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 | CHPS | Xtrackers Semiconductor Select Equity ETFReadDesk | Xtrackers | 0.15% | 0.4% | $74.29 | +1.6% | +57.8% | +60.4% | $127M | |
| 2 | FLCH | Franklin FTSE China ETFReadDesk | Franklin Templeton | 0.19% | 2.6% | $19.60 | −0.1% | −17.1% | −20.3% | $256M | |
| 3 | SOXQ | Invesco PHLX Semiconductor ETFReadDesk | Invesco | 0.19% | 0.4% | $83.45 | +2.6% | +50.0% | +47.2% | $2.7B | |
| 4 | PSWD | Xtrackers Cybersecurity Select Equity ETFReadDesk | Xtrackers | 0.20% | 0.6% | $45.11 | +0.9% | +36.6% | +25.2% | $6M | |
| 5 | PQUS | Pictet AI Enhanced US Equity ETFReadDesk | Pictet | 0.22% | 0.0% | $28.19 | +0.3% | new | new | $169M | |
| 6 | IFRA | iShares U.S. Infrastructure ETFReadDesk | iShares | 0.30% | 1.7% | $58.63 | 0.0% | +12.8% | +13.4% | $4.1B | |
| 7 | MAGS | Roundhill Magnificent Seven ETFReadDesk | Roundhill | 0.30% | 1.4% | $68.74 | +0.8% | +4.2% | +2.6% | $5.0B | |
| 8 | PQNT | Pictet AI Enhanced International Equity ETFReadDesk | Pictet | 0.30% | 0.4% | $22.53 | −0.4% | +7.1% | +11.7% | $14M | |
| 9 | UFOX | Defiance Space and Connective Tech ETFReadDesk | Defiance | 0.30% | 0.5% | $75.95 | +1.7% | +19.4% | +12.5% | $770M | |
| 10 | CXSE | WisdomTree China ex-State-Owned Enterprises FundReadDesk | WisdomTree | 0.32% | 2.2% | $31.31 | −0.8% | −21.1% | −24.7% | $372M | |
| 11 | SOXX | iShares Semiconductor ETFReadDesk | iShares | 0.33% | 0.3% | $465.00 | +2.5% | +54.7% | +52.2% | $44.3B | |
| 12 | AV | Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $26.49 | 0.0% | new | new | $797K | |
| 13 | BOTT | Themes Humanoid Robotics ETFReadDesk | Themes | 0.35% | 0.2% | $35.36 | −0.6% | −17.1% | −17.1% | $58M | |
| 14 | CLOD | Themes Cloud Computing ETFReadDesk | Themes | 0.35% | 1.4% | $32.97 | +0.9% | +1.3% | −7.5% | $2M | |
| 15 | CQTM | Corgi Quantum Computing ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $17.44 | +3.0% | new | new | $15M | |
| 16 | DIPR | Corgi ETF Trust I - Corgi Space & Satellite Communications ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $20.40 | +2.9% | new | new | $1M | |
| 17 | ENFR | Alerian Energy Infrastructure ETFReadDesk | ALPS | 0.35% | 4.0% | $39.08 | +0.2% | +28.2% | +35.1% | $542M | |
| 18 | EUV | Corgi Lithography & Semiconductor Photonics ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $20.01 | +3.0% | new | new | $255M | |
| 19 | KYC | Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $26.22 | −0.5% | new | new | $393K | |
| 20 | NATO | Themes ETF Trust - Themes Transatlantic Defense ETFReadDesk | Themes | 0.35% | 0.5% | $37.52 | +0.4% | −1.9% | −2.5% | $89M |
1–20 of 268 · sorted by Lowest feePage 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