Quantum computing stocks saw a sharp move this week. Names like IonQ Inc. (IONQ), Rigetti Computing Inc. (RGTI), and D-Wave Quantum Inc. (QBTS) all posted strong gains after Nvidia Corporation (NVDA) introduced its new Ising model.
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New trading tool for LRCX bullsThat update helped shift sentiment. As Nvidia noted, the goal is “accelerating progress toward practical quantum computing.” As a result, investors moved quickly into the space.
Still, as the earlier rally showed, the gap between promise and profit remains wide. Many of these firms report low revenue and ongoing losses. Enter the Defiance Quantum ETF (QTUM).
A More Diversified Approach
In that context, the Defiance Quantum ETF (QTUM) offers a different way to gain exposure.
Unlike pure-play quantum stocks, QTUM holds a broad mix of 84 companies. Its top positions include Teradyne Inc. (TER), Nokia Corporation (NOK), and Lam Research Corporation (LRCX). In addition, about 76% of the fund is tied to the technology sector.
These firms are not building quantum systems directly. Instead, they support the hardware, chips, and networks that the field depends on.
As a result, QTUM acts more like an infrastructure play. It benefits from growth in AI, semiconductors, and high-performance computing, not just quantum progress alone.
Lower Risk, More Stability
This structure leads to a different risk profile. QTUM has gained about 75% over the past year and around 11% year-to-date. However, it has not matched the sharp spikes seen in smaller quantum stocks.
At the same time, that works both ways. Investors are unlikely to see 200% upside in the short run. However, they are also less exposed to steep 80% drawdowns.
Overall, QTUM may appeal to investors seeking exposure to the theme but who prefer a more balanced, stable path.
Over the past year, QTUM has also drawn steady investor interest, with about $2 billion in net inflows, suggesting that investors are choosing a more diversified and stable way to gain exposure to the quantum theme.
