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Best Performing AI ETFs in 2025

3 min de leitura

The global leveraged and inverse ETP market in particular is rapidly growing, with AI-related products taking centre stage. By August 2025, asset managers had launched 112 new leveraged and inverse ETPs linked to individual AI related stocks, bringing the total to196 listed in the U.S alone.

Together, AI-related products now account for more than half of all assets under management in the leveraged ETP universe, highlighting the growing investor appetite as market participants increasingly seek to capitalize on the AI revolution.

AI ETFs vs. AI Stocks

Investing in AI-related ETFs offers a more balanced and diversified approach compared to picking individual AI stocks. While investing in companies leading the AI innovation can deliver strong returns when a company outperforms, they also expose investors to higher volatility and company-specific risks, such as earnings surprises, competitive pressures, or regulatory hurdles.

AI ETFs, on the other hand, spread exposure across multiple leaders and innovators within the AI ecosystem, from chipmakers and cloud providers to software and robotics firms. This diversification helps smooth out performance fluctuations while still capturing the broader upside of the AI megatrend.

Best AI ETFs in 2025: Leveraged ETPs Take the Lead

It has been a great year for the vast majority of AI-related ETFs. The segment as a whole has rallied strongly year-to-date (YTD), delivering double digit returns, and broadly outperforming the tech-heavy Nasdaq 100 index. While just a few, such as the Amundi MSCI Robotics & AI ETF and the Global X Robotics & Artificial Intelligence ETF lagged behind the Nasdaq 100’s 17% YTD gain, most peers have significantly outperformed it.

Here is a list of the best performing AI ETFs this year:

The Standout Performer: LS +3x Long Artificial Intelligence ETP

Standing out by a wide margin, is the Leverage Shares +3x Long Artificial Intelligence ETP, surging more than 120% YTD. The ETP offers a 360° exposure to the AI sector, with balanced allocations across semiconductor manufacturers, cloud infrastructure providers, and software innovators. The product holds 13 of the world’s leading AI and semiconductor companies, which are at the forefront of the AI revolution. It’s holdings collectively capture the entire AI value chain in a single product.

The stellar rally of the ETP highlights the strength of the individual constituents and the power of leverage. 11 of its 13 holdings have posted robust gains, with only Apple (-0.68% YTD) and Amazon (-2.38% YTD) scoring negative returns, highlighting the widespread dominance of AI-driven growth across the sector.

Source: Leverage Shares. Holdings of +3x Long Artificial Intelligence ETP.

Growth Drivers and Market Outlook

Structural tailwinds including explosive demand for compute power, monetization of AI services, enterprise adoption, and continuous innovation in AI technologies, underpin the sector’s growth potential. These factors suggest that the AI related ETFs could continue to drive robust returns in the years ahead.

However, following a sharp rally in technology stocks, investors are increasingly questioning whether the momentum can be sustained in the near term. The current earnings season is unfolding against a backdrop of policy uncertainty, with trade tariffs and the U.S. government shutdown disrupting key economic data. As a result, corporate earnings and outlook statements would determine the near term outlook for the sector. With analysts’ upgrades slowing and the S&P 500 trading above 22 times forward earnings, expectations remain elevated, leaving little room for disappointment.

Despite stretched valuations and an anticipated slowdown among major tech firms, lower forecasts could pave the way for upside surprises, particularly in AI-driven demand and capital spending. Encouragingly, TSMC’s recent earnings results have boosted confidence in the AI outlook.

TSMC raised its sales outlook again after beating profit forecasts, citing strong demand for AI chips and new iPhones. Despite geopolitical risks and expected softer Chinese demand next year, the company plans to boost capital spending to expand capacity. The update reassured investors that the AI spending boom still has momentum, even as valuations across the tech sector draw comparisons to past bubbles.

Key Takeaways

  • AI ETFs provide diversified exposure across the entire AI ecosystem, reducing single-stock risk.
  • Leveraged AI ETPs, like the +3x Long Artificial Intelligence ETP, are delivering strong gains in 2025.
  • AI-linked products dominate the leveraged ETFs market, reflecting surging investor demand and sector growth.

Professional investors looking for magnified exposure to the AI sector may consider Leverage Shares +3x Long Artificial Intelligence or -3x Short Artificial Intelligence ETPs.