Markets · Year to date · 5,803 US ETFs

Every ETF, every strategy,
on the big screen

Open the desk

Story of the Week

Week of Nov 2–4, 2026
−20%0%+20%Jan 1Nov 4Sectors+12.4%US Stock Styles+12.2%Low-Cost Core+12.1%International+9.2%Income+8.5%Thematic+7.7%Defined Outcome+7.4%Commodities+7.2%Bonds & Cash+0.3%Thematic Income−1.3%Leveraged−15.6%Crypto−20.4%Single-Stock−25.0%New LaunchesnewAverage fund in each bucket · YTDEvery bucketYTDThe whole market5,803 ETFs · 14 buckets · average fund in eachThis week: [this week]$16.40TAUM in all US ETFsToday
02 / 04

The Whole ETF Market

YTD
Strategies · 8Average fund · largest funds by AUM
Asset classes · 6
End-of-day Nov 4, 2026 · average fund per bucket, largest funds inside
@TheETFTracker·theetftracker.com

Four Ways into the Market

Each opens its full table, or the same slice in the desk.

ETF Strategies

YTD
StrategyETFsYTD ▼
Low-Cost Core73+12.1%
Income582+8.5%
Thematic268+7.7%
Thematic Income51−1.3%
Leveraged795−15.6%
Crypto146−20.4%
Single-Stock Leverage391−25.0%
New Launches250New
Nov 4, 2026Open table →
@TheETFTracker·theetftracker.com

ETF Asset Classes

YTD
Average fund · YTD
Sectors $963.9B+12.4%
US Stock Styles $3.16T+12.2%
International $2.28T+9.2%
Defined Outcome $101.3B+7.4%
Commodities $383.4B+7.2%
Bonds & Cash $2.63T+0.3%
Nov 4, 2026Open table →
@TheETFTracker·theetftracker.com

Thematic ETF Movers

YTD
Leaders · Thematic
WCBRWisdomTree+62.6%
FTXLFirst Trust+61.4%
CHPSXtrackers+57.8%
AISVistaShares+55.0%
Laggards · Thematic
LITPSprott−43.0%
ILITiShares−36.4%
URNJSprott−33.9%
KWEBKraneShares−31.6%
Nov 4, 2026Open table →
@TheETFTracker·theetftracker.com

This Year So Far

Top 8 Thematic ETFs

YTD
Average fund+7.7%
By assets+21.8%
Past year+4.1%
Today+0.8%
ETFs268
#TickerFundTrendTodayYTD ▼1YAssets
1WCBRWisdomTree Cybersecurity Fund+0.7%+62.6%+44.0%$227M
2FTXLFirst Trust Nasdaq Semiconductor ETF+2.5%+61.4%+65.9%$1.0B
3CHPSXtrackers Semiconductor Select Equity ETF+1.6%+57.8%+60.4%$127M
4AISVistaShares Artificial Intelligence Supercycle ETF+2.8%+55.0%+46.0%$1.0B
5SOXXiShares Semiconductor ETF+2.5%+54.7%+52.2%$44.3B
6BUGGlobal X - Cybersecurity ETF+0.8%+53.7%+36.2%$2.1B
7CHPXGlobal X - AI Semiconductor & Quantum ETF+2.1%+53.2%+43.3%$110M
8SOXQInvesco PHLX Semiconductor ETF+2.6%+50.0%+47.2%$2.7B
End-of-day Nov 4, 2026 · 268 funds ranked by YTD
@TheETFTracker·theetftracker.com

Market Sector ETFs

YTD
+45.1%Energy · 38 funds
$89.3B · asset-weighted
10 sectorsYTD
Energy+45.1%
Technology+22.1%
Health care+21.1%
Materials+14.3%
Real estate+10.4%
Industrials+10.0%
Consumer+7.0%
Financials+6.0%
Utilities+3.7%
Communication−11.0%
End-of-day Nov 4, 2026 · asset-weighted
@TheETFTracker·theetftracker.com

Total ETF Returns by Bucket

YTD
Sectors+12.4%US Stock Styles+12.2%Low-Cost Core+12.1%International+9.2%Income+8.5%Thematic+7.7%Defined Outcome+7.4%Commodities+7.2%Bonds & Cash+0.3%Thematic Income−1.3%Leveraged−15.6%Crypto−20.4%Single-Stock−25.0%Jan 1Nov 4
End-of-day Nov 4, 2026 · return so far
@TheETFTracker·theetftracker.com

US ETF Market Map

YTD
Low-Cost Core$4.91T+12.1%VOO · +11.5% · $1.00TVOO$1.00T+11.5%IVV · +11.6% · $872.0BIVV$872.0B+11.6%SPY · +11.5% · $798.0BSPY$798.0B+11.5%VTI · +11.7% · $689.2BVTI$689.2B+11.7%63 more$524.1BQQQ · +11.9% · $461.3BQQQ+11.9%SPYM · +11.5% · $185.3BSPYM+11.5%QQQM · +12.0% · $105.0BQQQM+12.0%RSP · +15.8% · $101.4BRSP+15.8%ITOT · +11.6% · $95.4BITOT+11.6%IVW · +9.4% · $74.4BIVW+9.4%US Stock Styles$3.16T+12.2%795 more$1.97TVUG · +4.7% · $232.9BVUG+4.7%VTV · +21.0% · $184.2BVTV+21.0%IJH · +13.2% · $124.6BIJH+13.2%IWF · −0.5% · $120.2BIWF−0.5%IJR · +18.3% · $106.1BIJR+18.3%VO · +13.8% · $103.4BVO+13.8%DFAC · +14.1% · $87.6BDFAC+14.1%IWD · +24.2% · $83.2BIWDVB · +14.4% · $76.9BVB+14.4%IWM · +14.4% · $75.8BIWM+14.4%Bonds & Cash$2.63T+0.3%916 more$1.82TBND · −0.6% · $161.4BBND−0.6%AGG · −0.6% · $138.8BAGG−0.6%SGOV · +3.1% · $116.5BSGOV+3.1%BNDX · +0.2% · $82.9BBNDX+0.2%VCIT · −1.5% · $66.6BVCIT−1.5%MUB · −0.4% · $54.5BMUB−0.4%IUSB · −0.5% · $50.1BVTEB · −0.3% · $49.6BTLT · −3.3% · $48.3BTLTBIL · +3.1% · $48.1BBILInternational$2.28T+9.2%595 more$1.07TVEA · +12.1% · $231.6BVEA+12.1%IEFA · +9.2% · $189.0BIEFA+9.2%VXUS · +9.8% · $163.2BVXUS+9.8%IEMG · +11.4% · $146.2BIEMG+11.4%VWO · +3.2% · $125.4BVWO+3.2%VT · +10.9% · $81.8BVT+10.9%EFA · +9.0% · $76.3BEFAVEU · +10.4% · $68.1BVEUSCHF · +12.8% · $67.8BSCHFIXUS · +10.2% · $57.0BIncome$1.01T+8.5%572 more$456.8BSCHD · +32.8% · $121.5BSCHD+32.8%VIG · +14.0% · $109.1BVIG+14.0%VYM · +15.8% · $78.9BVYMJEPI · +7.0% · $46.0BJEPIDGRO · +18.0% · $45.1BJEPQ · +7.5% · $41.8BCGDV · +13.0% · $38.8BRDVY · +15.5% · $25.7BDVY · +17.4% · $23.6BSDY · +18.0% · $22.6BSectors$963.9B+12.4%286 more$408.6BVGT · +22.8% · $154.5BVGT+22.8%XLK · +23.0% · $115.0BXLK+23.0%XLF · +5.7% · $54.2BXLFXLV · +20.4% · $49.1BXLVXLE · +52.1% · $44.6BXLEVNQ · +10.4% · $35.9BVNQXLI · +11.3% · $31.5BXLIXLU · +3.8% · $24.3BIYW · +20.0% · $23.5BXLY · −1.1% · $22.7BThematic$387.6B+7.7%258+SMH · +44.0% · $65.8BSMHSOXX · +54.7% · $44.3BSOXXDRAM · […] · $18.7BCIBR · +36.4% · $16.8BPAVE · +14.9% · $14.1BIGV · −2.8% · $12.8BITA · +0.9% · $12.5BBAI · +15.0% · $11.9BGRID · +10.1% · $11.1BIGF · +8.5% · $10.9BCommodities$383.4B+7.2%GLD · −9.3% · $132.3BGLD−9.3%112+IAU · −9.2% · $58.4BIAUGLDM · −9.2% · $30.0BSLV · −30.4% · $24.8BGDX · −9.5% · $23.9BIAUM · −9.1% · $7.9BPDBC · +46.0% · $7.8BGDXJ · −16.4% · $7.0BSGOL · −9.2% · $6.7BCOPX · +0.2% · $6.1B
SmallerLeveraged$161.0B−15.6%Crypto$128.2B−20.4%Defined Outcome$101.3B+7.4%Thematic Income$13.2B−1.3%New Launches$10.6B
End-of-day Nov 4, 2026 · size = AUM · colour = YTD · bucket = average fund
@TheETFTracker·theetftracker.com

Thematic

268 ETFs · $387.6B1–2 of 4

AI & Semis ETFs

YTD
0%+25%+50%+75%+100%Jan 1Nov 4SOXX +54.7%SMH +44.0%AIQ +17.1%Thematic avg +7.7%
0%+50%+100%Jan 1Nov 4SOXX +54.7%SMH +44.0%AIQ +17.1%Thematic avg +7.7%
+41.6%100 funds · $171.5B
asset-weighted
Share of Thematic money44%
Largest fundsYTD
SMH$65.8B+44.0%
SOXX$44.3B+54.7%
DRAM$18.7Bnew
AIQ$9.5B+17.1%
96 more funds$33.2B
End-of-day Nov 4, 2026 · theme YTD is asset-weighted
@TheETFTracker·theetftracker.com

Cyber & Cloud ETFs

YTD
+37.7%15 funds · $27.9B
2nd of 9 themes
theme +37.7%, asset-weighted
+36.4%CIBR+49.1%HACK+19.9%SKYY+53.7%BUG
LargestShare of theme
CIBR$16.8B60%
HACK$3.4B12%
SKYY$3.2B11%
BUG$2.1B8%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Leveraged

795 ETFs · $161.0B1–2 of 3

Leveraged vs Plain

YTD
Leveraged2× and 3× daily fundsPlainthe same index, no leverageaimed for
PairYear to dateDeliveredFee
TQQQ 3× · vs QQQ+15.5%+11.9%1.30×0.94% · 0.18%
QLD 2× · vs QQQ+15.6%+11.9%1.31×0.96% · 0.18%
SOXL 3× · vs SOXX+74.1%+54.7%1.36×0.91% · 0.33%
TECL 3× · vs XLK+39.9%+23.0%1.73×0.94% · 0.08%
SPXL 3× · vs VOO+22.5%+11.5%1.95×0.95% · 0.03%
UPRO 3× · vs VOO+22.1%+11.5%1.91×0.88% · 0.03%
SSO 2× · vs VOO+17.1%+11.5%1.48×0.88% · 0.03%
End-of-day Nov 3, 2026 · delivered = leveraged return ÷ plain return
@TheETFTracker·theetftracker.com

Leveraged ETFs

YTD
Average fund−15.6%
By assets+16.4%
795 funds · $161.0B
Largest 5YTD
TQQQ$32.5B+15.5%
SOXL$18.0B+74.1%
QLD$13.2B+15.6%
SSO$8.4B+17.1%
SPXL$6.5B+22.5%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Bonds & Cash

926 ETFs · $2.63T

Bonds & Cash ETFs

YTD
Ultra-short +2.9%International +0.2%High yield +0.9%Other bonds +1.3%Mortgage −0.5%Short-term +1.4%
End-of-day Nov 4, 2026 · type YTD is asset-weighted
@TheETFTracker·theetftracker.com

Bonds vs Cash

YTD
BNDBonds
−0.6%
T-billsSGOV
+3.1%
Jan 1Nov 3−0.6%+3.1%
4.1%Yield3.6%
+0.1%Group, by assets+3.1%
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Crypto

146 ETFs · $128.2B1 of 2

Crypto ETFs

YTD
Spot bitcoin
−11.4%
70 funds · $105.9B
Spot ether
−22.6%
21 funds · $14.2B
$128.2B in all55 other funds · $8.1B
−50%−25%0%IBITETHA
LargestFeeAssetsYTD
IBITiShares0.25%$62.6B−11.3%
FBTCFidelity0.25%$15.4B−11.2%
GBTCGrayscale1.5%$9.7B−12.2%
ETHAiShares0.25%$6.9B−23.0%
BTCGrayscale0.15%$4.9B−11.2%
End-of-day Nov 4, 2026 · 146 funds
@TheETFTracker·theetftracker.com

Income

582 ETFs · $1.01T1 of 2

Income ETFs

YTD
+8.5%average fund
582 funds · $1.01T
Dividend stocks402$853.6B+16.0%
Premium income91$113.7B+9.2%
Covered calls89$42.4B+9.4%
BiggestYieldOn $10KYTD
SCHDSchwab3.0%$297/yr+32.8%
VIGVanguard1.5%$147/yr+14.0%
VYMVanguard2.3%$225/yr+15.8%
JEPIJ.P. Morgan8.0%$796/yr+7.0%
DGROiShares1.8%$185/yr+18.0%
JEPQJ.P. Morgan12.3%$1,228/yr+7.5%
End-of-day Nov 4, 2026 · trailing yield
@TheETFTracker·theetftracker.com

International

605 ETFs · $2.28T1 of 2

International ETFs

YTD
Average fund+9.2%
By assets+11.3%
605 funds
$2.28T
RegionETFsMoneyYTD
Developed66$695.0B+10.7%
Ex-US broad173$666.4B+10.9%
Emerging133$457.1B+9.8%
Region & country134$262.0B+16.8%
Global99$196.1B+10.8%
Country fundsYTD
0%+50%+100%Jan 1Nov 4EWY +59.5%VEA +12.1%INDA −9.9%
0%+50%+100%Jan 1Nov 4EWY +59.5%VEA +12.1%INDA −9.9%
End-of-day Nov 4, 2026 · region YTD is asset-weighted
@TheETFTracker·theetftracker.com

Compare Popular Names

1–4 of 7

Chips vs Market

YTD
Jan 1Nov 3+44.0%+11.5%
Past year+43.3%+11.9%
Fee0.35%0.03%
Assets$65.8B$1.00T
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Stocks vs Bonds

YTD
US StocksBonds
Jan 1Nov 3+13.1%+0.4%
Past year+14.4%+0.8%
Today+0.2%−0.1%
Assets$3.16T$2.63T
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Best vs Worst

YTD
AI & semisNuclear & uraniumasset-weighted
+41.6%−24.0%
Funds10010
Assets$171B$10.3B
Biggest fundSMHURA
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 3+7.0%+32.8%
Yield8.0%3.0%
Past year+9.8%+37.6%
Fee0.35%0.06%
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Value vs Growth

YTD
VTVValue
cheaper, steadier companies
VUGGrowth
fast-growing companies
+21.0%+4.7%Year to date+25.0%+2.5%Past year
MeasureVTVVUG
Today−0.4%+1.0%
Yield1.8%0.4%
Fee0.03%0.03%
Assets$184B$233B
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SOXX vs SMH

YTD
SOXXiShares · AI & semisSMHVanEck · AI & semis
Year to date
SOXX wins+10.7 pts
Past year
SOXX wins+8.9 pts
Fee
SOXX winslower fee
Yield
SOXX wins+0.1 pts
AUM
SMH1.5× more
4–0SOXX wins
End-of-day Nov 3, 2026 · AUM not scored
@TheETFTracker·theetftracker.com

Vanguard vs iShares

1Y
116 funds · $4.59TVanguardvsiSharesBlackRock · 482 funds · $4.63T
Money made
Vanguard wins1.1×
Assets
iShares1.0× more
Fees earned
iShares4.0× more
Launches 2026
iShares1.6× more
Win %
iShares wins+5.0 pts
Typical fund return
Vanguard wins+1.2 pts
Fee per $100
Vanguard wins4× cheaper
3–1Vanguard wins
End-of-day Nov 3, 2026 · money made is an estimate · dots mark the 4 scored measures
@TheETFTracker·theetftracker.com

Closer In

From a whole theme down to two funds.

SMH vs VOO

YTD
SMH · VanEck Semiconductor
+44.0%
VOO · S&P 500
+11.5%
Gap
32.4 pts
0%+25%+50%+75%+44.0% SMH+11.5% VOOJan 1Nov 30%+50%+44.0% SMH+11.5% VOOJan 1Nov 3
End-of-day Nov 3, 2026 · total return, dividends in
@TheETFTracker·theetftracker.com

AI & Semis vs Thematic

Average · YTD
SOXX
+54.7%
SMH
+44.0%
Thematic average
+7.7%
0%+50%+100%Thematic average +7.7%SMHSOXXJan 1Nov 3
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com