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Markets / Themes
268 thematic ETFs, sorted into 9 themes. AI & semis led the year; Nuclear & uranium trailed.
Thematic fund map · tile size is assets · asset-weighted YTD
| # | Theme | Funds | Assets | YTD ▼ | Biggest funds |
|---|---|---|---|---|---|
| 1 | AI & semis | 100 | $171.9B44.1% | +38.6% | SMHSOXXDRAM |
| 2 | Cyber & cloud | 15 | $29.1B7.5% | +36.9% | CIBRHACKSKYY |
| 3 | Quantum | 5 | $5.4B1.4% |
| QTUMWQTMQTUP |
| 4 | Infrastructure | 39 | $57.9B14.9% | +13.0% | PAVEGRIDIGF |
| 5 | Disruptive tech | 26 | $50.7B13.0% | +6.2% | IGVBAIIGM |
| 6 | Defense & space | 33 | $40.3B10.4% | −0.1% | ITAPPASHLD |
| 7 | Clean energy & EV | 15 | $5.1B1.3% | −7.6% | ICLNLITTAN |
| 8 | China | 25 | $18.5B4.8% | −19.6% | MCHIKWEBFXI |
| 9 | Nuclear & uranium | 10 | $10.5B2.7% | −24.2% | URANLRURNM |
| # | Ticker | Fund | Issuer | Trend | Expense | Yield | YTD ▼ | 1Y | AUM | Price | Day |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FRNW | Fidelity Clean Energy ETF | Fidelity | 0.39% | 1.2% | +0.5% | −3.5% | $91M | $20.24 | +1.7% | |
| 2 | VCLN | Virtus Duff & Phelps Clean Energy ETF | Virtus | 0.59% | 2.1% | −0.3% | +1.6% | $5M | $25.36 | +2.4% | |
| 3 | EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | Invesco | 0.74% | 12.1% | −2.1% | +7.1% | $4M | $16.60 |
| 4 | DRIV | Global X - Autonomous & Electric Vehicles ETF | Global X | 0.68% | 0.8% | −2.3% | −4.4% | $298M | $28.85 | −0.6% |
| 5 | ICLN | iShares Global Clean Energy ETF | iShares | 0.38% | 1.2% | −4.0% | −6.6% | $2.0B | $15.73 | +2.7% |
| 6 | PBD | Invesco Global Clean Energy ETF | Invesco | 0.75% | 1.7% | −4.4% | −6.6% | $97M | $15.23 | +1.5% |
| 7 | LIT | Global X - Lithium & Battery Tech ETF | Global X | 0.75% | 0.8% | −7.0% | −4.3% | $1.1B | $60.05 | +0.4% |
| 8 | BATT | Amplify Lithium & Battery Technology ETF | Amplify | 0.59% | 2.0% | −7.8% | −6.1% | $92M | $12.73 | +0.6% |
| 9 | FDRV | Fidelity Electric Vehicles and Future Transportation ETF | Fidelity | 0.39% | 1.5% | −7.9% | −13.3% | $23M | $14.96 | +2.0% |
| 10 | TAN | Invesco Solar ETF | Invesco | 0.70% | 0.0% | −14.4% | −11.9% | $872M | $42.07 | +4.7% |
| 11 | PBW | Invesco WilderHill Clean Energy ETF | Invesco | 0.63% | 2.6% | −15.6% | −20.0% | $287M | $25.37 | +0.6% |
| 12 | KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | KraneShares | 0.69% | 0.2% | −16.6% | −19.1% | $64M | $25.47 | +1.3% |
| 13 | ACES | ALPS Clean Energy ETF | ALPS Funds | 0.55% | 0.7% | −17.3% | −21.4% | $87M | $26.71 | +3.0% |
| 14 | ILIT | iShares Lithium Miners and Producers ETF | iShares | 0.47% | 3.2% | −36.0% | −27.0% | $10M | $9.99 | +0.0% |
| 15 | LITP | Sprott Lithium Miners ETF | Sprott | 0.65% | 12.8% | −41.9% | −26.8% | $25M | $7.00 | −0.1% |