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+21.8%Big funds count more
Past year+4.1%Average fund, 1Y
Today+0.8%Average fund, Nov 4
Assets$388BAI & semis $171B
Best · Worst+62.6%WCBR · LITP −43.0%
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
YTD268 funds| # | Trend | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VanEck Semiconductor ETFReadDesk | VanEck | 0.35% | 0.2% | $518.52 | +2.0% | +44.0% | +43.3% | $65.8B | |
| 2 | SOXX | iShares Semiconductor ETFReadDesk | iShares | 0.33% | 0.3% | $465.00 | +2.5% | +54.7% | +52.2% | $44.3B | |
| 3 | DRAM | Roundhill Memory ETFReadDesk | Roundhill | 0.65% | 0.0% | $47.64 | +2.8% | new | new | $18.7B | |
| 4 | CIBR | First Trust Nasdaq Cybersecurity ETFReadDesk | First Trust | 0.58% | 0.4% | $97.22 | +0.5% | +36.4% | +26.4% | $16.8B | |
| 5 | PAVE | Global X - U.S. Infrastructure Development ETFReadDesk | Global X | 0.47% | 0.8% | $54.83 | +0.7% | +14.9% | +14.6% | $14.1B | |
| 6 | IGV | iShares Expanded Tech-Software Sector ETFReadDesk | iShares | 0.38% | 0.0% | $102.66 | +0.7% | −2.8% | −11.1% | $12.8B | |
| 7 | ITA | iShares U.S. Aerospace & Defense ETFReadDesk | iShares | 0.37% | 0.3% | $216.17 | +0.7% | +0.9% | +0.4% | $12.5B | |
| 8 | BAI | iShares A.I. Innovation and Tech Active ETFReadDesk | iShares | 0.65% | 1.5% | $38.29 | +1.6% | +15.0% | +4.1% | $11.9B | |
| 9 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundReadDesk | First Trust | 0.56% | 0.9% | $167.40 | +1.9% | +10.1% | +7.5% | $11.1B | |
| 10 | IGF | iShares Global Infrastructure ETFReadDesk | iShares | 0.37% | 2.9% | $65.64 | −0.3% | +8.5% | +10.9% | $10.9B | |
| 11 | IGM | iShares Expanded Tech Sector ETFReadDesk | iShares | 0.37% | 0.1% | $150.43 | +1.4% | +16.6% | +12.6% | $10.3B | |
| 12 | AIQ | Global X - Artificial Intelligence & Technology ETFReadDesk | Global X | 0.68% | 0.1% | $59.54 | +0.7% | +17.1% | +12.3% | $9.5B | |
| 13 | ARKK | ARK Innovation ETFReadDesk | ARK | 0.75% | 0.0% | $80.32 | +1.7% | +4.4% | −9.7% | $7.9B | |
| 14 | PPA | Invesco Aerospace & Defense ETFReadDesk | Invesco | 0.58% | 0.4% | $162.13 | +0.7% | +3.9% | +3.1% | $7.6B | |
| 15 | SHLD | Global X - Defense Tech ETFReadDesk | Global X | 0.50% | 0.7% | $63.38 | −0.3% | −1.9% | −6.6% | $6.6B | |
| 16 | MCHI | iShares MSCI China ETFReadDesk | iShares | 0.59% | 2.2% | $49.40 | −0.4% | −17.2% | −20.8% | $5.5B | |
| 17 | XAR | State Street SPDR S&P Aerospace & Defense ETFReadDesk | SPDR | 0.35% | 0.2% | $234.07 | +1.3% | −2.9% | −5.7% | $5.2B | |
| 18 | MAGS | Roundhill Magnificent Seven ETFReadDesk | Roundhill | 0.30% | 1.4% | $68.74 | +0.8% | +4.2% | +2.6% | $5.0B | |
| 19 | QTUM | Defiance Quantum ETFReadDesk | Defiance | 0.40% | 1.1% | $132.18 | +1.1% | +21.3% | +16.1% | $4.9B | |
| 20 | URA | Global X - Uranium ETFReadDesk | Global X | 0.69% | 6.3% | $33.05 | +0.4% | −22.7% | −37.2% | $4.6B |
1–20 of 268 · sorted by Most assetsPage 1 of 14
End-of-day Nov 4, 2026 · total return, dividends in
Thematic ETFs by Size
AssetsSMH
+44.0%
$65.8B
SOXX
+54.7%
$44.3B
DRAM
—
$18.7B
CIBR
+36.4%
$16.8B
PAVE
+14.9%
$14.1B
IGV
−2.8%
$12.8B
ITA
+0.9%
$12.5B
BAI
+15.0%
$11.9B
GRID
+10.1%
$11.1B
IGF
+8.5%
$10.9B
IGM
+16.6%
$10.3B
AIQ
+17.1%
$9.5B
ARKK
+4.4%
$7.9B
PPA
+3.9%
$7.6B
SHLD
−1.9%
$6.6B
MCHI
−17.2%
$5.5B
XAR
−2.9%
$5.2B
MAGS
+4.2%
$5.0B
QTUM
+21.3%
$4.9B
URA
−22.7%
$4.6B
KWEB
−31.6%
EMLP
+19.2%
IFRA
+12.8%
FXI
−12.7%
IDEF
−1.3%
MLPX
+27.1%
ARTY
+39.5%
HACK
+49.1%
SKYY
+19.9%
NFRA
+8.3%
BOTZ
−10.7%
NLR
−27.5%
XSD
+41.7%
PSI
+49.5%
BUG
+53.7%
ARKQ
−3.2%
ROBO
+7.4%
End-of-day Nov 4, 2026 · tile = assets · tint = YTD return · largest 40
Thematic ETFs Heat Map
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−1.3%$3.7BICLN−1.6%$2.0BSHLD−1.9%$6.6BIGV−2.8%$12.8BXAR−2.9%$5.2BARKQ−3.2%$1.9BEUAD−6.6%$935MLIT−7.0%$1.1BASHR−7.9%$1.3BBOTZ−10.7%$3.0BARKF−11.1%$831MTAN−11.8%$908MFXI−12.7%$3.8BMCHI−17.2%$5.5BURA−22.7%$4.6BURNM−24.7%$1.7BCQQQ−27.3%$1.8BNLR−27.5%$3.0BKWEB−31.6%$4.3BDRAMnew$18.7BNASAnew$886M
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