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+20.2%Big funds count more
Past year+3.5%Average fund, 1Y
Today−1.1%Average fund, Nov 3
Assets$389BAI & semis $172B
Best · Worst+61.5%WCBR · KCAI −50.7%
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
YTD268 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 Best todayPage 1 of 14
End-of-day Nov 3, 2026 · total return, dividends in
Thematic ETFs by Size
AssetsSMH
+41.1%
$66.4B
SOXX
+50.9%
$43.0B
DRAM
—
$19.0B
CIBR
+35.8%
$17.5B
PAVE
+14.1%
$13.9B
IGV
−3.6%
$12.8B
ITA
+0.2%
$12.2B
BAI
+13.2%
$12.2B
GRID
+8.1%
$11.1B
IGF
+8.8%
$10.9B
IGM
+15.0%
$10.2B
AIQ
+16.3%
$9.7B
ARKK
+2.7%
$7.9B
PPA
+3.2%
$7.5B
SHLD
−1.6%
$6.6B
MCHI
−16.9%
$5.6B
XAR
−4.1%
$5.3B
QTUM
+20.0%
$5.1B
MAGS
+3.4%
$5.0B
URA
−22.9%
$4.7B
EMLP
+19.8%
KWEB
−31.4%
IFRA
+12.8%
MLPX
+26.8%
FXI
−12.6%
IDEF
−1.9%
HACK
+47.7%
ARTY
+37.1%
SKYY
+18.8%
NLR
−27.8%
NFRA
+8.5%
BOTZ
−10.9%
ALAI
+11.5%
BUG
+52.6%
PSI
+44.4%
DTCR
+18.6%
ARKQ
−4.2%
End-of-day Nov 3, 2026 · tile = assets · tint = YTD return · largest 40
Thematic ETFs Heat Map
YTDFTXL+57.5%$1.1BBUG+52.6%$2.3BSOXX+50.9%$43.0BAIS+50.8%$1.1BHACK+47.7%$3.6BIHAK+46.6%$1.2BSOXQ+46.2%$2.8BPSI+44.4%$2.3BSMH+41.1%$66.4BARTY+37.1%$3.5BXSD+37.0%$2.6BIGPT+36.4%$1.2BCIBR+35.8%$17.5BMLPX+26.8%$3.8BCHAT+23.0%$1.5BQTUM+20.0%$5.1BEMLP+19.8%$4.3BSKYY+18.8%$3.3BDTCR+18.6%$1.9BUFOX+17.4%$797MAIQ+16.3%$9.7BIGM+15.0%$10.2BIVES+14.6%$830MPAVE+14.1%$13.9BBAI+13.2%$12.2BIFRA+12.8%$4.1BALAI+11.5%$2.4BAIPO+9.5%$823MIGF+8.8%$10.9BGII+8.7%$962MNFRA+8.5%$3.1BGRID+8.1%$11.1BROBO+7.9%$1.9BROBT+6.9%$723MMAGS+3.4%$5.0BPPA+3.2%$7.5BARKK+2.7%$7.9BARKX+2.0%$737MITA+0.2%$12.2BSHLD−1.6%$6.6BIDEF−1.9%$3.7BIGV−3.6%$12.8BICLN−4.0%$2.0BXAR−4.1%$5.3BARKQ−4.2%$1.9BEUAD−5.2%$927MLIT−7.0%$1.1BASHR−8.1%$1.3BBOTZ−10.9%$3.0BARKF−11.5%$831MFXI−12.6%$3.8BTAN−14.4%$872MMCHI−16.9%$5.6BURA−22.9%$4.7BURNM−24.3%$1.7BCQQQ−26.0%$1.7BNLR−27.8%$3.1BKWEB−31.4%$4.3BDRAMnew$19.0BNASAnew$927M
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