Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.3%QQQ+0.6%VUG+1.0%VEA−0.3%IEFA−0.6%SPYM+0.3%VTV−0.4%VXUS−0.4%BND−0.2%VGT+1.3%IEMG−0.1%AGG−0.2%GLD−0.7%VWO−0.6%IJH+0.3%SCHD−1.0%IWF+1.0%SGOV+0.0%XLK+1.3%VIG−0.3%IJR−0.3%QQQM+0.6%VO+0.0%RSP−0.3%ITOT+0.3%DFAC+0.1%IWD−0.3%
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Issuers506 fund companies
1D1MYTD1Y3Y5Y
IssuerWin % · Made YTD ▼
1Vanguard116 funds · $4.59T76%$410B2iShares BlackRock482 funds · $4.63T75%$353B3SPDR State Street187 funds · $2.13T78%$184B4Invesco247 funds · $965B77%$103B5Schwab34 funds · $622B76%$75.6B6Dimensional46 funds · $500B93%$55.4B7First Trust333 funds · $289B87%$30.3B8Avantis American Century33 funds · $156B93%$21.2B9J.P. Morgan80 funds · $355B80%$21.1B10VanEck91 funds · $156B53%$16.6B11Fidelity84 funds · $189B82%$12.9B
408Themes11 funds · $294M36%−$27.6M
3 bucketsMoney in each
Thematic7 funds$217M74%Sectors1 fund$38.9M13%Commodities3 funds$38.0M13%
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Themes vs iShares in Commodities

YTD
Themes3 funds
vs
iSharesBlackRock · 9 funds
−$3.3MMoney made−$16.9B
$38.0MAssets$97.5B
$133KFees earned$307M
33%Win %44%
−10.6%Typical return−7.7%
$0.35Fee per $100$0.31
3Funds9
0Launches 20260
3–1iShares wins
Themes and iShares commodities ETFs · year to date results · as of Nov 4, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Themes Commodity ETFs

YTD3 funds
#Trend
1AUMIGold MinersReadDesk0.35%1.0%−11.3%−11.3%−$2.4M$19.0M
2COPACopper MinersReadDesk0.35%4.2%+1.2%+1.2%$125K$10.7M
3AGMISilver MinersReadDesk0.35%5.0%−10.6%−10.6%−$974K$8.3M
1–3 of 3 · most assets first
Themes commodities ETFs · current AUM · year to date returns · money made is an estimate · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Cards for This View

Largest ETFs in Each Commodity Type

Today
GoldGLDIAUGLDM$265B
MinersGDXGDXJCOPX$49.2B
Silver & metalsSLVSIVRGLTR$33.4B
Broad basketPDBCHGERBCI$32.9B
Oil & gasBNOFCGUNG$2.4B
Commodities ETFs · current AUM · Themes in ink · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Themes in Commodities

Today
Themes $38.0MEveryone else $383B

Themes holds less than 1% of Commodities AUM

Themes ETFs · current holdings · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Themes’ Commodity Funds vs AUM

Today
2% of the funds<1% of the AUM
Commodity ETFsFundsAUM
Themes3 · 2%$38.0M · <1%
Everyone else119 · 98%$383B · 100%
Commodities ETFs · current AUM · as of Nov 4, 2026 · 122 funds
@TheETFTracker·theetftracker.com

Themes vs iShares in Commodities

YTD
Themes3 funds
vs
iSharesBlackRock · 9 funds
−$3.3MMoney made−$16.9B
$38.0MAssets$97.5B
$133KFees earned$307M
33%Win %44%
−10.6%Typical return−7.7%
$0.35Fee per $100$0.31
3Funds9
0Launches 20260
3–1iShares wins
Themes and iShares commodities ETFs · year to date results · as of Nov 4, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com