3 Straightforward ETF Plays to Build AI Exposure Into a Portfolio

Group 1: Tortoise AI Infrastructure ETF (TCAI) - TCAI aims to provide exposure to the AI industry through three components: energy, data centers, and technology infrastructure [2][4] - The fund has shown impressive returns of approximately 27% year-to-date (YTD) since its launch in August 2025, with an expense ratio of 0.65% [5] - TCAI currently has assets under management (AUM) of $79 million and a one-month average trading volume of under 38,000 [5] Group 2: Defiance AI & Power Infrastructure ETF (AIPO) - AIPO offers a broader perspective on AI infrastructure, tracking an index of companies in AI hardware, data centers, and power infrastructure [6] - AIPO has built up nearly $250 million in AUM since its launch in July 2025, with a one-month average trading volume of about 340,000 [7] - The fund has returned over 21% YTD, demonstrating strong performance compared to the broader market, with an expense ratio of 0.69% [7] Group 3: KraneShares Global Humanoid and Embodied Intelligence ETF (KOID) - KOID focuses on companies involved in humanoid robots and products with "embodied intelligence," intersecting AI, advanced materials, and machine learning [9][10] - The fund has returned more than 15% YTD and has an expense ratio of 0.69%, providing a modest dividend yield of 0.87% [11] - Analysts predict that this sector could reach $5 trillion in annual revenue by 2050, indicating significant growth potential [9]