Select Funds Thematic ETFs Desk

Select Funds vs iShares in Thematic

Select Funds1 funds

iSharesBlackRock · 25 funds

−$119MMoney made$8.1B

$948MAssets$117B

$4.7MFees earned$484M

0%Win %52%

−11.1%Typical return+0.4%

$0.50Fee per $100$0.41

1Funds25

0Launches 20262

4–0iShares wins

Select Funds and iShares thematic ETFs · past year results · as of Nov 6, 2026 · each pair scaled to its larger value

Select Funds Thematic ETFs

1Y1 funds

#			Trend
1	EUAD	Select STOXX Europe Aerospace & DefenseRead Desk		0.50%	0.4%	−8.2%	−11.1%	−$119M	$948M

1–1 of 1 · most assets first

Select Funds thematic ETFs · current AUM · past year returns · money made is an estimate · as of Nov 6, 2026

Cards for This View

Thematic ETF Themes

AI & semis+25.4%100 funds Cyber & cloud+21.4%15 funds Quantum+10.3%5 funds Infrastructure+8.6%39 funds Defense & space−4.2%33 funds Disruptive tech−4.3%26 funds Clean energy & EV−7.4%15 funds China−19.1%25 funds Nuclear & uranium−31.6%10 funds

Thematic ETFs · 1Y return, asset-weighted · as of Nov 6, 2026

Largest ETFs in Each Theme

Today

AI & semisSMH SOXX DRAM$151B

InfrastructurePAVE GRID IGF$57.1B

Disruptive techIGV BAI IGM$47.6B

Defense & spaceITA PPA SHLD$38.8B

Cyber & cloudCIBR HACK SKYY$28.0B

ChinaMCHI KWEB FXI$19.3B

Nuclear & uraniumURA NLR URNM$9.9B

Clean energy & EVICLN LIT TAN$5.3B

QuantumQTUM WQTM QTUP$5.2B

Thematic ETFs · current AUM · Select Funds in ink · as of Nov 6, 2026

Select Funds in Thematic

Today

Select Funds $948MEveryone else $362B

Select Funds holds less than 1% of Thematic AUM

Select Funds ETFs · current holdings · as of Nov 6, 2026

Select Funds’ Thematic Funds vs AUM

Today

<1% of the funds<1% of the AUM

Thematic ETFsFundsAUM

Select Funds1 · <1%$948M · <1%

Everyone else267 · 100%$362B · 100%

Thematic ETFs · current AUM · as of Nov 6, 2026 · 268 funds

Select Funds vs iShares in Thematic

Select Funds1 funds

iSharesBlackRock · 25 funds

−$119MMoney made$8.1B

$948MAssets$117B

$4.7MFees earned$484M

0%Win %52%

−11.1%Typical return+0.4%

$0.50Fee per $100$0.41

1Funds25

0Launches 20262

4–0iShares wins

Select Funds and iShares thematic ETFs · past year results · as of Nov 6, 2026 · each pair scaled to its larger value

Select Funds vs iShares in Thematic

Select Funds Thematic ETFs

Select Funds Thematic ETFs by AUM

Select Funds’ Thematic Funds

Biggest Select Funds Thematic ETFs

Cards for This View

Thematic ETF Themes

Largest ETFs in Each Theme

Select Funds in Thematic

Select Funds’ Thematic Funds vs AUM

Select Funds vs iShares in Thematic