SMH vs SOXX
YTDPast year+40.2%+49.0%
Fee0.35%0.33%
Assets$66.4B$43.0B
2–1SOXX wins
End-of-day Nov 3, 2026 · the two largest by assets
Asset-weighted−1.8%Big funds count more
Past year+3.5%Average fund, 1Y
Today−1.1%Average fund, Nov 3
Assets$389BAI & semis $172B
Best · Worst+4.7%TAN · AIQU −11.9%
Thematic vs All ETFs
YTDThematicAll ETFs
Past year+16.9%+11.2%
Today−1.8%−0.3%
Assets$389B$20.53T
End-of-day Nov 3, 2026 · asset-weighted
Thematic ETFs
Today268 funds| # | Trend | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TAN | Invesco Solar ETFReadDesk | Invesco | 0.70% | 0.0% | $42.07 | +4.7% | −14.4% | −11.9% | $872M | |
| 2 | MAGC | Roundhill Investments - China Magnificent Seven ETFReadDesk | Roundhill | 0.59% | 5.6% | $17.52 | +3.5% | −26.3% | −32.6% | $12M | |
| 3 | ACES | ALPS Clean Energy ETFReadDesk | ALPS | 0.55% | 0.7% | $26.71 | +3.0% | −17.3% | −21.4% | $87M | |
| 4 | AV | Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $26.49 | +3.0% | new | new | $772K | |
| 5 | ICLN | iShares Global Clean Energy ETFReadDesk | iShares | 0.38% | 1.2% | $15.73 | +2.7% | −4.0% | −6.6% | $2.0B | |
| 6 | KWEB | KraneShares CSI China Internet ETFReadDesk | KraneShares | 0.69% | 9.0% | $23.35 | +2.7% | −31.4% | −38.4% | $4.3B | |
| 7 | GCAD | Gabelli Commercial Aerospace and Defense ETFReadDesk | Gabelli | 0.90% | 1.9% | $50.13 | +2.6% | +8.0% | +11.6% | $45M | |
| 8 | TCHI | iShares MSCI China Multisector Tech ETFReadDesk | iShares | 0.59% | 3.0% | $18.30 | +2.5% | −21.5% | −27.4% | $35M | |
| 9 | EFRA | iShares Environmental Infrastructure and Industrials ETFReadDesk | iShares | 0.47% | 4.1% | $35.71 | +2.4% | +8.6% | +10.0% | $6M | |
| 10 | VCLN | Virtus Duff & Phelps Clean Energy ETFReadDesk | Virtus | 0.59% | 2.1% | $25.36 | +2.4% | −0.3% | +1.6% | $5M | |
| 11 | ITA | iShares U.S. Aerospace & Defense ETFReadDesk | iShares | 0.37% | 0.3% | $214.68 | +2.4% | +0.2% | 0.0% | $12.2B | |
| 12 | PGJ | Invesco Golden Dragon China ETFReadDesk | Invesco | 0.70% | 2.0% | $21.30 | +2.3% | −25.3% | −31.6% | $76M | |
| 13 | KDEF | PLUS Korea Defense Industry Index ETFReadDesk | PLUS | 0.65% | 9.3% | $31.98 | +2.3% | −27.1% | −28.9% | $82M | |
| 14 | ASHS | Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFReadDesk | Xtrackers | 0.65% | 0.0% | $35.15 | +2.1% | −9.2% | −6.5% | $24M | |
| 15 | DRGN | Themes Etf Trust - China Generative Artificial Intelligence EtfReadDesk | Themes | 0.39% | 1.4% | $27.73 | +2.0% | −14.9% | −21.1% | $18M | |
| 16 | KSTR | KraneShares China Technology & Semiconductor STAR 50 Index ETFReadDesk | KraneShares | 0.89% | 0.0% | $17.15 | +2.0% | −7.8% | −12.8% | $259M | |
| 17 | KYC | Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFReadDesk | Corgi Funds | 0.35% | 0.0% | $26.35 | +2.0% | new | new | $387K | |
| 18 | FDRV | Fidelity Electric Vehicles and Future Transportation ETFReadDesk | Fidelity | 0.39% | 1.5% | $14.96 | +2.0% | −7.9% | −13.3% | $23M | |
| 19 | CQQQ | Invesco China Technology ETFReadDesk | Invesco | 0.65% | 2.9% | $38.50 | +1.9% | −26.0% | −31.1% | $1.7B | |
| 20 | FDFF | Fidelity Disruptive Finance ETFReadDesk | Fidelity | 0.50% | 1.0% | $36.12 | +1.9% | +2.3% | +4.5% | $43M |
1–20 of 268 · sorted by TodayPage 1 of 14
End-of-day Nov 3, 2026 · total return, dividends in
Thematic ETFs by Size
AssetsSMH
−2.7%
$66.4B
SOXX
−3.8%
$43.0B
DRAM
−3.5%
$19.0B
CIBR
−4.2%
$17.5B
PAVE
+1.7%
$13.9B
IGV
−2.3%
$12.8B
ITA
+2.4%
$12.2B
BAI
−3.9%
$12.2B
GRID
−0.1%
$11.1B
IGF
+0.0%
$10.9B
IGM
−2.7%
$10.2B
AIQ
−1.7%
$9.7B
ARKK
−2.2%
$7.9B
PPA
+1.4%
$7.5B
SHLD
−0.3%
$6.6B
MCHI
+1.1%
$5.6B
XAR
+1.6%
$5.3B
QTUM
−2.4%
$5.1B
MAGS
−0.4%
$5.0B
URA
−2.4%
$4.7B
EMLP
−0.5%
KWEB
+2.7%
IFRA
+0.6%
MLPX
−2.9%
FXI
+0.4%
IDEF
+0.3%
HACK
−4.6%
ARTY
−3.5%
SKYY
−3.3%
NLR
−2.3%
NFRA
+0.1%
BOTZ
+0.2%
ALAI
−2.5%
BUG
−5.9%
PSI
−4.0%
DTCR
−2.5%
ARKQ
−1.1%
End-of-day Nov 3, 2026 · tile = assets · tint = Today return · largest 40
Thematic ETFs Heat Map
TodayTAN+4.7%$872MICLN+2.7%$2.0BKWEB+2.7%$4.3BITA+2.4%$12.2BCQQQ+1.9%$1.7BPAVE+1.7%$13.9BXAR+1.6%$5.3BPPA+1.4%$7.5BMCHI+1.1%$5.6BEUAD+1.0%$927MIFRA+0.6%$4.1BASHR+0.5%$1.3BLIT+0.4%$1.1BFXI+0.4%$3.8BIDEF+0.3%$3.7BROBO+0.3%$1.9BBOTZ+0.2%$3.0BNFRA+0.1%$3.1BIGF0.0%$10.9BGII0.0%$962MGRID−0.1%$11.1BARKF−0.2%$831MSHLD−0.3%$6.6BMAGS−0.4%$5.0BEMLP−0.5%$4.3BROBT−0.7%$723MARKX−0.7%$737MARKQ−1.1%$1.9BAIQ−1.7%$9.7BAIPO−1.8%$823MURNM−1.9%$1.7BARKK−2.2%$7.9BNLR−2.3%$3.1BIGV−2.3%$12.8BQTUM−2.4%$5.1BURA−2.4%$4.7BALAI−2.5%$2.4BIVES−2.5%$830MDTCR−2.5%$1.9BXSD−2.6%$2.6BIGM−2.7%$10.2BSMH−2.7%$66.4BMLPX−2.9%$3.8BNASA−2.9%$927MIGPT−3.1%$1.2BSKYY−3.3%$3.3BSOXQ−3.3%$2.8BUFOX−3.3%$797MFTXL−3.5%$1.1BARTY−3.5%$3.5BDRAM−3.5%$19.0BCHAT−3.7%$1.5BSOXX−3.8%$43.0BBAI−3.9%$12.2BPSI−4.0%$2.3BIHAK−4.1%$1.2BCIBR−4.2%$17.5BAIS−4.4%$1.1BHACK−4.6%$3.6BBUG−5.9%$2.3B
End-of-day Nov 3, 2026 · best first · largest 60 shown by return
Thematic ETFs This Year
YTDEnd-of-day Nov 3, 2026 · the six largest funds · from Jan 1
Thematic Cards
Thematic ETFs
YTD9 themesYTD
End-of-day Nov 3, 2026 · theme YTD is asset-weighted
Thematic ETFs by Theme
YTDTop 8 Thematic ETFs
YTDAverage fund+6.5%
By assets+20.2%
Past year+3.5%
Today−1.1%
ETFs268
#TickerFundTrendTodayYTD ▼1YAssets
End-of-day Nov 3, 2026 · 268 funds ranked by YTD