Today
VTI−0.4%VOO−0.5%IVV−0.5%SPY−0.5%VXUS+0.3%QQQ−1.4%VUG−1.2%BND−0.3%VEA+0.2%VTV+0.2%VO+0.2%IEFA+0.3%SPYM−0.5%VGT−2.7%VB+0.6%VWO+0.3%IEMG+0.2%AGG−0.2%GLD+1.6%VIG+0.2%XLK−2.9%IJH+0.8%BNDX−0.1%SCHD+0.3%IWF−1.2%SGOV−0.3%IJR+0.8%QQQM−1.4%VT−0.1%RSP+0.8%
End-of-day · FMP
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Portfolio
Markets/Strategies/Thematic/
Top 3Y▼
Top 3YMost assetsBest todayHighest incomeLowest fee
3Y▼
TodayYTD1Y3Y5Y
Average fund · 3Y+20.0%per year
Past year+3.5%Average fund, 1Y
Today−1.1%Average fund, Nov 3
Assets$389BAI & semis $172B
Best · Worst+55.3%SMH · LITP −12.2%

SMH vs SOXX

YTD
ASMHVanEck SemiconductorBSOXXiShares Semiconductor
Jan 1Nov 3+41.1%+50.9%
Past 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
@TheETFTracker·etftracker.io

Thematic vs All ETFs

YTD
AThematicBAll ETFs
Jan 1Nov 3+20.2%+10.1%
Past year+16.9%+11.2%
Today−1.8%−0.3%
Assets$389B$20.53T
End-of-day Nov 3, 2026 · asset-weighted
@TheETFTracker·etftracker.io

Thematic ETFs

3Y268 funds
#Trend
1SMHVanEck Semiconductor ETFReadDeskVanEck0.35%0.2%$508.31−2.7%+41.1%+40.2%+55.3%$66.4B
2CHPSXtrackers Semiconductor Select Equity ETFReadDeskXtrackers0.15%0.4%$73.13−2.2%+55.3%+58.1%+51.1%$130M
3FTXLFirst Trust Nasdaq Semiconductor ETFReadDeskFirst Trust0.60%0.1%$203.92−3.5%+57.5%+61.5%+48.9%$1.1B
4SOXQInvesco PHLX Semiconductor ETFReadDeskInvesco0.19%0.4%$81.33−3.3%+46.2%+43.7%+48.9%$2.8B
5SOXXiShares Semiconductor ETFReadDeskiShares0.33%0.3%$453.65−3.8%+50.9%+49.0%+46.6%$43.0B
6SHOCStrive U.S. Semiconductor ETFReadDeskStrive0.40%0.1%$92.57−3.0%+35.0%+32.8%+45.9%$212M
7AIVCAmplify Bloomberg AI Value Chain ETFReadDeskAmplify0.59%0.1%$99.48−1.9%+46.7%+39.9%+45.3%$122M
8QTUMDefiance Quantum ETFReadDeskDefiance0.40%1.1%$130.68−2.4%+20.0%+16.2%+44.4%$5.1B
9PSIInvesco Semiconductors ETFReadDeskInvesco0.55%0.0%$113.88−4.0%+44.4%+47.1%+43.6%$2.3B
10CHATRoundhill Generative AI & Technology ETFReadDeskRoundhill0.75%2.3%$72.52−3.7%+23.0%+12.4%+43.4%$1.5B
11UFOProcure Space ETFReadDeskProcuream0.75%0.4%$39.89−0.9%+3.3%+7.5%+39.0%$454M
12IGPTInvesco AI and Next Gen Software ETFReadDeskInvesco0.57%0.0%$81.14−3.1%+36.4%+34.6%+38.7%$1.2B
13UFOXDefiance Space and Connective Tech ETFReadDeskDefiance0.30%0.5%$74.71−3.3%+17.4%+12.1%+38.4%$797M
14THNQROBO Global Artificial Intelligence ETFReadDeskROBO Global0.75%0.2%$83.01−3.6%+30.7%+23.6%+37.6%$479M
15XSDState Street SPDR S&P Semiconductor ETFReadDeskSPDR0.35%0.2%$440.17−2.6%+37.0%+26.6%+37.4%$2.6B
16SHLDGlobal X - Defense Tech ETFReadDeskGlobal X0.50%0.7%$63.56−0.3%−1.6%−5.5%+36.5%$6.6B
17MAGSRoundhill Magnificent Seven ETFReadDeskRoundhill0.30%1.4%$68.19−0.4%+3.4%+3.3%+35.7%$5.0B
18IGMiShares Expanded Tech Sector ETFReadDeskiShares0.37%0.2%$148.38−2.7%+15.0%+11.2%+34.8%$10.2B
19ARKFARK Blockchain & Fintech Innovation ETFReadDeskARK0.75%0.1%$42.13−0.2%−11.5%−23.8%+33.7%$831M
20HACKAmplify Cybersecurity ETFReadDeskAmplify0.60%0.1%$118.73−4.6%+47.7%+38.0%+33.4%$3.6B
1–20 of 268 · sorted by 3YPage 1 of 14
End-of-day Nov 3, 2026 · total return, dividends in
@TheETFTracker·etftracker.io

Thematic ETFs by Size

Assets
SMH
+55.3%
$66.4B
SOXX
+46.6%
$43.0B
DRAM
—
$19.0B
CIBR
+30.9%
$17.5B
PAVE
+25.0%
$13.9B
IGV
+15.7%
$12.8B
ITA
+26.6%
$12.2B
BAI
—
$12.2B
GRID
+25.4%
$11.1B
IGF
+20.2%
$10.9B
IGM
+34.8%
$10.2B
AIQ
+32.6%
$9.7B
ARKK
+31.5%
$7.9B
PPA
+26.7%
$7.5B
SHLD
+36.5%
$6.6B
MCHI
+8.7%
$5.6B
XAR
+27.2%
$5.3B
QTUM
+44.4%
$5.1B
MAGS
+35.7%
$5.0B
URA
+13.4%
$4.7B
EMLP
+22.8%
KWEB
−0.3%
IFRA
+21.0%
MLPX
+26.4%
FXI
+11.9%
IDEF
—
HACK
+33.4%
ARTY
+32.9%
SKYY
+29.6%
NLR
+12.2%
NFRA
+15.4%
BOTZ
+13.2%
ALAI
—
BUG
+27.1%
PSI
+43.6%
DTCR
+28.3%
ARKQ
+32.6%
End-of-day Nov 3, 2026 · tile = assets · tint = 3Y return · largest 40
@TheETFTracker·etftracker.io

Thematic ETFs Heat Map

3Y
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−0.3%$4.3BTAN−0.6%$872MDRAMnew$19.0BBAInew$12.2BIDEFnew$3.7BALAInew$2.4BAISnew$1.1BNASAnew$927MEUADnew$927MIVESnew$830MAIPOnew$823M
End-of-day Nov 3, 2026 · best first · largest 60 shown by return
@TheETFTracker·etftracker.io

Thematic ETFs This Year

YTD
0%+50%+100%Jan 1Nov 3SOXXSMHCIBRPAVEIGV
End-of-day Nov 3, 2026 · the six largest funds · from Jan 1
@TheETFTracker·etftracker.io

Thematic Cards

Thematic ETFs

YTD
AI & semis
+38.6%
100 funds · $171.9B
AI & semis+38.6%
All thematic+20.2%
SMH $66.4B · largest+41.1%
9 themesYTD
End-of-day Nov 3, 2026 · theme YTD is asset-weighted
@TheETFTracker·etftracker.io

Thematic ETFs by Theme

YTD
$389.4B · 268 funds+20.2% by assets
AI & semis100+38.6%Cyber & cloud15+36.9%Quantum5+18.8%Infrastructure39+13.0%Disruptive tech26+6.2%Defense & space33−0.1%Clean energy & EV15−7.6%China25−19.6%Nuclear & uranium10−24.2%
Nov 3, 2026Open table →
@TheETFTracker·etftracker.io

Top 8 Thematic ETFs

YTD
Average fund+6.5%
By assets+20.2%
Past year+3.5%
Today−1.1%
ETFs268
#TickerFundTrendTodayYTD ▼1YAssets
1WCBRWisdomTree Cybersecurity Fund−6.6%+61.5%+45.7%$227MDouble-click to open in desk
2FTXLFirst Trust Nasdaq Semiconductor ETF−3.5%+57.5%+61.5%$1.1BDouble-click to open in desk
3CHPSXtrackers Semiconductor Select Equity ETF−2.2%+55.3%+58.1%$130MDouble-click to open in desk
4BUGGlobal X - Cybersecurity ETF−5.9%+52.6%+36.7%$2.3BDouble-click to open in desk
5SOXXiShares Semiconductor ETF−3.8%+50.9%+49.0%$43.0BDouble-click to open in desk
6AISVistaShares Artificial Intelligence Supercycle ETF−4.4%+50.8%+41.7%$1.1BDouble-click to open in desk
7CHPXGlobal X - AI Semiconductor & Quantum ETF−3.6%+50.1%+41.2%$113MDouble-click to open in desk
8HACKAmplify Cybersecurity ETF−4.6%+47.7%+38.0%$3.6BDouble-click to open in desk
End-of-day Nov 3, 2026 · 268 funds ranked by YTD
@TheETFTracker·etftracker.io

AI & Semis ETFs

YTD
0%+25%+50%+75%+100%Jan 1Nov 3SOXX +50.9%SMH +41.1%AIQ +16.3%Thematic avg +6.5%
0%+50%+100%Jan 1Nov 3SOXX +50.9%SMH +41.1%AIQ +16.3%Thematic avg +6.5%
+38.6%100 funds · $171.9B
asset-weighted
Share of Thematic money44%
Largest fundsYTD
SMH$66.4B+41.1%
SOXX$43.0B+50.9%
DRAM$19.0Bnew
AIQ$9.7B+16.3%
96 more funds$33.7B
End-of-day Nov 3, 2026 · theme YTD is asset-weighted
@TheETFTracker·etftracker.io
Markets / Strategies / Thematic · Top 3Y · 3Y