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Strategies→Core, income, leveraged, crypto and more Asset Classes→Stocks, bonds, international, commodities Themes→AI, cyber, quantum, nuclear and more

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Thematic ETFs | ETF Tracker

Today

VOO−0.3%IVV−0.3%SPY−0.4%VTI−0.4%QQQ−0.3%VUG−0.2%VEA−0.7%IEFA−0.7%VTV−0.4%SPYM−0.3%VXUS−0.9%BND−0.6%VGT−0.6%IEMG−1.4%AGG−0.6%GLD−2.8%IJH−1.2%VWO−1.4%SCHD−0.2%IWF−0.4%SGOV+0.0%XLK−0.3%VIG+0.0%IJR−1.2%QQQM−0.3%RSP−0.9%VO−0.9%ITOT−0.5%DFAC−0.7%IWD−0.4%VOO−0.3%IVV−0.3%SPY−0.4%VTI−0.4%QQQ−0.3%VUG−0.2%VEA−0.7%IEFA−0.7%VTV−0.4%SPYM−0.3%VXUS−0.9%BND−0.6%VGT−0.6%IEMG−1.4%AGG−0.6%GLD−2.8%IJH−1.2%VWO−1.4%SCHD−0.2%IWF−0.4%SGOV+0.0%XLK−0.3%VIG+0.0%IJR−1.2%QQQM−0.3%RSP−0.9%VO−0.9%ITOT−0.5%DFAC−0.7%

End-of-day · FMP

The ETF TrackerBY WOLF

Read

Strategies→Core, income, leveraged, crypto and more Asset Classes→Stocks, bonds, international, commodities Themes→AI, cyber, quantum, nuclear and more

Sectors →Movers →All ETFs →Open the desk

All Issuers→See every issuer, ranked by AUM and money made Compare Two→Pick any two issuers, head to head New Funds→The latest ETFs from every issuer

Invesco Claim your page

Visualizations Compare Feed

Markets/Strategies/Thematic

Thematic+6.1%

Average Thematic fund, past week

Data as of Nov 12, 2026 · a scoreboard, not advice

By assets: +8.5%
Past year: +4.8%
Today: −1.5%
Assets: $377.0B
AI & Semis share: 44%

Open Thematic in desk All 14 buckets

Today 1W YTD 1Y 3Y 5Y

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Story of the year · ThemesAI & SemisLed all 9 themes · 101 funds · $164.3B · +39.5%

Story of the year · Every themeYTDNine Themes268 ETFs · $377.0B · by assets+39.5%AI & Semis, the leading theme

Story of the year · ThemesNuclear & UraniumTrailed all 9 themes · 10 funds · $10.4B · −25.3%

Story of the year · FundsFTXLBest of 268 Thematic ETFs · $989M · +61.0%

Thematic ETFs by Theme

YTD

Money in each theme · $377.0BLargest theme first

AI & semis 44%Infrastructure 15%Disruptive tech 13%11%7%5%3%

AI & semis1st of 9

101 funds · $164.3B · +39.5%

SMH+39.3%$63.5B SOXX+54.7%$43.8B DRAMnew$16.6B AIQ+17.0%$9.4B 97 more$31.1B

Infrastructure4th of 9

39 funds · $56.5B · +12.3%

PAVE+12.3%$13.5B IGF+10.4%$11.0B GRID+6.2%$10.7B EMLP+18.4%$4.2B 35 more$17.2B

Disruptive tech5th of 9

26 funds · $48.7B · +6.3%

IGV−4.0%$13.0B BAI+12.7%$11.9B IGM+17.2%$10.2B ARKK−0.5%$6.1B 22 more$7.4B

Defense & space6th of 9

33 funds · $39.9B · −1.0%

ITA+0.5%$12.5B PPA+2.3%$7.6B SHLD−6.7%$6.1B XAR−3.1%$5.3B 29 more$8.5B

Cyber & cloud2nd of 9

15 funds · $27.1B · +35.7%

CIBR+35.3%$16.3B HACK+45.6%$3.3B SKYY+18.5%$3.1B BUG+48.2%$2.0B 11 more$2.3B

China8th of 9

24 funds · $19.6B · −19.7%

MCHI−16.6%$5.7B KWEB−32.7%$4.9B FXI−11.9%$3.9B CQQQ−24.8%$1.8B 20 more$3.2B

Nuclear & uranium9th of 9

10 funds · $10.4B · −25.3%

URA−24.3%$4.6B NLR−28.0%$3.0B URNM−26.6%$1.8B NUKZ−11.2%$586M 6 more$383M

Clean energy & EV7th of 9

15 funds · $5.4B · −7.5%

ICLN−2.9%$2.1B TAN−13.8%$1.1B LIT−8.0%$1.1B PBW−14.7%$303M 11 more$790M

Quantum3rd of 9

5 funds · $5.1B · +20.4%

QTUM+21.6%$4.8B WQTM−0.5%$278M QTUPnew$18M CQTMnew$15M 1 more$2M

End-of-day Nov 12, 2026 · the 36 largest funds named · tile width = AUM in the theme

@TheETFTracker·theetftracker.com

Top 8 Thematic ETFs

YTD

Average fund+6.8%

By assets+19.9%

Past year+4.8%

Total ETF Return by Theme

YTD

1Low-Cost Core+12.5%

2Sectors+12.4%

3US Stock Styles+12.3%

4International+9.8%

5Income+8.6%

6Defined Outcome+7.7%

7Commodities+7.0%

8

ETF Thematic Highs & Lows

YTD

LowHighSpread

CommoditiesSilver & metals−28.7%Oil & gas+49.2%77.9 pts

ThematicNuclear & uranium−25.3%AI & semis+39.5%64.8 pts

SectorsCommunication−6.3%

Thematic vs Low-Cost Core

YTD

AThematic268 ETFs · $377BBLow-Cost Core72 ETFs · $4.92T

Theme by Theme

AI & Semis ETFs

YTD

Leaves exchange-traded notes out of every list.

Today−1.5%

ETFs268

#TickerFundTrendTodayYTD ▼1YAssets

1FTXLFirst Trust Nasdaq Semiconductor ETF−0.5%+61.0%+68.9%$989MDouble-click to open in desk

2WCBRWisdomTree Cybersecurity Fund−0.9%+55.6%+35.1%$197MDouble-click to open in desk

3CHPSXtrackers Semiconductor Select Equity ETF−1.2%+54.8%+61.1%$122MDouble-click to open in desk

4SOXXiShares Semiconductor ETF−0.3%+54.7%+58.0%$43.8BDouble-click to open in desk

5CHPXGlobal X - AI Semiconductor & Quantum ETF−0.7%+51.6%+49.6%$105MDouble-click to open in desk

6PSIInvesco Semiconductors ETF−1.2%+51.0%+54.7%$2.0BDouble-click to open in desk

7AISVistaShares Artificial Intelligence Supercycle ETF−1.2%+50.1%+46.8%$870MDouble-click to open in desk

8SOXQInvesco PHLX Semiconductor ETF−0.6%+48.7%+51.1%$2.7BDouble-click to open in desk

End-of-day Nov 12, 2026 · 268 funds ranked by YTD

@TheETFTracker·theetftracker.com

Largest Thematic ETFs

YTD

#FundTrendTodayYTD1Y

1SMH$63.5B−1.0%+39.3%+43.4%

2SOXX$43.8B−0.3%+54.7%+58.0%

3DRAM$16.6Bnew−2.7%——

4CIBR$16.3B+0.2%+35.3%+26.2%

5PAVE$13.5B−0.7%+12.3%+12.8%

6IGV$13.0B−0.8%−4.0%−8.6%

7ITA$12.5B−2.1%+0.5%+2.5%

8BAI$11.9B−1.0%+12.7%+7.7%

End-of-day Nov 12, 2026 · by assets

@TheETFTracker·theetftracker.com

+6.8%

9Bonds & Cash+0.0%

10Thematic Income−5.0%

11Leveraged−16.8%

12Single-Stock−24.9%

13Crypto−25.6%

14New Launchestoo new

End-of-day Nov 12, 2026 · average fund

@TheETFTracker·theetftracker.com

Energy+39.9%

46.3 pts

US Stock StylesGrowth+3.0%Value+22.4%19.4 pts

CryptoSpot ether−31.8%Spot bitcoin−18.8%13.0 pts

IncomeCovered calls+9.6%Dividend stocks+17.0%7.3 pts

Single-StockTSLA−40.5%PLTR−33.3%7.2 pts

InternationalEmerging+10.6%Region & country+16.0%5.5 pts

Bonds & CashMortgage−1.6%Cash & T-bills+3.2%4.8 pts

Defined OutcomeHedged equity+5.6%Buffer+8.4%2.8 pts

Low-Cost CoreUS large cap+12.0%Nasdaq-100+12.4%0.4 pts

End-of-day Nov 12, 2026 · asset-weighted · widest spread first

@TheETFTracker·theetftracker.com

Leaders vs Laggards

YTD

LeadersLaggards

Commodities+49.2%Oil & gasSilver & metals−28.7%

Sectors+39.9%EnergyCommunication−6.3%

Thematic+39.5%AI & semisNuclear & uranium−25.3%

US Stock Styles+22.4%ValueGrowth+3.0%

Income+17.0%Dividend stocksCovered calls+9.6%

International+16.0%Region & countryEmerging+10.6%

Low-Cost Core+12.4%Nasdaq-100US large cap+12.0%

Defined Outcome+8.4%BufferHedged equity+5.6%

Bonds & Cash+3.2%Cash & T-billsMortgage−1.6%

Crypto−18.8%Spot bitcoinSpot ether−31.8%

Single-Stock−33.3%PLTRTSLA−40.5%

End-of-day Nov 12, 2026 · asset-weighted

@TheETFTracker·theetftracker.com

MeasureThematicCore

Average fund+6.8%+12.5%

Asset-weighted+19.9%+12.1%

Past year+4.8%+13.2%

Today−1.5%−0.4%

Best fundFTXL +61.0%FELV +27.2%

Worst fundLITP −42.7%FELG −0.2%

4–2measures won
Core first

End-of-day Nov 12, 2026 · average fund, total return

@TheETFTracker·theetftracker.com

SOXX vs SMH

YTD

ASOXXBSMH3–1SOXX first

+54.7%Year to date+39.3%

+58.0%Past year+43.4%

0.33%Fee0.35%

$43.8BAssets$63.5B

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

+39.5%101 funds · $164.3B
asset-weighted

Share of Thematic money44%

Largest fundsYTD

SMH$63.5B+39.3%

SOXX$43.8B+54.7%

DRAM$16.6Bnew

AIQ$9.4B+17.0%

97 more funds$31.1B

End-of-day Nov 12, 2026 · theme YTD is asset-weighted

@TheETFTracker·theetftracker.com

Cyber & Cloud ETFs

YTD

+35.7%15 funds · $27.1B
2nd of 9 themes

theme +35.7%, asset-weighted

LargestShare of theme

CIBR$16.3B60%

HACK$3.3B12%

SKYY$3.1B11%

BUG$2.0B8%

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

Quantum ETFs

YTD

94%of quantum money
is in QTUM

Theme+20.4%

QTUM $4.8B5 funds · $5.1B

Largest 4YTD

QTUM93.9% of money$4.8B+21.6%

WQTM5.4% of money$278M−0.5%

QTUP0.4% of money$18Mnew

CQTM0.3% of money$15Mnew

End-of-day Nov 12, 2026 · asset-weighted

@TheETFTracker·theetftracker.com

Infrastructure ETFs

YTD

+12.3%39 funds · $56.5B · asset-weighted

PAVE

+12.3%

$13.5B

IGF

+10.4%

$11.0B

GRID

+6.2%

$10.7B

EMLP

+18.4%

35 more

$17.2B

Tile size = assets · colour = YTD$56.5B in all

End-of-day Nov 12, 2026

Disruptive Tech ETFs

YTD

+6.3%26 funds · $48.7B
asset-weighted

Share of Thematic money13%

Largest fundsYTD

IGV$13.0B−4.0%

BAI$11.9B+12.7%

IGM$10.2B+17.2%

ARKK$6.1B−0.5%

Defense & Space ETFs

YTD

−1.0%33 funds · $39.9B

Largest 4YTD

ITA$12.5B+0.5%

PPA$7.6B+2.3%

SHLD$6.1B−6.7%

XAR$5.3B−3.1%

This theme

−1.0%

All Thematic

+19.9%

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

Nuclear & Uranium ETFs

YTD

−25.3%10 funds · $10.4B

9 themesYTD

AI & semis+39.5%

Cyber & cloud+35.7%

Quantum+20.4%

Infrastructure+12.3%

Disruptive tech

Clean Energy & EV ETFs

YTD

−7.5%15 funds · $5.4B
8th of 9 by assets

ICLN$2.1B−2.9%TAN$1.1B−13.8%LIT$1.1B−8.0%PBW$303M−14.7%

11 more funds$790M

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

China ETFs

YTD

−19.7%24 funds · $19.6B
8th of 9 themes

Best vs Worst

YTD

AAI & semisBNuclear & uraniumasset-weighted

Funds10110

Assets$164B$10.4B

Biggest fundSMHURA

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

AI & Semis vs Cyber

YTD

AAI & semis

101 ETFs

+39.5%

vs

Cyber & cloudB

15 ETFs

+35.7%

$164BAssets$27.1B

SMH +39.3%Biggest fundCIBR +35.3%

+43.4%Biggest, past year+26.2%

3–0measures won · AI & semis

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

Thematic ETFs

YTD

9 themesYTD

End-of-day Nov 12, 2026 · theme YTD is asset-weighted

@TheETFTracker·theetftracker.com

@TheETFTracker·theetftracker.com

22 more funds$7.4B

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

+6.3%

Defense & space−1.0%

Clean energy & EV−7.5%

China−19.7%

Nuclear & uranium−25.3%

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

MCHI$5.7B−16.6%

KWEB$4.9B−32.7%

FXI$3.9B−11.9%

CQQQ$1.8B−24.8%

End-of-day Nov 12, 2026

@TheETFTracker·theetftracker.com

Quantum

+20.4%

5 funds · $5.1B

Quantum+20.4%

All thematic+19.9%

QTUM $4.8B · largest+21.6%