EMX Thematic ETFs Desk

EMX vs iShares in Thematic

EMX3 funds

iSharesBlackRock · 25 funds

[…]Money made$14.4B

$3.0MAssets$128B

$24KFees earned$527M

[…]Win %57%

[…]Typical return+3.4%

$0.81Fee per $100$0.41

3Funds25

3Launches 20262

1–0iShares wins

EMX and iShares thematic ETFs · past year results · as of Nov 5, 2026 · each pair scaled to its larger value

EMX Thematic ETFs

1Y3 funds

#					YTD	1Y	Made
1	AICH	China AIRead Desk	0.86%	—	new	new	[…]	$1.5M
2	TGRZ	China AI Tigers LLMRead Desk	0.76%	—	new	new	[…]	$1.0M
3	EMAG	Emerging Markets AI MAG 3Read Desk	0.76%	—	new	new	[…]	$490K

1–3 of 3 · most assets first

EMX thematic ETFs · current AUM · past year returns · money made is an estimate · as of Nov 5, 2026

Cards for This View

Thematic ETF Themes

AI & semis+34.6%100 funds Cyber & cloud+27.0%15 funds Quantum+14.3%5 funds Infrastructure+12.5%39 funds Disruptive tech−0.8%26 funds Defense & space−4.1%33 funds Clean energy & EV−4.8%15 funds China−20.1%25 funds Nuclear & uranium−34.6%10 funds

Thematic ETFs · 1Y return, asset-weighted · as of Nov 5, 2026

Largest ETFs in Each Theme

Today

AI & semisSMH SOXX DRAM$171B

InfrastructurePAVE GRID IGF$57.8B

Disruptive techIGV BAI IGM$50.6B

Defense & spaceITA PPA SHLD$40.6B

Cyber & cloudCIBR HACK SKYY$27.9B

ChinaMCHI KWEB FXI$18.6B

Nuclear & uraniumURA NLR URNM$10.3B

QuantumQTUM WQTM QTUP$5.2B

Clean energy & EVICLN LIT TAN$5.1B

Thematic ETFs · current AUM · EMX in ink · as of Nov 5, 2026

EMX in Thematic

Today

EMX $3.0MEveryone else $388B

EMX holds less than 1% of Thematic AUM

EMX ETFs · current holdings · as of Nov 5, 2026

EMX’s Thematic Funds vs AUM

Today

1% of the funds<1% of the AUM

Thematic ETFsFundsAUM

EMX3 · 1%$3.0M · <1%

Everyone else265 · 99%$388B · 100%

Thematic ETFs · current AUM · as of Nov 5, 2026 · 268 funds

EMX vs iShares in Thematic

EMX3 funds

iSharesBlackRock · 25 funds

[…]Money made$14.4B

$3.0MAssets$128B

$24KFees earned$527M

[…]Win %57%

[…]Typical return+3.4%

$0.81Fee per $100$0.41

3Funds25

3Launches 20262

1–0iShares wins

EMX and iShares thematic ETFs · past year results · as of Nov 5, 2026 · each pair scaled to its larger value

EMX vs iShares in Thematic

EMX Thematic ETFs

EMX Thematic ETFs by AUM

EMX’s Thematic Funds

Biggest EMX Thematic ETFs

Cards for This View

Thematic ETF Themes

Largest ETFs in Each Theme

EMX in Thematic

EMX’s Thematic Funds vs AUM

EMX vs iShares in Thematic