118 fundsWebsite ↗Are you Global X?Claim This Page

Thematic

Global X·17 of 118 funds·54% of Global X’s moneyIn the market’s Thematic bucket: 268 ETFs · $388B · +20.0% YTD

Data as of Nov 5, 2026 · a scoreboard, not advice

1Y record: 10–5
Made money: 67%
Assets: $47.6B
Share of Thematic: 12%

Story of the Week

Week of Nov 2, 2026

The 10 Largest Thematic ETFsTodayGlobal X funds in gold1 of 10are Global X’s

02 / 04

Global X’s Total Thematic Funds

17 funds · 67% made money new: under a year old

Made money$32.9B

PAVE+13.0%$14.1B AIQ+11.9%$9.5B MLPX+27.8%$3.7B BUG+36.2%$2.1B DTCR+17.5%$1.9B LIT+1.3%$1.1B CLOU+14.4%$390M CHPX+38.6%$110M KROP+18.4%$15.3M IPAV+7.6%$6.0M

Lost money$14.6B

SHLD−10.5%$6.6B URA−34.8%$4.6B BOTZ−13.8%$3.0B DRIV−2.9%$297M CHIQ−27.5%$98.8M

Too new for 1Y$34.7M · under a year old

ORBXnew$34.3M ACHPnew$408K

Global X thematic ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first

Global X in Thematic

Today

Global X $47.6BEveryone else $340B

Global X holds 12% of Thematic AUM

Global X ETFs · current holdings · as of Nov 5, 2026

Global X’s Thematic Funds vs AUM

Today

6%of the funds12%of the AUM

Thematic ETFsFundsAUM

Global X17 · 6%$47.6B · 12%

Everyone else251 · 94%$340B · 88%

Thematic ETFs · current AUM · as of Nov 5, 2026 · 268 funds

Top 10 Global X Thematic ETFs

Today

$47.0B of $47.6B

#FundAUM ▼1YFee

1PAVEU.S. Infrastructure Development$14.1B+13.0%$0.47

2AIQArtificial Intelligence & Technology$9.5B+11.9%$0.68

3SHLDDefense Tech$6.6B−10.5%$0.50

4URAUranium$4.6B−34.8%$0.69

5MLPXMLP & Energy Infrastructure$3.7B+27.8%$0.45

6BOTZRobotics & Artificial Intelligence$3.0B−13.8%$0.68

7BUGCybersecurity$2.1B+36.2%$0.50

8DTCRData Center & Digital Infrastructure$1.9B+17.5%$0.50

9LITLithium & Battery Tech$1.1B+1.3%$0.75

10CLOUCloud Computing$390M+14.4%$0.68

Global X thematic ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year

Compare Thematic Names

Open versus in desk

PAVE vs SMH

YTD

PAVE

Global X · $14.1B

+13.0%

SMH

VanEck · $65.8B

+40.0%

+13.0%Past year+38.2%

$14.1BAssets$65.8B

End-of-day Nov 4, 2026

CHPX vs PAVE

CHPX

Global X · $109.5M

+38.6%

PAVE

Global X · $14.1B

+13.0%

+48.9%Year to date+13.0%

0.50%Fee0.47%

End-of-day Nov 4, 2026

BUG vs URA

BUG

Global X · $2.1B

+36.2%

URA

Global X · $4.6B

−34.8%

+54.2%Year to date−23.5%

$2.1BAssets$4.6B

End-of-day Nov 4, 2026

QYLD vs PAVE

QYLD

Global X · $8.1B

+16.1%

PAVE

Global X · $14.1B

+13.0%

+12.4%Year to date+13.0%

11.9%Yield0.8%

End-of-day Nov 4, 2026

The Year in Global X Thematic ETFs

Global X’s Thematic ETF Record

10–5made money · lost
of 15 with a full year

67%all ETFs 78%

Each bar is one fund · 1Y return

Typical +11.9%CHPX +38.6%URA −34.8%

5 lost10 made money

Global X thematic ETFs · past-year returns · as of Nov 5, 2026

Global X’s Thematic ETF Fees

Today

$0.56per $100 a year, typical

Funds at each fee · per $100 a year

0.45

0.47

0.50

0.55

0.65

0.68

0.69

0.75

1 fund at $0.47$14.1B · 30% of the money

Global X thematic ETFs · current fees · as of Nov 5, 2026

Global X’s Thematic ETF Yields

Today

FundYield ▼On $10K1Y

URAUranium6.4%$637/yr−34.8%

MLPXMLP & Energy Infrastructure4.3%$429/yr+27.8%

DTCRData Center & Digital Infrastructure1.0%$95/yr+17.5%

LITLithium & Battery Tech0.8%$81/yr+1.3%

PAVEU.S. Infrastructure Development0.8%$80/yr+13.0%

DRIVAutonomous & Electric Vehicles0.7%$74/yr−2.9%

SHLDDefense Tech0.7%$69/yr−10.5%

Global X thematic ETFs · trailing yield · as of Nov 5, 2026

Inside Thematic

Largest ETFs in Each Theme

YTD

ThemeFunds3 biggestMoneyAssetsYTD

AI & semis100SMH · SOXX · DRAM$171B+37.9%

Infrastructure39PAVE · GRID · IGF$57.8B+12.2%

Disruptive tech26IGV · BAI · IGM$50.6B+7.4%

Defense & space33ITA · PPA · SHLD$40.6B−2.0%

Cyber & cloud15CIBR · HACK · SKYY$27.9B+37.9%

China25MCHI · KWEB · FXI$18.6B−16.3%

Nuclear & uranium10URA · NLR · URNM$10.3B−24.9%

Quantum5QTUM · WQTM · QTUP$5.2B+18.8%

Clean energy & EV15ICLN · LIT · TAN$5.1B−3.0%

Bold Global X fund among the theme’s 3 biggestWhole themeYTD asset-weighted

Thematic ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026

Global X’s Thematic ETF Launches

2026

2thematic launches in 2026

Oct 13ACHPAsia Semiconductor$408K$0.50

Apr 14ORBXSpace Tech$34.3M$0.50

Global X thematic ETFs · launched in the past year · as of Nov 5, 2026 · fee per $100

GXThematic

Story of the Week

Compare Thematic Names

The Year in Global X Thematic ETFs

Inside Thematic

Thematic