Today

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

ReadMarkets Issuers Visualizations Compare FeedDeskYour desk

Search ETFs and stocks

Loading…

Getting the latest data.

Also playingIssuers Visualizations Compare Feed Portfolio Daily email

The ETF Tracker

All ETFs Daily email For issuers Terms Privacy Data sources

Not investment advice. · @TheETFTracker · theetftracker.com

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+4.8%

Average Thematic fund, past year

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

By assets: +19.4%
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

02 / 04

Also playingIssuers Visualizations Compare Feed Portfolio Daily email

The ETF Tracker

All ETFs Daily email For issuers Terms Privacy Data sources

Not investment advice. · @TheETFTracker · theetftracker.com

ReadMarkets Issuers Visualizations Compare FeedDeskYour desk

Search ETFs and stocks

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%