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 | KCAI | KraneShares China Alpha Index ETFReadDesk | KraneShares | 0.79% | 185.7% | $15.04 | 0.0% | −50.7% | −48.7% | $2M | |
| 2 | SEMY | GraniteShares YieldBOOST Semiconductor ETFReadDesk | GraniteShares | 1.16% | 170.6% | $10.81 | −0.7% | +18.4% | new | $35M | |
| 3 | CGRO | CoreValues Alpha Greater China Growth ETFReadDesk | CoreValues Alpha | 0.85% | 31.3% | $15.73 | +1.4% | −26.3% | −32.6% | $2M | |
| 4 | LITP | Sprott Lithium Miners ETFReadDesk | Sprott | 0.65% | 12.8% | $7.00 | −0.1% | −41.9% | −26.8% | $25M | |
| 5 | EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETFReadDesk | Invesco | 0.74% | 12.1% | $16.60 | +1.2% | −2.1% | +7.1% | $4M | |
| 6 | WAR | U.S. Global Technology and Aerospace & Defense ETFReadDesk | US Global | 0.60% | 11.0% | $26.93 | −3.1% | +16.6% | +17.5% | $32M | |
| 7 | URNJ | Sprott Junior Uranium Miners ETFReadDesk | Sprott | 0.80% | 9.8% | $16.88 | −2.3% | −33.0% | −44.0% | $293M | |
| 8 | KDEF | PLUS Korea Defense Industry Index ETFReadDesk | PLUS | 0.65% | 9.3% | $31.98 | +2.3% | −27.1% | −28.9% | $82M | |
| 9 | KWEB | KraneShares CSI China Internet ETFReadDesk | KraneShares | 0.69% | 9.0% | $23.35 | +2.7% | −31.4% | −38.4% | $4.3B | |
| 10 | ECNS | iShares MSCI China Small-Cap ETFReadDesk | iShares | 0.59% | 7.4% | $25.60 | +0.6% | −20.7% | −25.1% | $56M | |
| 11 | POWR | iShares U.S. Power Infrastructure ETFReadDesk | iShares | 0.39% | 6.3% | $25.13 | +0.3% | +7.8% | +6.3% | $448M | |
| 12 | URA | Global X - Uranium ETFReadDesk | Global X | 0.69% | 6.3% | $32.93 | −2.4% | −22.9% | −38.6% | $4.7B | |
| 13 | MLPB | ETRACS Alerian MLP Infrastructure Index ETN Series BReadDesk | ETRACS | 0.85% | 6.0% | $29.18 | −2.9% | +20.9% | +24.7% | $222M | |
| 14 | FCA | First Trust China AlphaDEX FundReadDesk | First Trust | 0.80% | 6.0% | $23.76 | +0.1% | −11.8% | −13.1% | $27M | |
| 15 | BILT | iShares Infrastructure Active ETFReadDesk | iShares | 0.60% | 5.8% | $28.24 | 0.0% | +9.6% | +9.8% | $121M | |
| 16 | NFRA | Northern Trust STOXX Global Broad Infrastructure ETFReadDesk | FlexShares | 0.48% | 5.7% | $64.58 | +0.1% | +8.5% | +9.4% | $3.1B | |
| 17 | MAGC | Roundhill Investments - China Magnificent Seven ETFReadDesk | Roundhill | 0.59% | 5.6% | $17.52 | +3.5% | −26.3% | −32.6% | $12M | |
| 18 | WISE | Themes Generative Artificial Intelligence ETFReadDesk | Themes | 0.35% | 5.4% | $30.00 | −2.7% | −23.0% | −31.2% | $22M | |
| 19 | AIVI | WisdomTree International AI Enhanced Value FundReadDesk | WisdomTree | 0.58% | 5.0% | $57.93 | +0.6% | +15.4% | +22.8% | $58M | |
| 20 | SRVR | Pacer Data & Infrastructure Real Estate ETFReadDesk | Pacer | 0.49% | 5.0% | $27.77 | −1.2% | 0.0% | −6.5% | $292M |
1–20 of 268 · sorted by Highest incomePage 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