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Themes and Yorkville, side by side.
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one thematic fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · THEMATIC | Themes | Yorkville |
|---|---|---|
| Funds in the category | 7 | 1 |
| Made money (W–L) | 1–6 | 0–0 |
| Win % | 14% | — |
| Money made | −$39M | — |
| Typical return | −14.5% | — |
| Launches · 2026 | 0 | 1 |
| Assets | $216M | $1M |
| Fee per $100 | $0.35 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| NATO | Themes ETF Trust - Themes Transatlantic Defense ETF | $87M | −2.7% ✕ |
| BOTT | Themes Humanoid Robotics ETF | $57M | −14.5% ✕ |
| URAN | Themes Uranium & Nuclear ETF | $22M | −37.5% ✕ |
| WISE | Themes Generative Artificial Intelligence ETF | $22M | −31.2% ✕ |
| DRGN | Themes Etf Trust - China Generative Artificial Intelligence Etf | $18M | −21.1% ✕ |
| SPAM | Themes Cybersecurity ETF | $7M | +30.0% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| NRAM | Yorkville America Next Generation Memory Index ETF | $1M | — |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.