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Thematic

GMO·1 of 10 funds·1% of GMO’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
[…]
Made money
[…]
Assets
$54.0M
Share of Thematic
0%

Story of the Week

Week of Nov 2, 2026
0%100%GMO $54.0M · 1 fundsEveryone else $388B · 267 fundsGMO’s Share of Thematic ETFsTodayOf all thematic ETF AUM
02 / 02

GMO’s Total Thematic Funds

1Y
1 funds · […] made money new: under a year old
Too new for 1Y$54.0M · under a year old
GMO thematic ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

GMO in Thematic

Today
GMO $54.0MEveryone else $388B

GMO holds 0% of Thematic AUM

GMO ETFs · current holdings · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

GMO’s Thematic Funds vs AUM

Today
0%of the funds0%of the AUM
Thematic ETFsFundsAUM
GMO1 · 0%$54.0M · 0%
Everyone else267 · 100%$388B · 100%
Thematic ETFs · current AUM · as of Nov 5, 2026 · 268 funds
@TheETFTracker·theetftracker.com

Top 1 GMO Thematic ETFs

Today
$54.0M of $54.0M
#FundAUM ▼1YFee
1KWHPower Infrastructure$54.0M[…]$0.60
GMO thematic ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Thematic Names

KWH vs SMH

YTD
GMO · $54.0M
[…]
VanEck · $65.8B
+40.0%
[…]Past year+38.2%
$54.0MAssets$65.8B
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

QLTY vs KWH

1Y
GMO · $5.4B
+21.1%
GMO · $54.0M
[…]
+17.2%Year to date[…]
0.50%Fee0.60%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

The Year in GMO Thematic ETFs

GMO’s Thematic ETF Record

1Y
0–0made money · lost
of 0 with a full year
0%all ETFs 78%
Each bar is one fund · 1Y return
0 lost0 made money
GMO thematic ETFs · past-year returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

GMO’s Thematic ETF Fees

Today
$0.60per $100 a year, typical
Funds at each fee · per $100 a year
1 fund at $0.60$54.0M · 100% of the money
GMO thematic ETFs · current fees · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

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 GMO fund among the theme’s 3 biggestWhole themeYTD asset-weighted
Thematic ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

GMO’s Thematic ETF Launches

2026
1thematic launch in 2026
Jul 14KWHPower Infrastructure$54.0M$0.60
GMO thematic ETFs · launched in the past year · as of Nov 5, 2026 · fee per $100
@TheETFTracker·theetftracker.com