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 | SMH | VanEck Semiconductor ETFReadDesk | VanEck | 0.35% | 0.2% | $508.31 | −2.7% | +41.1% | +40.2% | $66.4B | |
| 2 | SOXX | iShares Semiconductor ETFReadDesk | iShares | 0.33% | 0.3% | $453.65 | −3.8% | +50.9% | +49.0% | $43.0B | |
| 3 | DRAM | Roundhill Memory ETFReadDesk | Roundhill | 0.65% | 0.0% | $46.32 | −3.5% | new | new | $19.0B | |
| 4 | CIBR | First Trust Nasdaq Cybersecurity ETFReadDesk | First Trust | 0.58% | 0.4% | $96.75 | −4.2% | +35.8% | +27.4% | $17.5B | |
| 5 | PAVE | Global X - U.S. Infrastructure Development ETFReadDesk | Global X | 0.47% | 0.8% | $54.45 | +1.7% | +14.1% | +14.3% | $13.9B | |
| 6 | IGV | iShares Expanded Tech-Software Sector ETFReadDesk | iShares | 0.38% | 0.0% | $101.90 | −2.3% | −3.6% | −10.6% | $12.8B | |
| 7 | ITA | iShares U.S. Aerospace & Defense ETFReadDesk | iShares | 0.37% | 0.3% | $214.68 | +2.4% | +0.2% | 0.0% | $12.2B | |
| 8 | BAI | iShares A.I. Innovation and Tech Active ETFReadDesk | iShares | 0.65% | 1.6% | $37.70 | −3.9% | +13.2% | +3.7% | $12.2B | |
| 9 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundReadDesk | First Trust | 0.56% | 0.9% | $164.28 | −0.1% | +8.1% | +5.5% | $11.1B | |
| 10 | IGF | iShares Global Infrastructure ETFReadDesk | iShares | 0.37% | 2.9% | $65.83 | 0.0% | +8.8% | +10.8% | $10.9B | |
| 11 | IGM | iShares Expanded Tech Sector ETFReadDesk | iShares | 0.37% | 0.2% | $148.38 | −2.7% | +15.0% | +11.2% | $10.2B | |
| 12 | AIQ | Global X - Artificial Intelligence & Technology ETFReadDesk | Global X | 0.68% | 0.1% | $59.14 | −1.7% | +16.3% | +12.3% | $9.7B | |
| 13 | ARKK | ARK Innovation ETFReadDesk | ARK | 0.75% | 0.0% | $78.96 | −2.2% | +2.7% | −7.8% | $7.9B | |
| 14 | PPA | Invesco Aerospace & Defense ETFReadDesk | Invesco | 0.58% | 0.4% | $160.93 | +1.4% | +3.2% | +2.8% | $7.5B | |
| 15 | SHLD | Global X - Defense Tech ETFReadDesk | Global X | 0.50% | 0.7% | $63.56 | −0.3% | −1.6% | −5.5% | $6.6B | |
| 16 | MCHI | iShares MSCI China ETFReadDesk | iShares | 0.59% | 2.2% | $49.59 | +1.1% | −16.9% | −21.5% | $5.6B | |
| 17 | XAR | State Street SPDR S&P Aerospace & Defense ETFReadDesk | SPDR | 0.35% | 0.2% | $231.09 | +1.6% | −4.1% | −6.5% | $5.3B | |
| 18 | QTUM | Defiance Quantum ETFReadDesk | Defiance | 0.40% | 1.1% | $130.68 | −2.4% | +20.0% | +16.2% | $5.1B | |
| 19 | MAGS | Roundhill Magnificent Seven ETFReadDesk | Roundhill | 0.30% | 1.4% | $68.19 | −0.4% | +3.4% | +3.3% | $5.0B | |
| 20 | URA | Global X - Uranium ETFReadDesk | Global X | 0.69% | 6.3% | $32.93 | −2.4% | −22.9% | −38.6% | $4.7B |
1–20 of 268 · sorted by Most assetsPage 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