Prioritize **POWR, AIPO, $Spdr Select Indu(XLI.US)**, covering AI power + industrial automation + low fees + low taxes; below is a comparison of selected ETFs (as of 2026-02-11, USD denominated, including tax withholding/fees/annualized returns).

I. Core ETF Comparison (Best Fit for the Electrical Giants You Mentioned)

1. $iShares U.S. Power Infrastructure ETF(POWR.US) (iShares U.S. Infrastructure ETF)

- Management Fee: 0.40%

- Tax Withholding: Low dividend (~1.5%), 10% withholding tax (Chinese residents)

- Annualized (3-year): ~22%; YTD 2026: +12%

- Core Holdings: ETN, EMR, GE, ABB, $SCHN, Vertiv, Schneider

- Positioning: Purest AI power + electrical equipment, perfectly covering the giants you listed

- Suitable for: Long-term holding, seeking precise exposure

2. $Defiance AI & Power Infrastructure ETF(AIPO.US) (Defiance AI & Power Infrastructure ETF)

- Management Fee: 0.69% (relatively high)

- Tax Withholding: Dividend ~2%, 10% withholding tax

- Annualized (since inception ~1.5 years): ~45%; YTD 2026: +28%

- Core Holdings: ETN, EMR, Vertiv, data center + power equipment

- Positioning: Strongest AI + power theme, highest volatility

- Suitable for: High risk tolerance, capturing AI power surge

3. $Spdr Select Indu(XLI.US) (S&P Industrial ETF)

- Management Fee: 0.08% (extremely low)

- Tax Withholding: Dividend ~1.8%, 10% withholding tax

- Annualized (10-year): ~14%; 3-year: ~25%; YTD 2026: +10%

- Core Holdings: ETN, EMR, GE, ABB, SIEGY, SCHN

- Positioning: Broad industrial + electrical leaders, lowest fees, best liquidity

- Suitable for: Stable, long-term, low-cost allocation

4. $Themes Humanoid Robotics ETF(BOTT.US) (Robotics & Automation ETF)

- Management Fee: 0.68%

- Tax Withholding: Dividend ~1.2%, 10% withholding tax

- Annualized (3-year): ~30%; YTD 2026: +22%

- Core Holdings: EMR, SIEGY, $ABB, industrial automation leaders

- Positioning: AI + industrial automation, leaning towards manufacturing

- Suitable for: Bullish on AI empowering industrial automation

5. $Global X Data Center & Dgtl Infrs ETF(DTCR.US) (Global X Data Center Infrastructure ETF)

- Management Fee: 0.50%

- Tax Withholding: Dividend ~2.5%, 10% withholding tax

- Annualized (3-year): ~35%; YTD 2026: +20%

- Core Holdings: Data center REITs + power equipment (including Vertiv)

- Positioning: Data center + power, AI computing foundation

- Suitable for: Preferring REITs + power combination

II. Tax Withholding & Fee Overview (Key Points)

- Withholding Tax: Chinese residents buying U.S. ETFs have a uniform 10% dividend withholding tax (no exemption); no withholding tax on capital gains (self-report upon selling).

- Fee Ranking (Low → High): $Spdr Select Indu(XLI.US)(0.08%) < $iShares U.S. Power Infrastructure ETF(POWR.US)(0.40%) < $Global X Data Center & Dgtl Infrs ETF(DTCR.US)(0.50%) < $Themes Humanoid Robotics ETF(BOTT.US)(0.68%) < $Defiance AI & Power Infrastructure ETF(AIPO.US)(0.69%)

- Annualized Return Ranking (High → Low, 3-year): $Defiance AI & Power Infrastructure ETF(AIPO.US)(45%) > $Global X Data Center & Dgtl Infrs ETF(DTCR.US)(35%) > $Themes Humanoid Robotics ETF(BOTT.US)(30%) > $iShares U.S. Power Infrastructure ETF(POWR.US)(22%) > $Spdr Select Indu(XLI.US)(14%)

III. Quick Selection Suggestions

- ✅ Top Choice Combination: $iShares U.S. Power Infrastructure ETF(POWR.US)(60%) + $Spdr Select Indu(XLI.US)(40%)

- Reason: Covers all electrical giants + low fees + low tax + stable + volatile

- ✅ High Volatility: $Defiance AI & Power Infrastructure ETF(AIPO.US)(70%) + $iShares U.S. Power Infrastructure ETF(POWR.US)(30%)

- Reason: Strongest AI power volatility, suitable for high risk tolerance

- ✅ Ultimate Low Cost: $Spdr Select Indu(XLI.US)(100%)

- Reason: Lowest fees, best liquidity, optimal for long-term holding