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Thematic

PLUS·1 of 2 funds·95% of PLUS’s moneyIn the market’s Thematic bucket: 268 ETFs · $388B · +21.8% YTD

Data as of Nov 4, 2026 · a scoreboard, not advice

1Y record
0–1
Made money
0%
Assets
$84.7M
Share of Thematic
0%

Story of the Week

Week of Nov 2, 2026
SMH$65.8BSOXX$44.3BDRAM$18.7BCIBR$16.8BPAVE$14.1BIGV$12.8BITA$12.5BBAI$11.9BGRID$11.1BIGF$10.9BThematic ETFs · current AUMPLUS · 0 funds$0iShares · 5 funds$92.3BThe 10 Largest Thematic ETFsTodayPLUS funds in gold0 of 10are PLUS’s
02 / 03

PLUS’s Total Thematic Funds

1Y
1 funds · 0% made money new: under a year old
Lost money$84.7M
PLUS thematic ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

PLUS in Thematic

Today
PLUS $84.7MEveryone else $388B

PLUS holds 0% of Thematic AUM

PLUS ETFs · current holdings · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

PLUS’s Thematic Funds vs AUM

Today
0%of the funds0%of the AUM
Thematic ETFsFundsAUM
PLUS1 · 0%$84.7M · 0%
Everyone else267 · 100%$388B · 100%
Thematic ETFs · current AUM · as of Nov 4, 2026 · 268 funds
@TheETFTracker·theetftracker.com

Top 1 PLUS Thematic ETFs

Today
$84.7M of $84.7M
#FundAUM ▼1YFee
1KDEFKorea Defense Industry$84.7M−29.3%$0.65
PLUS thematic ETFs · current AUM · as of Nov 4, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Thematic Names

KDEF vs SMH

YTD
PLUS · $84.7M
−26.8%
VanEck · $65.8B
+44.0%
Jan 1Nov 4−26.8%+44.0%
−29.3%Past year+43.3%
$84.7MAssets$65.8B
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

KMCA vs KDEF

1Y
PLUS · $4.9M
[…]
PLUS · $84.7M
−29.3%
[…]Year to date−26.8%
0.65%Fee0.65%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

The Year in PLUS Thematic ETFs

PLUS’s Thematic ETF Record

1Y
0–1made money · lost
of 1 with a full year
0%all ETFs 74%
Each bar is one fund · 1Y return
1 lost0 made money
PLUS thematic ETFs · past-year returns · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

PLUS’s Thematic ETF Fees

Today
$0.65per $100 a year, typical
Funds at each fee · per $100 a year
1 fund at $0.65$84.7M · 100% of the money
PLUS thematic ETFs · current fees · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Inside Thematic

Largest ETFs in Each Theme

YTD
ThemeFunds3 biggestMoneyAssetsYTD
AI & semis100SMH · SOXX · DRAM$171B+41.6%
Infrastructure39PAVE · GRID · IGF$57.8B+13.6%
Disruptive tech26IGV · BAI · IGM$50.6B+7.5%
Defense & space33ITA · PPA · SHLD$40.6B+0.5%
Cyber & cloud15CIBR · HACK · SKYY$27.9B+37.7%
China25MCHI · KWEB · FXI$18.6B−19.8%
Nuclear & uranium10URA · NLR · URNM$10.3B−24.0%
Quantum5QTUM · WQTM · QTUP$5.2B+20.2%
Clean energy & EV15ICLN · LIT · TAN$5.1B−6.0%
Bold PLUS fund among the theme’s 3 biggestWhole themeYTD asset-weighted
Thematic ETFs · year-to-date returns, asset-weighted · as of Nov 4, 2026
@TheETFTracker·theetftracker.com