AIS vs DRAM

VistaShares Artificial Intelligence Supercycle ETF · Roundhill Memory ETF

How much do they overlap?

18%

AIS and DRAM hold 8 of the same positions, making up this share of each fund by weight.

Measured across the 49 positions published for AIS and the 15 for DRAM. Where a provider caps that list, the real overlap can be higher.

Largest shared positions

Holding AIS DRAM
000660 6.38% 15.20%
MU 6.66% 2.63%
STX 2.38% 5.08%
SSNLF 1.91% 18.46%
SNDK 1.58% 3.97%
2408 1.30% 2.61%
FGXXX 1.14% 16.53%
WDC 1.13% 4.20%

What they cost

At least one of these funds does not disclose an expense ratio in our data, so we cannot state the difference.

Side by side

AIS DRAM
Issuer VistaShares Advisors LLC Roundhill Investments
Launched 2024-12-02 2026-04-01
Holdings 49 15
Fund size 911.3m 26.6bn
Domicile

Where they diverge — sectors

Sector AIS DRAM Difference
Technology 89.3% 100.0% -10.7
Industrials 10.4% 0.0% 10.4
Consumer Defensive 0.3% 0.0% 0.3

How they have tracked each other

Measured over the period both funds have existed: April 2, 2026 to Aug. 14, 2026 (93 trading days).

AIS 68.4%
DRAM 106.5%

Their daily moves correlate at 0.94.