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Themes vs iShares in Commodities

Themes3 funds

iSharesBlackRock · 9 funds

−$2.0MMoney made−$1.7B

$43.2MAssets$101B

$151KFees earned$319M

0%Win %

Themes Commodity ETFs

1D3 funds

#
1	AUMI	Gold MinersRead Desk	0.35%	0.9%	−0.3%	−5.2%	−$1.2M	$22.1M
2	COPA	Copper MinersRead Desk	0.35%	4.1%	+3.7%	−2.9%	−$351K	$11.9M
3	AGMI	Silver MinersRead Desk	0.35%	4.5%

1–3 of 3 · most assets first

Cards for This View

Commodities ETF Types

Oil & gas+1.0%8 funds Broad basket−0.7%33 funds Gold−2.0%46 funds Silver & metals−3.0%10 funds Miners−5.2%22 funds

Commodities ETFs · 1D return, asset-weighted · as of Nov 11, 2026

Largest ETFs in Each Commodity Type

Today

GoldGLD IAU GLDM

Themes in Commodities

Today

Themes $43.2MEveryone else $398B

Themes holds less than 1% of Commodities AUM

Themes ETFs · current holdings · as of Nov 11, 2026

Themes’ Commodity Funds vs AUM

Today

3% of the funds<1% of the AUM

Commodity ETFsFundsAUM

Themes3 · 3%$43.2M · <1%

Everyone else116 · 97%$398B · 100%

Commodities ETFs · current AUM · as of Nov 11, 2026 · 119 funds

Themes vs iShares in Commodities

Themes3 funds

iSharesBlackRock · 9 funds

−$2.0MMoney made−$1.7B

$43.2MAssets$101B

$151KFees earned$319M

0%Win %

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Themes vs iShares in Commodities

Themes Commodity ETFs

Themes Commodity ETFs by AUM

Themes’ Commodity Funds

Biggest Themes Commodity ETFs

Cards for This View

Commodities ETF Types

Largest ETFs in Each Commodity Type

Themes in Commodities

Themes’ Commodity Funds vs AUM

Themes vs iShares in Commodities