

All news⁠

Popular comparisons

  • AIPOCvsWTAIA

    Defiance AI & Power Infrastructure ETF · WisdomTree Artificial Intelligence and Innovation Fund

    Expense ratio
    0.69% · 0.45%
    Category
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  • RACKAvsWTAIA

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    Expense ratio
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  • RACKAvsTCAIB

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    Expense ratio
    0.50% · 0.65%
    Category
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