SMH vs SOXX
YTDPast year+43.3%+52.2%
Fee0.35%0.33%
Assets$65.8B$44.3B
2–1SOXX wins
End-of-day Nov 4, 2026 · the two largest by assets
Asset-weighted+1.3%Big funds count more
Past year+4.1%Average fund, 1Y
Today+0.8%Average fund, Nov 4
Assets$388BAI & semis $171B
Best · Worst+9.8%NCLD · CRAM −6.0%
Thematic vs All ETFs
YTDThematicAll ETFs
Past year+18.0%+11.3%
Today+1.3%+0.1%
Assets$388B$16.40T
End-of-day Nov 4, 2026 · asset-weighted
Thematic ETFs
Today268 funds| # | Trend | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NCLD | Roundhill Neocloud ETFReadDesk | Roundhill | 0.65% | 0.0% | $15.39 | +9.8% | new | new | $84M | |
| 2 | GCPU | Grayscale AI Compute ETFReadDesk | Grayscale | 0.59% | 0.7% | $23.51 | +8.7% | −21.7% | −50.4% | $7M | |
| 3 | TCAI | Tortoise AI Infrastructure ETFReadDesk | Tortoise | 0.65% | 0.0% | $38.99 | +5.4% | +31.3% | +18.6% | $202M | |
| 4 | ANTW | Anthropic AI Lab Ecosystem ETFReadDesk | Harbor | 0.59% | 0.0% | $21.27 | +4.3% | new | new | $34M | |
| 5 | AIPO | Defiance AI & Power Infrastructure ETFReadDesk | Defiance | 0.69% | 0.0% | $25.26 | +4.3% | +14.2% | +0.1% | $803M | |
| 6 | AIQU | MicroSectors 3A Long Artificial Intelligence (AI) ETNReadDesk | REX Microsectors | 0.95% | 0.0% | $12.70 | +4.2% | new | new | $12M | |
| 7 | KMEM | Kurv Memory Select ETFReadDesk | Kurv | 0.65% | 0.0% | $15.84 | +3.7% | new | new | $23M | |
| 8 | PBW | Invesco WilderHill Clean Energy ETFReadDesk | Invesco | 0.63% | 2.5% | $26.31 | +3.7% | −12.5% | −19.9% | $286M | |
| 9 | PSI | Invesco Semiconductors ETFReadDesk | Invesco | 0.55% | 0.0% | $117.88 | +3.5% | +49.5% | +51.3% | $2.2B | |
| 10 | XSD | State Street SPDR S&P Semiconductor ETFReadDesk | SPDR | 0.35% | 0.2% | $455.24 | +3.4% | +41.7% | +29.5% | $2.4B | |
| 11 | NECK | xETFs AI Bottlenecks ETFReadDesk | xETFs | 0.75% | 0.0% | $19.65 | +3.4% | new | new | $12M | |
| 12 | FRNW | Fidelity Clean Energy ETFReadDesk | Fidelity | 0.39% | 1.2% | $20.90 | +3.3% | +3.8% | −1.2% | $91M | |
| 13 | QTUP | Tidal Trust II - Defiance Pure Quantum ETFReadDesk | Defiance | 0.77% | 0.0% | $10.90 | +3.2% | new | new | $16M | |
| 14 | SMHX | VanEck Fabless Semiconductor ETFReadDesk | VanEck | 0.35% | 0.0% | $51.80 | +3.1% | +36.2% | +25.4% | $242M | |
| 15 | TAN | Invesco Solar ETFReadDesk | Invesco | 0.70% | 0.0% | $43.34 | +3.0% | −11.8% | −11.8% | $908M | |
| 16 | WARP | VanEck Space ETFReadDesk | VanEck | 0.50% | 0.0% | $17.84 | +3.0% | new | new | $38M | |
| 17 | EUV | Corgi Lithography & Semiconductor Photonics ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $20.01 | +3.0% | new | new | $255M | |
| 18 | CQTM | Corgi Quantum Computing ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $17.44 | +3.0% | new | new | $15M | |
| 19 | ORBX | Global X Space Tech ETFReadDesk | Global X | 0.50% | 0.0% | $36.35 | +2.9% | new | new | $34M | |
| 20 | DIPR | Corgi ETF Trust I - Corgi Space & Satellite Communications ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $20.40 | +2.9% | new | new | $1M |
1–20 of 268 · sorted by TodayPage 1 of 14
End-of-day Nov 4, 2026 · total return, dividends in
Thematic ETFs by Size
AssetsSMH
+2.0%
$65.8B
SOXX
+2.5%
$44.3B
DRAM
+2.8%
$18.7B
CIBR
+0.5%
$16.8B
PAVE
+0.7%
$14.1B
IGV
+0.7%
$12.8B
ITA
+0.7%
$12.5B
BAI
+1.6%
$11.9B
GRID
+1.9%
$11.1B
IGF
−0.3%
$10.9B
IGM
+1.4%
$10.3B
AIQ
+0.7%
$9.5B
ARKK
+1.7%
$7.9B
PPA
+0.7%
$7.6B
SHLD
−0.3%
$6.6B
MCHI
−0.4%
$5.5B
XAR
+1.3%
$5.2B
MAGS
+0.8%
$5.0B
QTUM
+1.1%
$4.9B
URA
+0.4%
$4.6B
KWEB
−0.3%
EMLP
−0.5%
IFRA
+0.0%
FXI
−0.1%
IDEF
+0.6%
MLPX
+0.2%
ARTY
+1.8%
HACK
+0.9%
SKYY
+0.9%
NFRA
−0.2%
BOTZ
+0.2%
NLR
+0.4%
XSD
+3.4%
PSI
+3.5%
BUG
+0.8%
ARKQ
+1.0%
ROBO
−0.5%
End-of-day Nov 4, 2026 · tile = assets · tint = Today return · largest 40
Thematic ETFs Heat Map
TodayAIPO+4.3%$803MPSI+3.5%$2.2BXSD+3.4%$2.4BTAN+3.0%$908MDRAM+2.8%$18.7BAIS+2.8%$1.0BNASA+2.8%$886MSOXQ+2.6%$2.7BFTXL+2.5%$1.0BSOXX+2.5%$44.3BICLN+2.4%$2.0BCHAT+2.2%$1.5BALAI+2.1%$2.5BSMH+2.0%$65.8BGRID+1.9%$11.1BARTY+1.8%$3.6BARKK+1.7%$7.9BIGPT+1.7%$1.2BUFOX+1.7%$770MDTCR+1.6%$1.9BIVES+1.6%$830MBAI+1.6%$11.9BIGM+1.4%$10.3BXAR+1.3%$5.2BARKX+1.1%$737MQTUM+1.1%$4.9BARKQ+1.0%$1.9BHACK+0.9%$3.4BSKYY+0.9%$3.2BMAGS+0.8%$5.0BBUG+0.8%$2.1BIGV+0.7%$12.8BPPA+0.7%$7.6BPAVE+0.7%$14.1BITA+0.7%$12.5BAIQ+0.7%$9.5BIDEF+0.6%$3.7BCIBR+0.5%$16.8BARKF+0.5%$831MNLR+0.4%$3.0BURA+0.4%$4.6BASHR+0.2%$1.3BMLPX+0.2%$3.7BBOTZ+0.2%$3.0BLIT+0.1%$1.1BIFRA0.0%$4.1BFXI−0.1%$3.8BNFRA−0.2%$3.1BSHLD−0.3%$6.6BIGF−0.3%$10.9BKWEB−0.3%$4.3BGII−0.4%$966MMCHI−0.4%$5.5BIHAK−0.4%$1.2BROBO−0.5%$1.9BEMLP−0.5%$4.3BURNM−0.6%$1.7BROBT−0.6%$717MEUAD−1.5%$935MCQQQ−1.8%$1.8B
End-of-day Nov 4, 2026 · best first · largest 60 shown by return
Thematic ETFs This Year
YTDEnd-of-day Nov 4, 2026 · the six largest funds · from Jan 1
Thematic Cards
Thematic ETFs
YTD9 themesYTD
End-of-day Nov 4, 2026 · theme YTD is asset-weighted
Thematic ETFs by Theme
YTDTop 8 Thematic ETFs
YTDAverage fund+7.7%
By assets+21.8%
Past year+4.1%
Today+0.8%
ETFs268
#TickerFundTrendTodayYTD ▼1YAssets
End-of-day Nov 4, 2026 · 268 funds ranked by YTD