Category
Equity – Thematic ETFs
103 ETFs sit in Nukoud's Equity – Thematic group, listed in the United States (100), the UAE (3). Together they hold $300.2 billion, with VanEck Semiconductor ETF (SMH) the largest at $64.5 billion. Fees run from 0.30% to 1.00% a year, a median of 0.59%; iShares U.S. Infrastructure ETF (IFRA) is the cheapest. Year to date the 97 funds with a return on file average 6.0%, spanning -36.4% to 62.6%. 33 issuers are represented. 3 of them trade on a GCC exchange, the rest through international brokers. The table below holds the full list with fees, assets and year-to-date returns, and the screener reproduces it filter by filter.
Data as of · Summary generated from fund data
- ETFs
- 103
- Combined AUM
- $300.19B
- Median fee
- 0.590%
- Avg YTD
- +5.97%
- Listed on
- United States · 100UAE · 3
- Shariah-compliant
- None
Categories in Equity – Thematic
All Equity – Thematic ETFs
Sorted by assets. Click a column to re-sort; type to filter.
| Ticker | Name | Category | Exposures | AUM (USD) | Expense ratio | YTD | 1Y | Watch |
|---|---|---|---|---|---|---|---|---|
| VanEck Semiconductor ETF | Semiconductors & Computing | $64.52B | 0.350% | +43.98% | +42.07% | |||
| iShares Semiconductor ETF | Semiconductors & Computing | $42.97B | 0.330% | +54.67% | +51.27% | |||
| Roundhill Memory ETF | Semiconductors & Computing | $18.66B | 0.650% | - | - | |||
| First Trust NASDAQ Cybersecurity ETF | Cybersecurity | $16.78B | 0.580% | +36.43% | +26.46% | |||
| Global X U.S. Infrastructure Development ETF | Infrastructure | $14.10B | 0.470% | +14.93% | +14.92% | |||
| iShares Expanded Tech-Software Sector ETF | Internet & Software | $12.76B | 0.380% | -2.85% | -11.25% | |||
| iShares U.S. Aerospace & Defense ETF | Defense & Space | $12.43B | 0.370% | +0.94% | +0.81% | |||
| iShares A.I. Innovation and Tech Active ETF | AI & Robotics | $11.70B | 0.550% | +14.98% | +3.93% | |||
| iShares Global Infrastructure ETF | Infrastructure | $10.91B | 0.370% | +8.47% | +10.41% | |||
| Global X Artificial Intelligence & Technology ETF | AI & Robotics | $9.55B | 0.680% | +17.07% | +11.26% | |||
| Global X Defense Tech ETF | Defense & Space | $6.58B | 0.500% | -1.87% | -7.11% | |||
| ARK Innovation ETF | Other Thematic | $5.94B | 0.750% | +4.42% | -8.92% | |||
| Defiance Quantum ETF | Semiconductors & Computing | $4.89B | 0.400% | +21.35% | +17.29% | |||
| First Trust Dow Jones Internet Index Fund | Internet & Software | $4.72B | 0.490% | -1.04% | -6.20% | |||
| KraneShares CSI China Internet ETF | Internet & Software | $4.32B | 0.690% | -31.63% | -38.21% | |||
| iShares U.S. Infrastructure ETF | Infrastructure | $4.09B | 0.300% | +12.79% | +13.65% | |||
| iShares Future Exponential Technologies ETF | Innovation & Disruption | $3.96B | 0.460% | +20.09% | +19.53% | |||
| iShares Future AI & Tech ETF | AI & Robotics | $3.58B | 0.470% | +39.53% | +31.02% | |||
| First Trust Cloud Computing ETF | Semiconductors & Computing | $3.19B | 0.600% | +19.91% | +8.73% | |||
| Global X Robotics & Artificial Intelligence ETF | AI & Robotics | $3.02B | 0.680% | -10.75% | -15.10% | |||
| State Street® SPDR® S&P® Semiconductor ETF | Semiconductors & Computing | $2.38B | 0.350% | +41.73% | +31.15% | |||
| Global X Cybersecurity ETF | Cybersecurity | $2.14B | 0.500% | +53.74% | +35.75% | |||
| Invesco Water Resources ETF | Clean Energy & Electrification | $2.12B | 0.590% | +8.62% | +7.69% | |||
| iShares Global Clean Energy ETF | Clean Energy & Electrification | $2.04B | 0.380% | -1.69% | -7.50% | |||
| Bny Mellon Global Infrastructure Income ETF | Infrastructure | $1.94B | 0.550% | +8.28% | +10.35% | |||
| Robo Global® Robotics and Automation Index ETF | AI & Robotics | $1.89B | 0.950% | +7.44% | +7.24% | |||
| Global X Data Center & Digital Infrastructure ETF | AI & Robotics | $1.86B | 0.500% | +20.49% | +14.68% | |||
| ARK Autonomous Technology & Robotics ETF | AI & Robotics | $1.72B | 0.750% | -3.24% | -10.30% | |||
| ARK Next Generation Technology ETF | Internet & Software | $1.65B | 0.760% | -1.23% | -15.33% | |||
| TCW Transform Systems ETF | Clean Energy & Electrification | $1.39B | 0.750% | +1.98% | -4.06% | |||
| iShares Cybersecurity and Tech ETF | Cybersecurity | $1.21B | 0.470% | +45.95% | +35.97% | |||
| Global X Lithium & Battery Tech ETF | Clean Energy & Electrification | $1.10B | 0.750% | -6.95% | -1.57% | |||
| Invesco S&P Global Water Index ETF | Clean Energy & Electrification | $1.06B | 0.580% | +2.63% | +3.67% | |||
| First Trust Nasdaq Semiconductor ETF | Semiconductors & Computing | $1.03B | 0.600% | +61.40% | +63.85% | |||
| Pacer Data and Digital Revolution ETF | AI & Robotics | $1.01B | 0.490% | +30.26% | +14.23% | |||
| Tema Electrification ETF | Clean Energy & Electrification | $991.59M | 0.750% | +20.10% | +13.47% | |||
| State Street® SPDR® S&P® Global Infrastructure ETF | Infrastructure | $966.34M | 0.400% | +8.32% | +10.40% | |||
| Select STOXX Europe Aerospace & Defense ETF | Defense & Space | $934.89M | 0.500% | -6.62% | -11.48% | |||
| Tema Space Innovators ETF | Defense & Space | $885.71M | 0.750% | - | - | |||
| Amplify Blockchain Technology ETF | Blockchain & Fintech | $853.88M | 0.700% | -8.16% | -25.27% | |||
| Defiance AI & Power Infrastructure ETF | AI & Robotics | $803.02M | 0.690% | +14.20% | +0.29% | |||
| AdvisorShares Pure US Cannabis ETF | Consumer & Lifestyle | $782.25M | 0.780% | -4.87% | +3.70% | |||
| Defiance Space and Connective Tech ETF | Defense & Space | $770.43M | 0.300% | +19.37% | +13.50% | |||
| ARK Blockchain & Fintech Innovation ETF | Blockchain & Fintech | $725.35M | 0.750% | -11.14% | -24.10% | |||
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | AI & Robotics | $717.06M | 0.650% | +6.22% | -1.60% | |||
| KraneShares Public-Private AI & Technology ETF | AI & Robotics | $682.58M | 1.00% | +14.09% | +6.28% | |||
| ARK Space & Defense Innovation ETF | Defense & Space | $678.57M | 0.750% | +3.21% | -4.01% | |||
| WisdomTree Artificial Intelligence and Innovation Fund | AI & Robotics | $580.33M | 0.450% | +23.03% | +13.43% | |||
| State Street® SPDR® S&P® Software & Services ETF | Internet & Software | $491.53M | 0.350% | +11.11% | +4.84% | |||
| Global X U.S. Electrification ETF | Clean Energy & Electrification | $441.59M | 0.500% | +11.28% | +5.84% | |||
| Robo Global® Artificial Intelligence ETF | AI & Robotics | $438.82M | 0.680% | +32.90% | +23.40% | |||
| KraneShares Global Humanoid Robotics and Physical AI Index ETF | AI & Robotics | $338.51M | 0.690% | +5.72% | +8.90% | |||
| Bitwise Crypto Industry Innovators ETF | Blockchain & Fintech | $338.21M | 0.850% | +0.25% | -30.91% | |||
| Global X Autonomous & Electric Vehicles ETF | Clean Energy & Electrification | $296.60M | 0.680% | -1.95% | -4.48% | |||
| Invesco Global Water ETF | Clean Energy & Electrification | $272.08M | 0.750% | +2.03% | +0.60% | |||
| KraneShares China Technology & Semiconductor STAR 50 Index ETF | Semiconductors & Computing | $266.98M | 0.890% | -10.16% | -11.63% | |||
| VanEck Video Gaming and eSports ETF | Internet & Software | $242.25M | 0.550% | -6.40% | -13.41% | |||
| EMQQ The Emerging Markets Internet ETF | Internet & Software | $224.55M | 0.860% | -25.71% | -31.42% | |||
| WisdomTree Cybersecurity Fund | Cybersecurity | $211.92M | 0.450% | +62.61% | +43.99% | |||
| VanEck Digital Transformation ETF | Blockchain & Fintech | $206.60M | 0.520% | -11.25% | -40.10% | |||
| First Trust International Equity Opportunities ETF | Innovation & Disruption | $197.72M | 0.700% | +4.32% | +0.24% | |||
| Global X Internet of Things ETF | Internet & Software | $196.09M | 0.680% | +26.29% | +21.86% | |||
| Fidelity Crypto Industry and Digital Payments ETF | Blockchain & Fintech | $190.35M | 0.390% | -11.14% | -35.31% | |||
| Goldman Sachs Innovate Equity ETF | Innovation & Disruption | $174.45M | 0.500% | +8.45% | +6.10% | |||
| Global X Blockchain ETF | Blockchain & Fintech | $171.07M | 0.500% | -19.57% | -51.73% | |||
| State Street® SPDR® S&P Kensho Future Security ETF | Cybersecurity | $151.36M | 0.450% | +27.90% | +23.67% | |||
| iShares Infrastructure Active ETF | Infrastructure | $120.50M | 0.600% | +14.23% | +15.43% | |||
| iShares Self-Driving EV and Tech ETF | Clean Energy & Electrification | $119.88M | 0.480% | -18.92% | -19.77% | |||
| Global X AI Semiconductor & Quantum ETF | AI & Robotics | $109.53M | 0.500% | +53.19% | +42.57% | |||
| Invesco Global Clean Energy ETF | Clean Energy & Electrification | $98.04M | 0.750% | -3.58% | -6.99% | |||
| Fidelity Disruptors ETF | Innovation & Disruption | $95.12M | 0.500% | +10.74% | +9.29% | |||
| REX Drone ETF | Other Thematic | $91.28M | 0.650% | -27.05% | -35.57% | |||
| Global X Millennials Consumer ETF | Consumer & Lifestyle | $90.94M | 0.500% | -5.47% | -5.88% | |||
| Amplify Lithium & Battery Technology ETF | Clean Energy & Electrification | $90.76M | 0.590% | -7.68% | -4.46% | |||
| ALPS Clean Energy ETF | Clean Energy & Electrification | $89.52M | 0.550% | -15.26% | -21.73% | |||
| Roundhill Humanoid Robotics ETF | AI & Robotics | $86.64M | 0.750% | -10.25% | -15.15% | |||
| PLUS Korea Defense Industry Index ETF | Defense & Space | $84.69M | 0.650% | -26.83% | -31.07% | |||
| Global X Social Media ETF | Internet & Software | $76.15M | 0.650% | -27.37% | -30.78% | |||
| Amplify Seymour Cannabis ETF | Consumer & Lifestyle | $66.52M | 0.760% | -9.97% | -3.83% | |||
| KraneShares Electric Vehicles and Future Mobility Index ETF | Clean Energy & Electrification | $64.28M | 0.690% | -16.44% | -17.70% | |||
| iShares Blockchain and Tech ETF | Blockchain & Fintech | $61.44M | 0.470% | -11.12% | -38.23% | |||
| The 3D Printing ETF | Other Thematic | $56.16M | 0.660% | +9.71% | +6.33% | |||
| iShares Energy Storage & Materials ETF | Clean Energy & Electrification | $54.42M | 0.470% | +26.42% | +12.60% | |||
| VanEck Onchain Economy ETF | Blockchain & Fintech | $49.57M | 0.670% | -10.09% | -31.91% | |||
| VanEck Space ETF | Defense & Space | $36.71M | 0.500% | - | - | |||
| INQQ The India Internet ETF | Internet & Software | $36.58M | 0.860% | -10.91% | -15.42% | |||
| First Trust EIP Power Solutions ETF | Clean Energy & Electrification | $33.83M | 0.960% | +14.81% | +14.26% | |||
| Janus Henderson Global Artificial Intelligence ETF | AI & Robotics | $27.69M | 0.590% | +13.11% | +7.41% | |||
| Global X Clean Water ETF | Clean Energy & Electrification | $21.51M | 0.500% | +0.78% | -1.71% | |||
| Boreas S&P AI Data, Power & Infrastructure UCITS ETF AED (Dist) | AI & Robotics | $17.05M | 0.490% | +11.33% | - | |||
| FMQQ The Next Frontier Internet ETF | Internet & Software | $15.51M | 0.860% | -16.86% | -22.59% | |||
| Dan IVES Wedbush AI Power & Infrastructure ETF | AI & Robotics | $14.40M | 0.750% | - | - | |||
| iShares Emerging Markets Infrastructure ETF | Infrastructure | $13.13M | 0.600% | +0.26% | +4.24% | |||
| VanEck Digital India ETF | Internet & Software | $11.47M | 0.700% | -13.86% | -14.15% | |||
| TCW Transform Supply Chain ETF | Infrastructure | $11.06M | 0.750% | +4.53% | +1.72% | |||
| Roundhill Meme Stock ETF | Innovation & Disruption | $10.24M | 0.690% | +0.40% | -23.99% | |||
| Ishares Lithium Miners And Producers ETF | Clean Energy & Electrification | $9.94M | 0.470% | -36.38% | -23.67% | |||
| Roundhill Cannabis ETF | Consumer & Lifestyle | $7.33M | 0.410% | +7.24% | +13.19% | |||
| Grayscale AI Compute ETF | AI & Robotics | $7.17M | 0.590% | -20.87% | -51.23% | |||
| Boreas Solactive Quantum Computing UCITS ETF - AED (Dist) | Semiconductors & Computing | $6.11M | 0.490% | -8.12% | -20.61% | |||
| PLUS Korea Manufacturing Core Alliance Index ETF | Other Thematic | $4.87M | 0.650% | - | - | |||
| Boreas S&P Absolute Luxury UCITS ETF - AED (Dist) | Other Thematic | $3.23M | 0.490% | - | - | |||
| Grayscale Bitcoin Adopters ETF | Blockchain & Fintech | $2.34M | 0.590% | -5.92% | -26.46% |
Largest by assets
How Equity – Thematic overlaps
Terms that share funds with Equity – Thematic. Each number is how many Equity – Thematic ETFs also carry that exposure.
- United States · 100
- Passive · 86
- Technology · 51
- AI & Robotics · 20
- Artificial Intelligence · 18
- Clean Energy & Electrification · 18
- Active · 17
- US · 15
- Infrastructure · 12
- Internet & Software · 12
- Global · 12
- Industrials · 10
- Semiconductors & Computing · 9
- Emerging Markets · 9
Other category lists
Frequently asked questions
- What is the largest Equity – Thematic ETF?
- VanEck Semiconductor ETF (SMH) is the largest Equity – Thematic ETF tracked by Nukoud, with $64.5 billion in assets.
- Which Equity – Thematic ETF has the lowest expense ratio?
- iShares U.S. Infrastructure ETF (IFRA) charges 0.30% a year, the lowest fee among 103 Equity – Thematic ETFs.
- Are there Equity – Thematic ETFs listed in the GCC?
- Yes. 3 Equity – Thematic ETFs are listed on GCC exchanges: 3 on UAE.
- Are any Equity – Thematic ETFs Shariah-compliant?
- None of the 103 Equity – Thematic ETFs currently tracked is marketed as Shariah-compliant.
- Where are Equity – Thematic ETFs listed?
- Across United States (100), UAE (3).
- How much do Equity – Thematic ETFs cost?
- Expense ratios range from 0.30% to 1.00%, with a median of 0.59% a year.
