Today
VTI−0.4%VOO−0.5%IVV−0.5%SPY−0.5%VXUS+0.3%QQQ−1.4%VUG−1.2%BND−0.3%VEA+0.2%VTV+0.2%VO+0.2%IEFA+0.3%SPYM−0.5%VGT−2.7%VB+0.6%VWO+0.3%IEMG+0.2%AGG−0.2%GLD+1.6%VIG+0.2%XLK−2.9%IJH+0.8%BNDX−0.1%SCHD+0.3%IWF−1.2%SGOV−0.3%IJR+0.8%QQQM−1.4%VT−0.1%RSP+0.8%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Disruptive Tech+6.2%

By assets, year to date26 ETFsthe 3rd largest of Thematic’s nine themes

Data as of Nov 3, 2026 · a scoreboard, not advice

Rank
5th of 9
Funds
26
Assets
$50.7B
Of Thematic
13%
All Thematic
+20.2%
Open Disruptive tech in deskAll 9 themes
−20%0%+20%+40%Jan 1Nov 3IGM+15.0%$10.2BBAI+13.2%$12.2BARKK+2.7%$7.9BIGV−3.6%$12.8BS&P 500+11.2%VOOThe 4 largest Disruptive tech funds against the S&P 500 · YTDStory of the year · Largest fundsYTDThe Four LargestIGV · BAI · IGM · ARKK · $43.0B of $50.7B85%of the theme’s money is in these 4
02 / 04

Disruptive Tech ETFs

YTD
−20%0%+20%+40%Jan 1Nov 3IGM +15.0%BAI +13.2%Thematic avg +6.5%ARKK +2.7%
−20%0%+20%+40%Jan 1Nov 3IGM +15.0%BAI +13.2%Thematic avg +6.5%ARKK +2.7%
+6.2%26 funds · $50.7B
asset-weighted
Share of Thematic money13%
Largest fundsYTD
IGV$12.8B−3.6%
BAI$12.2B+13.2%
IGM$10.2B+15.0%
ARKK$7.9B+2.7%
22 more funds$7.7B
End-of-day Nov 3, 2026 · theme YTD is asset-weighted
@TheETFTracker·etftracker.io

BAI vs IGV

YTD
BAIIGV2–2level
Jan 1Nov 3+13.2%−3.6%
+13.2%Year to date−3.6%
+3.7%Past year−10.6%
0.65%Fee0.38%
$12.2BAssets$12.8B
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Largest Disruptive Tech ETFs

Today
#Trend
1IGViShares Expanded Tech-Software Sector ETFiSharesReadDesk0.38%0.0%−2.3%−6.0%−0.1%−3.6%−10.6%+54.7%+17.1%$12.8B
2BAIiShares A.I. Innovation and Tech Active ETFiSharesReadDesk0.65%1.6%−3.9%−22.7%−17.0%+13.2%+3.7%——$12.2B
3IGMiShares Expanded Tech Sector ETFiSharesReadDesk0.37%0.2%−2.7%−13.7%−9.3%+15.0%+11.2%+145.1%+112.9%$10.2B
4ARKKARK Innovation ETFARKReadDesk0.75%0.0%−2.2%−12.1%+2.9%+2.7%−7.8%+127.2%−34.1%$7.9B
5MAGSRoundhill Magnificent Seven ETFRoundhillReadDesk0.30%1.4%−0.4%−6.1%−1.1%+3.4%+3.3%+150.1%—$5.0B
6ARKFARK Blockchain & Fintech Innovation ETFARKReadDesk0.75%0.1%−0.2%−7.5%+0.3%−11.5%−23.8%+138.8%−22.2%$831M
7ILDRFirst Trust Innovation Leaders ETFFirst TrustReadDesk0.75%0.0%−2.1%−12.1%−8.8%+6.9%+3.7%+118.9%+55.6%$335M
8FDTXFidelity Disruptive Technology ETFFidelityReadDesk0.50%0.0%−3.0%−17.4%−9.1%+21.8%+17.1%+121.3%—$311M
9TMATMain Thematic Innovation ETFMain ManagementReadDesk0.79%0.0%−3.0%−13.1%−10.1%+6.0%−5.0%+109.2%+13.7%$242M
10FBOTFidelity Disruptive Automation ETFFidelityReadDesk0.50%0.4%−0.3%−6.9%−8.1%+10.8%+8.9%+80.7%—$213M
1–10 of 26 · 26 Disruptive tech fundsPage 1 of 3
VOOS&P 500, for referenceFee 0.03%YTD +11.2%1Y +11.8%3Y +89.5%Assets $1.70TOpen all 26 in desk
End-of-day Nov 3, 2026 · total returns · fee and yield per year
@TheETFTracker·etftracker.io

Closer In

Inside IGV

Today
9.1%of IGV is in PANW alone · 106 holdings
By industry
Software - InfrastructurePANW · PLTR54.3%
Software - ApplicationCRM · NOW41.6%
Financial - Capital MarketsCRCL · BMNR1.7%
Electronic Gaming & MultimediaTTWO1.2%
Hardware, Equipment & PartsTRMB0.5%
Internet Content & InformationSNAP0.2%
Computer HardwareQBTS0.1%
Top 8 holdings
PANWPalo Alto Networks9.1%
PLTRPalantir Technologies9.0%
MSFTMicrosoft8.8%
CRWDCrowdstrike8.6%
ORCLOracle6.7%
CRMSalesforce4.1%
NOWServicenow3.5%
ADBEAdobe3.5%
End-of-day Nov 3, 2026 · top 10 holdings: 60% of the fund
@TheETFTracker·etftracker.io

PANW Inside Disruptive Tech ETFs

Today
Of every $1,000 you put in, this much buys Palo Alto Networks.
IGV$91
9.1% of the fund is PANW
BAI$18
1.8% of the fund is PANW
IGM$14
1.4% of the fund is PANW
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Disruptive Tech ETF Fees

Today
$37a year on $10,000,
the cheapest, IGM
IGM0.37% a year$37
IGV0.38% a year$38
BAI0.65% a year$65
ARKK0.75% a year$75
ARKK costs 2.0× what IGM does.
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

IGV Among Thematic ETFs

YTD
YTD return −3.6%beats31%
Fee 0.38%cheaper than86%
Income 0.0%beats36%
AUM $12.8Bbeats98%
Share of thematic ETFs IGV beats · Nov 3, 2026
@TheETFTracker·etftracker.io

IGV’s 52-Week Range

1Y
$101.90−2.3% today
Low $73.93High $116.32
12.4% below its 52-week high
Past year−10.6%
Volatility, 1Y32.73%
Worst drop, 1Y−35.5%
Risk indicator4 of 5
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Disruptive Tech Share of Thematic ETFs

Today
Money
Disruptive tech runs 13% of the money in Thematic.
Funds
It is 10% of the funds, so its average fund is bigger than the rest: $2.0B against $1.4B.
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Disruptive Tech vs Market

YTD
IGVVOO
Jan 1Nov 3−3.6%+11.2%
Past year−10.6%+11.8%
Fee0.38%0.03%
Assets$12.8B$1.70T
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Disruptive Tech vs Defense

YTD
Disruptive tech
26 ETFs
+6.2%
Defense & space
33 ETFs
−0.1%
$50.7BAssets$40.3B
IGV −3.6%Biggest fundITA +0.2%
−10.6%Biggest, past year−0.0%
2–1measures won · Defense & space
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

IGV vs VOO

YTD
IGV · iShares Expanded Tech-Software Sector
−3.6%
VOO · S&P 500
+11.2%
Gap
14.8 pts
−20%−10%0%+10%−3.6% IGV+11.2% VOOJan 1Nov 3−20%0%−3.6% IGV+11.2% VOOJan 1Nov 3
End-of-day Nov 3, 2026 · total return, dividends in
@TheETFTracker·etftracker.io

Disruptive Tech vs Thematic

Average · YTD
BAI
+13.2%
IGV
−3.6%
Thematic average
+6.5%
0%+50%Thematic average +6.5%IGVBAIJan 1Nov 3
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

BAI vs IGV

YTD
BAIiShares · Disruptive techIGViShares · Disruptive tech
Year to date
BAI wins+16.8 pts
Past year
BAI wins+14.3 pts
Fee
IGV winslower fee
Yield
BAI wins+1.6 pts
AUM
IGV1.0× more
3–1BAI wins
End-of-day Nov 3, 2026 · AUM not scored
@TheETFTracker·etftracker.io

2x PANW: PALU vs PANG

YTD
PALUDirexion · 2x PANWPANGLeverageShares · 2x PANW
Year to date
PALU wins+5.4 pts
Fee
PANG winslower fee
Yield
PANG wins+0.5 pts
PANW per $1,000
Levelboth 2x daily
AUM
PALU3.0× more
2–1PANG wins
End-of-day Nov 3, 2026 · both reset daily
@TheETFTracker·etftracker.io

The Other Eight Themes

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