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Commodities

Themes·3 of 11 funds·13% of Themes’ moneyIn the market’s Commodities bucket: 122 ETFs · $383B · −2.6% YTD

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

1Y record
3–0
Made money
100%
Assets
$38.0M
Share of Commodities
0%

Story of the Week

Week of Nov 2, 2026
GLD$132BIAU$58.4BGLDM$30.0BSLV$24.8BGDX$23.9BIAUM$7.9BPDBC$7.8BGDXJ$7.0BSGOL$6.7BCOPX$6.1BCommodities ETFs · current AUMThemes · 0 funds$0State Street · 2 funds$162BThe 10 Largest Commodity ETFsTodayThemes funds in gold0 of 10are Themes’
02 / 04

Themes’ Total Commodity Funds

1Y
3 funds · 100% made money new: under a year old
Themes commodity ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

Themes in Commodities

Today
Themes $38.0MEveryone else $383B

Themes holds 0% of Commodities AUM

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

Themes’ Commodity Funds vs AUM

Today
2%of the funds0%of the AUM
Commodity ETFsFundsAUM
Themes3 · 2%$38.0M · 0%
Everyone else119 · 98%$383B · 100%
Commodities ETFs · current AUM · as of Nov 5, 2026 · 122 funds
@TheETFTracker·theetftracker.com

Top 3 Themes Commodity ETFs

Today
$38.0M of $38.0M
#FundAUM ▼1YFee
1AUMIGold Miners$19.0M+17.3%$0.35
2COPACopper Miners$10.7M+30.7%$0.35
3AGMISilver Miners$8.3M+27.0%$0.35
Themes commodity ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Commodity Names

AUMI vs GLD

YTD
Themes · $19.0M
−3.4%
State Street · $132B
−6.0%
Jan 1Nov 4−3.4%−6.0%
+17.3%Past year+1.0%
$19.0MAssets$132B
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

COPA vs AUMI

1Y
Themes · $10.7M
+30.7%
Themes · $19.0M
+17.3%
Nov 4, 2025Nov 4, 2026+30.7%+17.3%
+5.4%Year to date−3.4%
0.35%Fee0.35%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

AGMI vs AUMI

1Y
Themes · $8.3M
+27.0%
Themes · $19.0M
+17.3%
Nov 4, 2025Nov 4, 2026+27.0%+17.3%
−2.8%Year to date−3.4%
$8.3MAssets$19.0M
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

NATO vs AUMI

1Y
Themes · $88.9M
−3.7%
Themes · $19.0M
+17.3%
Nov 4, 2025Nov 4, 2026−3.7%+17.3%
−3.0%Year to date−3.4%
0.5%Yield0.9%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

The Year in Themes Commodity ETFs

Themes’ Commodity ETF Record

1Y
3–0made money · lost
of 3 with a full year
100%all ETFs 78%
Each bar is one fund · 1Y return
0 lost3 made money
Themes commodity ETFs · past-year returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Themes’ Commodity ETF Fees

Today
$0.35per $100 a year, typical
Funds at each fee · per $100 a year
3 funds at $0.35$38.0M · 100% of the money
Themes commodity ETFs · current fees · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Themes’ Commodity ETF Yields

Today
FundYield ▼On $10K1Y
AGMISilver Miners4.6%$455/yr+27.0%
COPACopper Miners4.0%$404/yr+30.7%
AUMIGold Miners0.9%$90/yr+17.3%
Themes commodity ETFs · trailing yield · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Inside Commodities

Largest ETFs in Each Commodity

YTD
CommodityFunds3 biggestMoneyAssetsYTD
Gold47GLD · IAU · GLDM$265B−4.5%
Miners23GDX · GDXJ · COPX$49.2B−2.7%
Silver & metals10SLV · SIVR · GLTR$33.4B−25.7%
Broad basket34PDBC · HGER · BCI$32.9B+32.9%
Oil & gas8BNO · FCG · UNG$2.4B+49.9%
Bold Themes fund among the commodity’s 3 biggestWhole commodityYTD asset-weighted
Commodities ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026
@TheETFTracker·theetftracker.com