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
Average fund · 5Y+4.0%per year
Past year+3.5%Average fund, 1Y
Today−1.1%Average fund, Nov 3
Assets$389BAI & semis $172B
Best · Worst+31.3%SMH · PBW −19.3%
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
5Y268 funds| # | Trend | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VanEck Semiconductor ETFReadDesk | VanEck | 0.35% | 0.2% | $508.31 | −2.7% | +41.1% | +40.2% | +31.3% | $66.4B | |
| 2 | SOXQ | Invesco PHLX Semiconductor ETFReadDesk | Invesco | 0.19% | 0.4% | $81.33 | −3.3% | +46.2% | +43.7% | +26.0% | $2.8B | |
| 3 | FTXL | First Trust Nasdaq Semiconductor ETFReadDesk | First Trust | 0.60% | 0.1% | $203.92 | −3.5% | +57.5% | +61.5% | +24.9% | $1.1B | |
| 4 | SOXX | iShares Semiconductor ETFReadDesk | iShares | 0.33% | 0.3% | $453.65 | −3.8% | +50.9% | +49.0% | +24.9% | $43.0B | |
| 5 | PSI | Invesco Semiconductors ETFReadDesk | Invesco | 0.55% | 0.0% | $113.88 | −4.0% | +44.4% | +47.1% | +21.3% | $2.3B | |
| 6 | QTUM | Defiance Quantum ETFReadDesk | Defiance | 0.40% | 1.1% | $130.68 | −2.4% | +20.0% | +16.2% | +21.0% | $5.1B | |
| 7 | MLPX | Global X - MLP & Energy Infrastructure ETFReadDesk | Global X | 0.45% | 4.1% | $74.33 | −2.9% | +26.8% | +33.2% | +19.3% | $3.8B | |
| 8 | ENFR | Alerian Energy Infrastructure ETFReadDesk | ALPS | 0.35% | 4.0% | $39.01 | −3.4% | +27.9% | +34.9% | +19.0% | $559M | |
| 9 | MLPB | ETRACS Alerian MLP Infrastructure Index ETN Series BReadDesk | ETRACS | 0.85% | 6.0% | $29.18 | −2.9% | +20.9% | +24.7% | +18.9% | $222M | |
| 10 | USAI | Pacer American Energy Infrastructure ETFReadDesk | Pacer | 0.75% | 4.1% | $46.43 | −3.3% | +25.7% | +30.8% | +17.7% | $132M | |
| 11 | PPA | Invesco Aerospace & Defense ETFReadDesk | Invesco | 0.58% | 0.4% | $160.93 | +1.4% | +3.2% | +2.8% | +17.2% | $7.5B | |
| 12 | IGM | iShares Expanded Tech Sector ETFReadDesk | iShares | 0.37% | 0.2% | $148.38 | −2.7% | +15.0% | +11.2% | +16.3% | $10.2B | |
| 13 | XSD | State Street SPDR S&P Semiconductor ETFReadDesk | SPDR | 0.35% | 0.2% | $440.17 | −2.6% | +37.0% | +26.6% | +16.2% | $2.6B | |
| 14 | UFOX | Defiance Space and Connective Tech ETFReadDesk | Defiance | 0.30% | 0.5% | $74.71 | −3.3% | +17.4% | +12.1% | +15.9% | $797M | |
| 15 | EMLP | First Trust North American Energy Infrastructure FundReadDesk | First Trust | 0.95% | 2.8% | $44.41 | −0.5% | +19.8% | +21.2% | +15.6% | $4.3B | |
| 16 | ITA | iShares U.S. Aerospace & Defense ETFReadDesk | iShares | 0.37% | 0.3% | $214.68 | +2.4% | +0.2% | 0.0% | +15.6% | $12.2B | |
| 17 | PAVE | Global X - U.S. Infrastructure Development ETFReadDesk | Global X | 0.47% | 0.8% | $54.45 | +1.7% | +14.1% | +14.3% | +15.3% | $13.9B | |
| 18 | XAR | State Street SPDR S&P Aerospace & Defense ETFReadDesk | SPDR | 0.35% | 0.2% | $231.09 | +1.6% | −4.1% | −6.5% | +13.9% | $5.3B | |
| 19 | AIQ | Global X - Artificial Intelligence & Technology ETFReadDesk | Global X | 0.68% | 0.1% | $59.14 | −1.7% | +16.3% | +12.3% | +13.5% | $9.7B | |
| 20 | CIBR | First Trust Nasdaq Cybersecurity ETFReadDesk | First Trust | 0.58% | 0.4% | $96.75 | −4.2% | +35.8% | +27.4% | +13.0% | $17.5B |
1–20 of 268 · sorted by 5YPage 1 of 14
End-of-day Nov 3, 2026 · total return, dividends in
Thematic ETFs by Size
AssetsSMH
+31.3%
$66.4B
SOXX
+24.9%
$43.0B
DRAM
—
$19.0B
CIBR
+13.0%
$17.5B
PAVE
+15.3%
$13.9B
IGV
+3.2%
$12.8B
ITA
+15.6%
$12.2B
BAI
—
$12.2B
GRID
+12.0%
$11.1B
IGF
+9.8%
$10.9B
IGM
+16.3%
$10.2B
AIQ
+13.5%
$9.7B
ARKK
−8.0%
$7.9B
PPA
+17.2%
$7.5B
SHLD
—
$6.6B
MCHI
−5.3%
$5.6B
XAR
+13.9%
$5.3B
QTUM
+21.0%
$5.1B
MAGS
—
$5.0B
URA
+6.7%
$4.7B
EMLP
+15.6%
KWEB
−12.0%
IFRA
+12.0%
MLPX
+19.3%
FXI
−2.4%
IDEF
—
HACK
+12.7%
ARTY
+8.8%
SKYY
+6.3%
NLR
+12.1%
NFRA
+5.7%
BOTZ
−2.8%
ALAI
—
BUG
+7.4%
PSI
+21.3%
DTCR
+9.1%
ARKQ
+5.6%
End-of-day Nov 3, 2026 · tile = assets · tint = 5Y return · largest 40
Thematic ETFs Heat Map
5YSMH+31.3%$66.4BSOXQ+26.0%$2.8BFTXL+24.9%$1.1BSOXX+24.9%$43.0BPSI+21.3%$2.3BQTUM+21.0%$5.1BMLPX+19.3%$3.8BPPA+17.2%$7.5BIGM+16.3%$10.2BXSD+16.2%$2.6BUFOX+15.9%$797MEMLP+15.6%$4.3BITA+15.6%$12.2BPAVE+15.3%$13.9BXAR+13.9%$5.3BAIQ+13.5%$9.7BCIBR+13.0%$17.5BHACK+12.7%$3.6BNLR+12.1%$3.1BIFRA+12.0%$4.1BGRID+12.0%$11.1BIGPT+11.5%$1.2BGII+9.8%$962MIGF+9.8%$10.9BDTCR+9.1%$1.9BIHAK+8.8%$1.2BARTY+8.8%$3.5BBUG+7.4%$2.3BURA+6.7%$4.7BSKYY+6.3%$3.3BNFRA+5.7%$3.1BARKQ+5.6%$1.9BIGV+3.2%$12.8BROBO+2.4%$1.9BURNM+0.4%$1.7BROBT+0.3%$723MFXI−2.4%$3.8BBOTZ−2.8%$3.0BASHR−3.7%$1.3BARKF−4.9%$831MMCHI−5.3%$5.6BICLN−6.8%$2.0BLIT−7.3%$1.1BARKK−8.0%$7.9BCQQQ−11.2%$1.7BKWEB−12.0%$4.3BTAN−14.2%$872MDRAMnew$19.0BBAInew$12.2BSHLDnew$6.6BMAGSnew$5.0BIDEFnew$3.7BALAInew$2.4BCHATnew$1.5BAISnew$1.1BNASAnew$927MEUADnew$927MIVESnew$830MAIPOnew$823MARKXnew$737M
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