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Thematic

VanEck·6 of 91 funds·44% of VanEck’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: 3–1
Made money: 75%
Assets: $69.2B
Share of Thematic: 18%

Story of the Week

Week of Nov 2, 2026

The 10 Largest Thematic ETFsTodayVanEck funds in gold1 of 10are VanEck’s

02 / 04

VanEck’s Total Thematic Funds

6 funds · 75% made money new: under a year old

Made money$66.2B

SMH+43.3%$65.8B SMHX+25.4%$242M IBOT+18.7%$99.7M

Lost money$3.0B

NLR−40.5%$3.0B

Too new for 1Y$48.3M · under a year old

WARPnew$37.8M SMHCnew$10.5M

VanEck thematic ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, largest first

VanEck in Thematic

Today

VanEck $69.2BEveryone else $318B

VanEck holds 18% of Thematic AUM

VanEck ETFs · current holdings · as of Nov 4, 2026

VanEck’s Thematic Funds vs AUM

Today

2%of the funds18%of the AUM

Thematic ETFsFundsAUM

VanEck6 · 2%$69.2B · 18%

Everyone else262 · 98%$318B · 82%

Thematic ETFs · current AUM · as of Nov 4, 2026 · 268 funds

Top 6 VanEck Thematic ETFs

Today

$69.2B of $69.2B

#FundAUM ▼1YFee

1SMHSemiconductor$65.8B+43.3%$0.35

2NLRUranium and Nuclear$3.0B−40.5%$0.52

3SMHXFabless Semiconductor$242M+25.4%$0.35

4IBOTRobotics$99.7M+18.7%$0.47

5WARPSpace$37.8M[…]$0.50

6SMHCChina Semiconductor$10.5M[…]$0.65

VanEck thematic ETFs · current AUM · as of Nov 4, 2026 · fee per $100 a year

Compare Thematic Names

Open versus in desk

SMH vs SOXX

YTD

SMH

VanEck · $65.8B

+44.0%

SOXX

iShares · $44.3B

+54.7%

+43.3%Past year+52.2%

$65.8BAssets$44.3B

End-of-day Nov 3, 2026

SMHX vs NLR

SMHX

VanEck · $242.0M

+25.4%

NLR

VanEck · $3.0B

−40.5%

+36.2%Year to date−27.5%

0.35%Fee0.52%

End-of-day Nov 3, 2026

GDX vs SMH

GDX

VanEck · $23.9B

+8.5%

SMH

VanEck · $65.8B

+43.3%

−9.5%Year to date+44.0%

$23.9BAssets$65.8B

End-of-day Nov 3, 2026

The Year in VanEck Thematic ETFs

VanEck’s Thematic ETF Record

3–1made money · lost
of 4 with a full year

75%all ETFs 74%

Each bar is one fund · 1Y return

Typical +22.0%SMH +43.3%NLR −40.5%

1 lost3 made money

VanEck thematic ETFs · past-year returns · as of Nov 4, 2026

VanEck’s Thematic ETF Fees

Today

$0.36per $100 a year, typical

Funds at each fee · per $100 a year

0.35

0.47

0.50

0.52

0.65

2 funds at $0.35$66.1B · 95% of the money

VanEck thematic ETFs · current fees · as of Nov 4, 2026

VanEck’s Thematic ETF Yields

Today

FundYield ▼On $10K1Y

NLRUranium and Nuclear3.5%$352/yr−40.5%

IBOTRobotics0.3%$32/yr+18.7%

SMHSemiconductor0.2%$21/yr+43.3%

SMHXFabless Semiconductor0.0%$2/yr+25.4%

VanEck thematic ETFs · trailing yield · as of Nov 4, 2026

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%

Blue VanEck fund among the theme’s 3 biggestWhole themeYTD asset-weighted

Thematic ETFs · year-to-date returns, asset-weighted · as of Nov 4, 2026

VanEck’s Thematic ETF Launches

2026

2thematic launches in 2026

Jun 23SMHCChina Semiconductor$10.5M$0.65

May 6WARPSpace$37.8M$0.50

VanEck thematic ETFs · launched in the past year · as of Nov 4, 2026 · fee per $100

VEThematic

Story of the Week

Compare Thematic Names

The Year in VanEck Thematic ETFs

Inside Thematic

Thematic