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Thematic

xETFs·2 of 5 funds·83% of xETFs’ moneyIn the market’s Thematic bucket: 268 ETFs · $388B · +21.8% YTD

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

1Y record
[…]
Made money
[…]
Assets
$13.4M
Share of Thematic
0%

Story of the Week

Week of Nov 2, 2026
0%100%xETFs $13.4M · 2 fundsEveryone else $388B · 266 fundsxETFs’ Share of Thematic ETFsTodayOf all thematic ETF AUM
02 / 02

xETFs’ Total Thematic Funds

1Y
2 funds · […] made money new: under a year old
Too new for 1Y$13.4M · under a year old
xETFs thematic ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

xETFs in Thematic

Today
xETFs $13.4MEveryone else $388B

xETFs holds 0% of Thematic AUM

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

xETFs’ Thematic Funds vs AUM

Today
1%of the funds0%of the AUM
Thematic ETFsFundsAUM
xETFs2 · 1%$13.4M · 0%
Everyone else266 · 99%$388B · 100%
Thematic ETFs · current AUM · as of Nov 4, 2026 · 268 funds
@TheETFTracker·theetftracker.com

Top 2 xETFs Thematic ETFs

Today
$13.4M of $13.4M
#FundAUM ▼1YFee
1NECKAI Bottlenecks$12.0M[…]$0.75
2KSMHKorea AI Semiconductor$1.4M[…]$0.75
xETFs thematic ETFs · current AUM · as of Nov 4, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Thematic Names

NECK vs SMH

YTD
xETFs · $12.0M
[…]
VanEck · $65.8B
+44.0%
[…]Past year+43.3%
$12.0MAssets$65.8B
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

NYYY vs NECK

1Y
xETFs · $1.6M
[…]
xETFs · $12.0M
[…]
[…]Year to date[…]
0.99%Fee0.75%
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

The Year in xETFs Thematic ETFs

xETFs’ Thematic ETF Record

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

xETFs’ Thematic ETF Fees

Today
$0.75per $100 a year, typical
Funds at each fee · per $100 a year
2 funds at $0.75$13.4M · 100% of the money
xETFs 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 xETFs 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

xETFs’ Thematic ETF Launches

2026
2thematic launches in 2026
Sep 22NECKAI Bottlenecks$12.0M$0.75
Aug 19KSMHKorea AI Semiconductor$1.4M$0.75
xETFs thematic ETFs · launched in the past year · as of Nov 4, 2026 · fee per $100
@TheETFTracker·theetftracker.com