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 | KCAI | KraneShares China Alpha Index ETFReadDesk | KraneShares | 0.79% | 185.7% | $15.04 | 0.0% | +5.9% | +10.1% | $2M | |
| 2 | SEMY | GraniteShares YieldBOOST Semiconductor ETFReadDesk | GraniteShares | 1.16% | 169.7% | $10.86 | +0.5% | +25.3% | new | $35M | |
| 3 | CGRO | CoreValues Alpha Greater China Growth ETFReadDesk | CoreValues Alpha | 0.85% | 31.3% | $15.73 | 0.0% | −26.3% | −32.2% | $2M | |
| 4 | LITP | Sprott Lithium Miners ETFReadDesk | Sprott | 0.65% | 13.0% | $6.87 | −1.9% | −43.0% | −28.4% | $25M | |
| 5 | EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETFReadDesk | Invesco | 0.74% | 12.2% | $16.36 | −1.5% | −3.5% | +5.2% | $4M | |
| 6 | WAR | U.S. Global Technology and Aerospace & Defense ETFReadDesk | US Global | 0.60% | 10.8% | $27.37 | +1.6% | +18.5% | +18.8% | $31M | |
| 7 | URNJ | Sprott Junior Uranium Miners ETFReadDesk | Sprott | 0.80% | 10.0% | $16.65 | −1.4% | −33.9% | −43.0% | $293M | |
| 8 | KDEF | PLUS Korea Defense Industry Index ETFReadDesk | PLUS | 0.65% | 9.2% | $32.11 | +0.4% | −26.8% | −29.3% | $85M | |
| 9 | KWEB | KraneShares CSI China Internet ETFReadDesk | KraneShares | 0.69% | 9.0% | $23.28 | −0.3% | −31.6% | −38.2% | $4.3B | |
| 10 | ECNS | iShares MSCI China Small-Cap ETFReadDesk | iShares | 0.59% | 7.5% | $25.43 | −0.7% | −21.2% | −25.7% | $56M | |
| 11 | URA | Global X - Uranium ETFReadDesk | Global X | 0.69% | 6.3% | $33.05 | +0.4% | −22.7% | −37.2% | $4.6B | |
| 12 | POWR | iShares U.S. Power Infrastructure ETFReadDesk | iShares | 0.39% | 6.3% | $25.46 | +1.3% | +9.2% | +6.3% | $454M | |
| 13 | MLPB | ETRACS Alerian MLP Infrastructure Index ETN Series BReadDesk | ETRACS | 0.85% | 6.0% | $29.10 | −0.3% | +22.3% | +26.3% | $222M | |
| 14 | FCA | First Trust China AlphaDEX FundReadDesk | First Trust | 0.80% | 6.0% | $23.73 | −0.1% | −11.9% | −12.7% | $28M | |
| 15 | BILT | iShares Infrastructure Active ETFReadDesk | iShares | 0.60% | 5.8% | $28.09 | −0.5% | +9.0% | +9.2% | $120M | |
| 16 | NFRA | Northern Trust STOXX Global Broad Infrastructure ETFReadDesk | FlexShares | 0.48% | 5.7% | $64.43 | −0.2% | +8.3% | +9.0% | $3.1B | |
| 17 | MAGC | Roundhill Investments - China Magnificent Seven ETFReadDesk | Roundhill | 0.60% | 5.6% | $17.54 | +0.1% | −26.2% | −31.9% | $12M | |
| 18 | WISE | Themes Generative Artificial Intelligence ETFReadDesk | Themes | 0.35% | 5.3% | $30.33 | +1.1% | −22.2% | −32.0% | $22M | |
| 19 | AIVI | WisdomTree International AI Enhanced Value FundReadDesk | WisdomTree | 0.58% | 5.0% | $57.58 | −0.6% | +14.7% | +22.9% | $58M | |
| 20 | SRVR | Pacer Data & Infrastructure Real Estate ETFReadDesk | Pacer | 0.49% | 4.9% | $28.04 | +1.0% | +1.0% | −5.9% | $284M |
1–20 of 268 · sorted by Highest incomePage 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