The Defiance Quantum ETF (QTUM) has seen a 60% increase since July last year, benefiting from a broader rally in the S&P 500, which rose about 20%. However, QTUM's strategy has shifted towards diversified AI infrastructure, leading to a decline in direct quantum allocations. In contrast, the WQTM ETF is emerging as a stronger contender, offering higher quantum purity and concentrated exposure to sectors such as networking, photonics, and specialized computing. This concentrated approach aligns better with the current narrow leadership in the AI market, positioning WQTM for superior performance compared to QTUM's equal-weighted diversified strategy. Furthermore, WQTM balances long-term quantum optionality with immediate technology leadership, suggesting stronger risk-adjusted return potential moving forward. Overall, the gap in performance between QTUM and WQTM is expected to widen as WQTM capitalizes on these advantages.