Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio
11 fundsWebsite ↗Are you Themes?Claim This Page

Commodities

Themes·3 of 11 funds·13% of Themes’ moneyIn the market’s Commodities bucket: 121 ETFs · $388B · −2.6% YTD

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

1Y record
3–0
Made money
100%
Assets
$37.4M
Share of Commodities
0%

Story of the Week

Week of Nov 2–6, 2026
GLD$131BIAU$59.9BGLDM$29.7BSLV$26.3BGDX$26.0BIAUM$8.2BPDBC$7.7BGDXJ$7.6BSGOL$6.9BCOPX$6.0BCommodities ETFs · current AUMThemes · 0 funds$0State Street · 2 funds$161BThe 10 Largest Commodity ETFsTodayThemes funds in gold0 of 10are Themes’
02 / 04

Themes’ Total Commodity Funds

YTD
3 funds · 33% up this year new: launched this year
Up this year$10.5M
COPA+0.1%$10.5M
Down this year$26.9M
AUMI−1.7%$18.8MAGMI−4.4%$8.1M
Themes commodity ETFs · year-to-date returns · as of Nov 5, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

Themes in Commodities

Today
Themes $37.4MEveryone else $388B

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%$37.4M · 0%
Everyone else118 · 98%$388B · 100%
Commodities ETFs · current AUM · as of Nov 5, 2026 · 121 funds
@TheETFTracker·theetftracker.com

Top 3 Themes Commodity ETFs

Today
$37.4M of $37.4M
#FundAUM ▼1YFee
1AUMIGold Miners$18.8M+24.5%$0.35
2COPACopper Miners$10.5M+28.7%$0.35
3AGMISilver Miners$8.1M+32.0%$0.35
Themes commodity ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Commodity Names

Open versus in desk

AUMI vs GLD

YTD
AUMI
Themes · $18.8M
−1.7%
GLD
State Street · $131B
−5.3%
Jan 1Nov 5−1.7%−5.3%
+24.5%Past year+3.6%
$18.8MAssets$131B
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

AGMI vs AUMI

1Y
AGMI
Themes · $8.1M
+32.0%
AUMI
Themes · $18.8M
+24.5%
Nov 5, 2025Nov 5, 2026+32.0%+24.5%
−4.4%Year to date−1.7%
0.35%Fee0.35%
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

COPA vs AUMI

1Y
COPA
Themes · $10.5M
+28.7%
AUMI
Themes · $18.8M
+24.5%
Nov 5, 2025Nov 5, 2026+28.7%+24.5%
+0.1%Year to date−1.7%
$10.5MAssets$18.8M
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

NATO vs AUMI

1Y
NATO
Themes · $89.1M
−5.8%
AUMI
Themes · $18.8M
+24.5%
Nov 5, 2025Nov 5, 2026−5.8%+24.5%
−6.9%Year to date−1.7%
0.5%Yield0.9%
End-of-day Nov 5, 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 76%
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$37.4M · 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%$463/yr+32.0%
COPACopper Miners4.3%$425/yr+28.7%
AUMIGold Miners0.9%$88/yr+24.5%
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$266B−4.2%
Miners23GDX · GDXJ · COPX$52.4B−2.9%
Silver & metals10SLV · SIVR · GLTR$35.2B−26.0%
Broad basket33PDBC · HGER · BCI$31.6B+33.7%
Oil & gas8BNO · FCG · UNG$2.3B+47.3%
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
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