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Thematic

Select Funds·1 of 1 funds·100% of Select Funds’ moneyIn the market’s Thematic bucket: 268 ETFs · $388B · +20.0% YTD

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

1Y record: 0–1
Made money: 0%
Assets: $935M
Share of Thematic: 0%

Story of the Week

Week of Nov 2, 2026

The 10 Largest Thematic ETFsTodaySelect Funds funds in gold0 of 10are Select Funds’

02 / 03

Select Funds’ Total Thematic Funds

1 funds · 0% made money new: under a year old

Lost money$935M

EUAD−9.5%$935M

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

Select Funds in Thematic

Today

Select Funds $935MEveryone else $387B

Select Funds holds 0% of Thematic AUM

Select Funds ETFs · current holdings · as of Nov 5, 2026

Select Funds’ Thematic Funds vs AUM

Today

0%of the funds0%of the AUM

Thematic ETFsFundsAUM

Select Funds1 · 0%$935M · 0%

Everyone else267 · 100%$387B · 100%

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

Top 1 Select Funds Thematic ETFs

Today

$935M of $935M

#FundAUM ▼1YFee

1EUADSelect STOXX Europe Aerospace & Defense$935M−9.5%$0.50

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

Compare Thematic Names

Open versus in desk

EUAD vs SMH

YTD

EUAD

Select Funds · $934.9M

−4.6%

SMH

VanEck · $65.8B

+40.0%

−9.5%Past year+38.2%

$935MAssets$65.8B

End-of-day Nov 4, 2026

The Year in Select Funds Thematic ETFs

Select Funds’ Thematic ETF Record

0–1made money · lost
of 1 with a full year

0%all ETFs 78%

Each bar is one fund · 1Y return

Typical −9.5%EUAD −9.5%

1 lost0 made money

Select Funds thematic ETFs · past-year returns · as of Nov 5, 2026

Select Funds’ Thematic ETF Fees

Today

$0.50per $100 a year, typical

Funds at each fee · per $100 a year

0.50

1 fund at $0.50$935M · 100% of the money

Select Funds thematic ETFs · current fees · 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 Select Funds fund among the theme’s 3 biggestWhole themeYTD asset-weighted

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

SFThematic

Story of the Week

Compare Thematic Names

The Year in Select Funds Thematic ETFs

Inside Thematic

Thematic