Defiance Quantum ETF

QTUM

Market cap $5.62B

Share declines for companies with an exclusive focus on quantum computing have been significant this year—D-Wave Quantum Inc. NYSE: QBTS has dropped a dismal 23% year-to-date (YTD), for instance, while even better-faring rivals like IonQ Inc. NYSE: IONQ are still down 5%. A perfect storm of threats from larger rivals (or up-and-coming new names), continued struggles with marketability and profit, and uneven revenue performance have prompted many companies in the space to slump.

The Commerce Department's $2 billion in planned CHIPS R&D funding for nine quantum companies, announced in May, gave the quantum computing trade something it lacked for a decade: a federal balance sheet behind it.

Anyone who bought IonQ (NYSE:IONQ | IONQ Price Prediction) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing.

President Trump's latest push into quantum computing is arriving at an interesting moment.

Both Defiance Quantum ETF (NYSEARCA:QTUM) and Invesco QQQ Trust (NASDAQ:QQQ) get pitched as ways to own the future of computing, but they are not interchangeable.

The first-ever autism ETF and the continued rise of quantum computing were both in the spotlight on this week's ETF Prime. Host Nate Geraci welcomed Sylvia Jablonski, chief investment officer of Defiance ETFs, to discuss the firm's latest launch and one of the market's top-performing funds.

Elon Musk's most fundamental advice to entrepreneurs looking to get investors to launch a new technology was to build a working prototype.

A $10,000 position in the Defiance Quantum ETF (NYSEARCA:QTUM) on the last trading day of 2025 was worth about $15,420 by the close on June 2, 2026, a 54.2% year-to-date move from a starting price of $109.44 to $168.76.

The quantum computing trade has shifted from a speculative bet to an identifiable, investable theme, and the three exchange-traded funds that best capture it each take a different angle on the same transition.

Quantum computing stocks surged last week after the U.S. Department of Commerce announced $2.013 billion in CHIPS and Science Act grants to nine quantum computing companies, marking one of the largest federal commitments ever made to the sector.