How much of a theme was already the index, August 2026

August 2026, Aug 1, 2026 to Aug 31, 2026

187 funds measured · published Sep 11, 2026

Across the 187 thematic ETFs that traded the whole of August 2026 and filed a book inside it, the median had 30.8 percent of its money in companies already in the S&P 500, ranging from 0.0 percent at the tenth fund to 75.7 at the ninetieth, at a median fee of 0.50 percent that barely moves across that range.

ETFIQ is an independent publisher of data about exchange-traded funds. It is not a fund issuer, broker-dealer or investment adviser and makes no recommendations. Every figure here is arithmetic on a named public source and carries the date it applies to. These figures do not change once published.
etfiq.com · the data file behind this report is at etfiq.com/data/monthly/2026-08-themes.json

ETFIQ · ETFIQ Monthly · 2026-08 themes

ETFIQ Monthly · August 2026 · Aug 1, 2026 to Aug 31, 2026

How much of a theme was already the index, August 2026

187funds measured over the whole month

30.8%median already in the S&P 500

111beat the S&P 500

0.5%median fee

What this month found

The median fund had 30.8% of its money in companies the S&P 500 already holds, from 0.0% at the tenth fund to 75.7% at the ninetieth.
111 of 187 beat the S&P 500 over the month and 76 did not.
The median fee is 0.5%, which barely moves across that range.

ETFIQ Monthly. Free to quote with attribution; the file every figure here was computed from is published with it.

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A month rarely contains a holdings filing, so every book here is the newest one filed at or before the month ended. These run from May 29, 2026 to Jun 30, 2026, and a fund whose newest book is older than a quarter and a filing lag is counted out rather than published stale.

Every fund, August 2026

All 187 funds that traded the whole of August 2026, sorted by the measure this desk is built on. The last column is that measure as a percentile inside the set named beside it, computed on this window rather than taken from the live desk.

How much of a theme was already the index, August 2026. Source: ETFIQ, from the file linked below.
Ticker	Fund	Theme	Already in the S&P 500of its weight	It returned	The S&P 500 did	Differencepercentage points	Off-Indexpercentile in its set, this month
AIEQ	Amplify AI Powered Equity ETF	Artificial intelligence	100.0%	+0.8%	+1.2%	−0.4 pts	37.2
AINT	FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF	Artificial intelligence	100.0%	+1.1%	+1.2%	−0.1 pts	39.8
AIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETF	Artificial intelligence	100.0%	+3.6%	+1.2%	+2.4 pts	60.7
XIGV	Defiance US 100 Tech Ex Software ETF	Cloud and software	95.5%	+2.0%	+1.2%	+0.8 pts	47.3
AIX	Defiance US 100 Tech AI Moat ETF	Artificial intelligence	92.6%	+3.9%	+1.2%	+2.7 pts	62.3
SHOC	Strive U.S. Semiconductor ETF	Semiconductors	90.7%	+2.2%	+1.2%	+0.9 pts	50.5
FTXL	First Trust Nasdaq Semiconductor ETF	Semiconductors	86.3%	+1.5%	+1.2%	+0.3 pts	42.5
AGIQ	SoFi Agentic AI ETF	Artificial intelligence	85.6%	+8.0%	+1.2%	+6.8 pts	81.6
FDN	First Trust Dow Jones Internet Index Fund	Internet and e-commerce	84.4%	+3.4%	+1.2%	+2.2 pts	58.6
SOXQ	Invesco PHLX Semiconductor ETF	Semiconductors	84.0%	+0.9%	+1.2%	−0.4 pts	37.7
IGV	iShares Expanded Tech-Software Sector ETF	Cloud and software	83.2%	+12.9%	+1.2%	+11.7 pts	91.2
SMH	VanEck Semiconductor ETF	Semiconductors	82.0%	+2.0%	+1.2%	+0.8 pts	48.4
POWR	iShares U.S. Power Infrastructure ETF	Electrification and the grid	81.3%	−5.3%	+1.2%	−6.5 pts	7.8
SOXX	iShares Semiconductor ETF	Semiconductors	80.8%	+0.7%	+1.2%	−0.6 pts	34.5
RACK	VanEck Data Center Supply Chain ETF	Digital infrastructure and data centers	79.0%	+0.8%	+1.2%	−0.4 pts	36.4
RBLD	First Trust Alerian U.S. NextGen Infrastructure ETF	Infrastructure	79.0%	−2.6%	+1.2%	−3.9 pts	16.3
AOTG	AOT Growth and Innovation ETF	Broad innovation and megatrends	77.4%	+4.4%	+1.2%	+3.1 pts	66.6
ITA	iShares U.S. Aerospace & Defense ETF	Defense	76.6%	−7.2%	+1.2%	−8.4 pts	2.9
IFRA	iShares U.S. Infrastructure ETF	Infrastructure	75.7%	−3.8%	+1.2%	−5.1 pts	9.9
FAI	First Trust Bloomberg Artificial Intelligence ETF	Artificial intelligence	72.8%	+4.7%	+1.2%	+3.5 pts	68.7
FDTX	Fidelity Disruptive Technology ETF	Broad innovation and megatrends	71.1%	+5.0%	+1.2%	+3.8 pts	70.3
XAIX	Xtrackers Artificial Intelligence and Big Data ETF	Artificial intelligence	70.6%	+4.7%	+1.2%	+3.5 pts	68.2
CLOD	Themes Cloud Computing ETF	Cloud and software	70.1%	+8.1%	+1.2%	+6.8 pts	82.1
FRWD	Nomura Transformational Technologies ETF	Broad innovation and megatrends	70.1%	+2.6%	+1.2%	+1.4 pts	53.7
ILDR	First Trust Innovation Leaders ETF	Broad innovation and megatrends	67.4%	+3.6%	+1.2%	+2.3 pts	60.2
DTCR	Global X Data Center & Digital Infrastructure ETF	Digital infrastructure and data centers	67.1%	+0.3%	+1.2%	−0.9 pts	30.7
WTAI	WisdomTree Artificial Intelligence and Innovation Fund	Artificial intelligence	65.1%	+2.1%	+1.2%	+0.9 pts	49.7
AIQ	Global X Artificial Intelligence & Technology ETF	Artificial intelligence	64.8%	+6.2%	+1.2%	+4.9 pts	73.5
TNXT	T. Rowe Price Innovation Leaders ETF	Broad innovation and megatrends	64.3%	+3.5%	+1.2%	+2.3 pts	59.6
CIBR	First Trust NASDAQ Cybersecurity ETF	Cybersecurity	64.1%	+6.6%	+1.2%	+5.4 pts	76.7
TCAI	Tortoise AI Infrastructure ETF	Artificial intelligence	63.2%	−5.5%	+1.2%	−6.7 pts	6.7
BUYZ	Franklin Disruptive Commerce ETF	Broad innovation and megatrends	62.5%	+2.2%	+1.2%	+1.0 pts	51.1
PAVE	Global X U.S. Infrastructure Development ETF	Infrastructure	62.1%	−4.9%	+1.2%	−6.2 pts	8.8
DUTY	U.S. Defense ETF	Defense	61.8%	+4.4%	+1.2%	+3.1 pts	67.1
OGIG	ALPS \| O'Shares Global Internet Giants ETF Shares	Internet and e-commerce	61.8%	+6.2%	+1.2%	+5.0 pts	74.6
XDAT	Franklin Exponential Data ETF	Broad innovation and megatrends	61.1%	+5.5%	+1.2%	+4.2 pts	71.4
CHPS	Xtrackers Semiconductor Select Equity ETF	Semiconductors	61.0%	+1.2%	+1.2%	0.0 pts	40.4
SMHX	VanEck Fabless Semiconductor ETF	Semiconductors	60.7%	+0.4%	+1.2%	−0.9 pts	31.3
ALAI	Alger AI Enablers & Adopters ETF	Artificial intelligence	60.0%	+0.9%	+1.2%	−0.3 pts	38.2
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	Digital infrastructure and data centers	59.5%	+0.7%	+1.2%	−0.5 pts	35.0
FMET	Fidelity Metaverse ETF	Metaverse and immersive tech	58.9%	+2.5%	+1.2%	+1.2 pts	53.2
ANEW	ProShares MSCI Transformational Changes ETF	Broad innovation and megatrends	58.7%	+4.0%	+1.2%	+2.7 pts	62.8
CHPX	Global X AI Semiconductor & Quantum ETF	Artificial intelligence	58.5%	+4.1%	+1.2%	+2.9 pts	63.9
NATO	Themes Transatlantic Defense ETF	Defense	58.4%	−6.2%	+1.2%	−7.4 pts	5.6
MISL	First Trust Indxx Aerospace & Defense ETF	Defense	57.9%	−0.4%	+1.2%	−1.6 pts	26.5
CARZ	First Trust S-Network Future Vehicles & Technology ETF	Broad innovation and megatrends	56.5%	+2.9%	+1.2%	+1.6 pts	57.0
ARVR	First Trust Indxx Metaverse ETF	Metaverse and immersive tech	56.2%	+4.6%	+1.2%	+3.3 pts	67.6
FDCF	Fidelity Disruptive Communications ETF	Broad innovation and megatrends	56.1%	+1.9%	+1.2%	+0.7 pts	46.3
AIPO	Defiance AI & Power Infrastructure ETF	Artificial intelligence	55.9%	−5.8%	+1.2%	−7.0 pts	6.1
THMZ	Lazard Equity Megatrends ETF	Broad innovation and megatrends	55.2%	+1.0%	+1.2%	−0.3 pts	38.8
TEKY	Lazard Next Gen Technologies ETF	Broad innovation and megatrends	51.5%	+1.5%	+1.2%	+0.3 pts	42.0
FCLD	Fidelity Cloud Computing ETF	Cloud and software	51.1%	+11.1%	+1.2%	+9.9 pts	85.3
AGIX	KraneShares Artificial Intelligence and Technology ETF	Artificial intelligence	51.0%	+3.5%	+1.2%	+2.2 pts	59.1
VEGI	iShares MSCI Agriculture Producers ETF	Food and agriculture	51.0%	+7.2%	+1.2%	+6.0 pts	79.9
VOLT	Tema Electrification ETF	Electrification and the grid	50.1%	−5.4%	+1.2%	−6.7 pts	7.2
ARTY	iShares Future AI & Tech ETF	Artificial intelligence	49.7%	+8.0%	+1.2%	+6.8 pts	81.0
FIW	First Trust Water ETF	Water	48.3%	−0.6%	+1.2%	−1.9 pts	25.4
ELFY	ALPS Electrification Infrastructure ETF	Electrification and the grid	48.1%	−2.6%	+1.2%	−3.9 pts	15.8
HACK	Amplify Cybersecurity ETF	Cybersecurity	46.7%	+6.7%	+1.2%	+5.4 pts	77.3
QQQJ	Invesco NASDAQ Next Gen 100 ETF	Broad innovation and megatrends	46.2%	+1.7%	+1.2%	+0.5 pts	44.1
METV	Roundhill Ball Metaverse ETF	Metaverse and immersive tech	46.0%	+9.0%	+1.2%	+7.7 pts	83.2
FDFF	Fidelity Disruptive Finance ETF	Broad innovation and megatrends	45.1%	+4.9%	+1.2%	+3.7 pts	69.5
VERS	ProShares Metaverse ETF	Metaverse and immersive tech	44.9%	+0.8%	+1.2%	−0.4 pts	36.4
SHLD	Global X Defense Tech ETF	Defense	44.8%	+1.7%	+1.2%	+0.5 pts	43.3
AGNG	Global X Aging Population ETF	Longevity and aging	44.6%	+2.8%	+1.2%	+1.5 pts	55.9
FBOT	Fidelity Disruptive Automation ETF	Robotics and automation	44.5%	+2.1%	+1.2%	+0.8 pts	48.9
FINX	Global X FinTech ETF	Fintech and digital payments	42.9%	+2.9%	+1.2%	+1.6 pts	56.4
AIS	VistaShares Artificial Intelligence Supercycle ETF	Artificial intelligence	42.3%	+4.3%	+1.2%	+3.1 pts	66.0
ONLN	ProShares Online Retail ETF	Internet and e-commerce	42.1%	−5.0%	+1.2%	−6.2 pts	8.3
SKYY	First Trust Cloud Computing ETF	Cloud and software	42.1%	+11.7%	+1.2%	+10.5 pts	87.4
MOO	VanEck Agribusiness ETF	Food and agriculture	41.7%	+6.2%	+1.2%	+4.9 pts	74.1
ISHP	First Trust S-Network E-Commerce ETF	Internet and e-commerce	41.3%	+0.6%	+1.2%	−0.6 pts	34.0
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Electrification and the grid	40.8%	−2.0%	+1.2%	−3.2 pts	19.0
EKG	First Trust Nasdaq Lux Digital Health Solutions ETF	Healthcare innovation and GLP-1	40.5%	+10.3%	+1.2%	+9.0 pts	84.2
GCAD	Gabelli Commercial Aerospace and Defense ETF	Defense	40.2%	−9.2%	+1.2%	−10.4 pts	1.9
WQTM	WisdomTree Quantum Computing Fund	Quantum computing	38.5%	−2.2%	+1.2%	−3.4 pts	17.4
WAR	U.S. Global Technology and Aerospace & Defense ETF	Defense	38.3%	+4.0%	+1.2%	+2.8 pts	63.4
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Broad innovation and megatrends	37.1%	−1.7%	+1.2%	−2.9 pts	20.1
QTUM	Defiance Quantum ETF	Quantum computing	35.6%	+1.3%	+1.2%	+0.1 pts	40.9
WDGF	WisdomTree Global Defense Fund	Defense	34.9%	−0.1%	+1.2%	−1.3 pts	28.6
WCBR	WisdomTree Cybersecurity Fund	Cybersecurity	34.0%	+10.7%	+1.2%	+9.4 pts	84.8
EFRA	iShares Environmental Infrastructure and Industrials ETF	Infrastructure	33.4%	−0.1%	+1.2%	−1.4 pts	27.0
XSD	State Street(R) SPDR(R) S&P(R) Semiconductor ETF	Semiconductors	33.4%	−2.0%	+1.2%	−3.3 pts	18.4
CLOU	Global X Cloud Computing ETF	Cloud and software	33.2%	+11.6%	+1.2%	+10.4 pts	86.9
ROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETF	Artificial intelligence	33.2%	+7.0%	+1.2%	+5.8 pts	78.9
QCLN	First Trust Nasdaq Clean Edge Green Energy Index Fund	Clean energy	33.0%	−3.0%	+1.2%	−4.3 pts	15.2
BUG	Global X Cybersecurity ETF	Cybersecurity	32.6%	+11.2%	+1.2%	+9.9 pts	85.8
INVN	Alger Russell Innovation ETF	Broad innovation and megatrends	32.5%	+12.3%	+1.2%	+11.0 pts	89.0
PAWZ	ProShares Pet Care ETF	Pets and consumer themes	32.4%	+2.7%	+1.2%	+1.5 pts	54.8
WISE	Themes Generative Artificial Intelligence ETF	Artificial intelligence	32.4%	+2.3%	+1.2%	+1.1 pts	51.6
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Defense	32.4%	−6.3%	+1.2%	−7.5 pts	5.1
IBLC	iShares Blockchain and Tech ETF	Blockchain and crypto equities	31.6%	+2.7%	+1.2%	+1.5 pts	55.3
RCTR	First Trust Bloomberg Nuclear Power ETF	Nuclear and uranium	31.2%	+0.8%	+1.2%	−0.5 pts	35.6
BLOK	Amplify Blockchain Technology ETF	Blockchain and crypto equities	30.8%	+2.0%	+1.2%	+0.8 pts	47.9
KROP	Global X AgTech & Food Innovation ETF	Food and agriculture	30.7%	+6.6%	+1.2%	+5.4 pts	76.2
IBOT	VanEck Robotics ETF	Robotics and automation	30.0%	−0.1%	+1.2%	−1.3 pts	28.1
FTAG	First Trust Indxx Global Agriculture ETF	Food and agriculture	29.4%	+5.4%	+1.2%	+4.2 pts	70.9
DRIV	Global X Autonomous & Electric Vehicles ETF	Electric vehicles and batteries	29.3%	+1.8%	+1.2%	+0.6 pts	45.7
HEAL	Global X HealthTech ETF	Healthcare innovation and GLP-1	28.9%	+6.9%	+1.2%	+5.7 pts	78.3
IBUY	Amplify Online Retail ETF	Internet and e-commerce	28.7%	−0.9%	+1.2%	−2.1 pts	24.3
POW	VistaShares Electrification Supercycle ETF	Electrification and the grid	28.6%	−3.6%	+1.2%	−4.8 pts	13.1
PSWD	Xtrackers Cybersecurity Select Equity ETF	Cybersecurity	28.4%	+7.8%	+1.2%	+6.5 pts	80.5
SNSR	Global X Internet of Things ETF	Digital infrastructure and data centers	27.7%	0.0%	+1.2%	−1.3 pts	29.1
FITE	State Street(R) SPDR(R) S&P Kensho Future Security ETF	Broad innovation and megatrends	26.7%	+1.1%	+1.2%	−0.2 pts	39.3
SPAM	Themes Cybersecurity ETF	Cybersecurity	26.4%	+7.0%	+1.2%	+5.8 pts	79.4
AQWA	Global X Clean Water ETF	Water	25.4%	−1.9%	+1.2%	−3.1 pts	19.5
FMED	Fidelity Disruptive Medicine ETF	Broad innovation and megatrends	25.4%	+12.7%	+1.2%	+11.5 pts	90.6
COPP	Sprott Copper Miners ETF	Electrification and the grid	25.1%	+15.2%	+1.2%	+14.0 pts	93.3
CRPT	First Trust SkyBridge Crypto Industry and Digital Economy ETF	Blockchain and crypto equities	25.0%	+27.9%	+1.2%	+26.6 pts	99.7
OZEM	Roundhill GLP-1 & Weight Loss ETF	Healthcare innovation and GLP-1	24.8%	+3.7%	+1.2%	+2.5 pts	61.2
URAN	Themes Uranium & Nuclear ETF	Nuclear and uranium	24.7%	+5.8%	+1.2%	+4.6 pts	72.5
BNGE	First Trust S-Network Streaming & Gaming ETF	Gaming, esports and betting	24.4%	+2.6%	+1.2%	+1.4 pts	54.3
NUKZ	Range Nuclear Renaissance Index ETF	Nuclear and uranium	23.1%	−1.2%	+1.2%	−2.5 pts	22.2
WDRN	WisdomTree Physical AI, Humanoids, and Drones Fund	Artificial intelligence	23.1%	−0.6%	+1.2%	−1.8 pts	25.9
UPGR	Xtrackers US Green Infrastructure Select Equity ETF	Infrastructure	22.9%	−6.8%	+1.2%	−8.0 pts	4.5
CNRG	State Street(R) SPDR(R) S&P Kensho Clean Power ETF	Clean energy	22.1%	−8.1%	+1.2%	−9.4 pts	2.4
LENS	Sarmaya Thematic ETF	Broad innovation and megatrends	21.7%	+15.3%	+1.2%	+14.1 pts	93.9
FDRV	Fidelity Electric Vehicles and Future Transportation ETF	Electric vehicles and batteries	21.3%	−3.7%	+1.2%	−5.0 pts	11.0
FDIG	Fidelity Crypto Industry and Digital Payments ETF	Blockchain and crypto equities	20.2%	+4.2%	+1.2%	+3.0 pts	65.0
BCDF	Horizon Kinetics Blockchain Development ETF	Blockchain and crypto equities	20.1%	+5.6%	+1.2%	+4.3 pts	71.9
XSW	State Street(R) SPDR(R) S&P(R) Software & Services ETF	Cloud and software	19.8%	+11.6%	+1.2%	+10.3 pts	86.4
KOID	KraneShares Global Humanoid Robotics and Physical AI Index ETF	Artificial intelligence	19.1%	−3.1%	+1.2%	−4.4 pts	14.7
BOTZ	Global X Robotics & Artificial Intelligence ETF	Robotics and automation	18.7%	−0.1%	+1.2%	−1.4 pts	27.5
SMOG	VanEck Low Carbon Energy ETF	Clean energy	18.7%	+1.9%	+1.2%	+0.7 pts	46.8
AWAY	Amplify Travel Tech ETF	Pets and consumer themes	17.9%	−1.1%	+1.2%	−2.3 pts	22.7
GNOM	Global X Genomics & Biotechnology ETF	Genomics and biotech innovation	17.9%	+17.4%	+1.2%	+16.1 pts	96.0
TNUK	Tortoise Nuclear Renaissance ETF	Nuclear and uranium	17.5%	−1.0%	+1.2%	−2.2 pts	23.3
NERD	Roundhill Video Games ETF	Gaming, esports and betting	17.2%	+4.9%	+1.2%	+3.7 pts	69.5
DAPP	VanEck Digital Transformation ETF	Blockchain and crypto equities	17.1%	+6.4%	+1.2%	+5.2 pts	75.7
HAIL	State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF	Electric vehicles and batteries	16.8%	−3.6%	+1.2%	−4.8 pts	12.6
WCLD	WisdomTree Cloud Computing Fund	Cloud and software	15.7%	+18.0%	+1.2%	+16.7 pts	97.1
DRNZ	REX Drone ETF	Robotics and automation	15.4%	−1.4%	+1.2%	−2.7 pts	20.6
HELX	Franklin Genomic Advancements ETF	Healthcare innovation and GLP-1	15.1%	+8.2%	+1.2%	+7.0 pts	82.6
NLR	VanEck Uranium and Nuclear ETF	Nuclear and uranium	15.1%	+6.0%	+1.2%	+4.8 pts	73.0
BOTT	Themes Humanoid Robotics ETF	Robotics and automation	15.0%	0.0%	+1.2%	−1.2 pts	29.7
ACES	ALPS Clean Energy ETF	Clean energy	14.7%	−3.6%	+1.2%	−4.9 pts	12.0
BATT	Amplify Lithium & Battery Technology ETF	Electric vehicles and batteries	14.6%	+9.3%	+1.2%	+8.1 pts	83.7
HERO	Global X Video Games & Esports ETF	Gaming, esports and betting	14.0%	+2.4%	+1.2%	+1.1 pts	52.1
HUMN	Roundhill Humanoid Robotics ETF	Robotics and automation	13.4%	−3.5%	+1.2%	−4.8 pts	13.9
ESPO	VanEck Video Gaming and eSports ETF	Gaming, esports and betting	13.3%	+3.0%	+1.2%	+1.8 pts	57.5
STCE	Schwab Crypto Thematic ETF	Blockchain and crypto equities	12.7%	+0.6%	+1.2%	−0.7 pts	33.4
TAN	Invesco Solar ETF	Clean energy	11.7%	−7.2%	+1.2%	−8.4 pts	3.5
EMET	VanEck Copper and Electrification Metals ETF	Electrification and the grid	11.2%	+16.5%	+1.2%	+15.3 pts	95.5
ICOP	iShares Copper and Metals Mining ETF	Electrification and the grid	11.2%	+16.0%	+1.2%	+14.8 pts	94.9
ARMY	Tema International Defense ETF	Defense	10.1%	−2.3%	+1.2%	−3.6 pts	16.8
FRNW	Fidelity Clean Energy ETF	Clean energy	9.7%	−3.5%	+1.2%	−4.8 pts	13.9
LITP	Sprott Lithium Miners ETF	Electric vehicles and batteries	9.7%	+19.3%	+1.2%	+18.1 pts	98.7
BKCH	Global X Blockchain ETF	Blockchain and crypto equities	9.5%	+2.4%	+1.2%	+1.2 pts	52.7
COPA	Themes Copper Miners ETF	Electrification and the grid	8.6%	+18.8%	+1.2%	+17.5 pts	98.1
LIMI	Themes Lithium & Battery Metal Miners ETF	Electric vehicles and batteries	7.5%	+14.6%	+1.2%	+13.4 pts	92.2
ILIT	iShares Lithium Miners and Producers ETF	Electric vehicles and batteries	7.2%	+14.3%	+1.2%	+13.0 pts	91.7
KARS	KraneShares Electric Vehicles and Future Mobility Index ETF	Electric vehicles and batteries	6.8%	+4.2%	+1.2%	+2.9 pts	64.4
FAN	First Trust Global Wind Energy ETF	Clean energy	6.6%	−0.7%	+1.2%	−2.0 pts	24.9
MNRS	Grayscale Bitcoin Miners ETF	Blockchain and crypto equities	5.0%	−10.7%	+1.2%	−11.9 pts	0.8
WARP	VanEck Space ETF	Space	4.4%	+1.5%	+1.2%	+0.2 pts	41.4
ION	ProShares S&P Global Core Battery Metals ETF	Electric vehicles and batteries	3.2%	+12.4%	+1.2%	+11.2 pts	89.6
JEDI	Defiance Drone and Modern Warfare ETF	Robotics and automation	3.2%	+3.3%	+1.2%	+2.1 pts	58.0
HYDR	Global X Hydrogen ETF	Clean energy	2.8%	+4.2%	+1.2%	+3.0 pts	65.5
WGMI	CoinShares Bitcoin Mining ETF	Blockchain and crypto equities	2.5%	−21.5%	+1.2%	−22.7 pts	0.3
NASA	Tema Space Innovators ETF	Space	2.4%	+1.8%	+1.2%	+0.6 pts	44.9
BETZ	Roundhill Sports Betting & iGaming ETF	Gaming, esports and betting	0.0%	+1.7%	+1.2%	+0.5 pts	43.3
CNBS	Amplify Seymour Cannabis ETF	Cannabis	0.0%	+14.6%	+1.2%	+13.4 pts	92.8
COPJ	Sprott Junior Copper Miners ETF	Electrification and the grid	0.0%	+18.4%	+1.2%	+17.2 pts	97.6
DRAI	Draco Evolution AI ETF	Artificial intelligence	0.0%	+0.1%	+1.2%	−1.2 pts	30.2
DRGN	Themes China Generative Artificial Intelligence ETF	Artificial intelligence	0.0%	−2.0%	+1.2%	−3.3 pts	17.9
EMQQ	EMQQ The Emerging Markets Internet ETF	Internet and e-commerce	0.0%	−3.8%	+1.2%	−5.0 pts	10.4
EUAD	Select STOXX Europe Aerospace & Defense ETF	Defense	0.0%	−3.7%	+1.2%	−4.9 pts	11.5
FDNI	First Trust Dow Jones International Internet ETF	Internet and e-commerce	0.0%	−0.9%	+1.2%	−2.1 pts	23.8
FMQQ	FMQQ The Next Frontier Internet ETF	Internet and e-commerce	0.0%	+0.5%	+1.2%	−0.7 pts	32.9
GXDW	Global X Dorsey Wright Thematic ETF	Broad innovation and megatrends	0.0%	+3.9%	+1.2%	+2.6 pts	61.8
INQQ	INQQ The India Internet ETF	Internet and e-commerce	0.0%	+1.8%	+1.2%	+0.6 pts	44.9
IPAV	Global X Infrastructure Development ex-U.S. ETF	Infrastructure	0.0%	+2.1%	+1.2%	+0.9 pts	49.7
KDEF	PLUS Korea Defense Industry Index ETF	Defense	0.0%	+12.5%	+1.2%	+11.3 pts	90.1
KGRN	KraneShares MSCI China Clean Technology Index ETF	Clean energy	0.0%	−6.9%	+1.2%	−8.2 pts	4.0
KWEB	KraneShares CSI China Internet ETF	Internet and e-commerce	0.0%	−10.2%	+1.2%	−11.4 pts	1.3
LFSC	F/m Emerald Life Sciences Innovation ETF	Broad innovation and megatrends	0.0%	+0.4%	+1.2%	−0.9 pts	31.8
MJ	Amplify Alternative Harvest ETF	Cannabis	0.0%	+11.9%	+1.2%	+10.7 pts	88.0
MSOS	AdvisorShares Pure US Cannabis ETF	Cannabis	0.0%	+17.6%	+1.2%	+16.3 pts	96.5
ORBX	Global X Space Tech ETF	Space	0.0%	+0.5%	+1.2%	−0.8 pts	32.4
QTUP	Defiance Long Pure Quantum ETF	Quantum computing	0.0%	−3.9%	+1.2%	−5.2 pts	9.4
URNJ	Sprott Junior Uranium Miners ETF	Nuclear and uranium	0.0%	+15.7%	+1.2%	+14.5 pts	94.4
URNM	Sprott Uranium Miners ETF	Nuclear and uranium	0.0%	+12.0%	+1.2%	+10.8 pts	88.5
UX	Roundhill Uranium ETF	Nuclear and uranium	0.0%	+6.3%	+1.2%	+5.1 pts	75.1
WDAF	WisdomTree Asia Defense Fund	Defense	0.0%	+6.7%	+1.2%	+5.5 pts	77.8
WDEF	WisdomTree Europe Defense Fund	Defense	0.0%	−1.4%	+1.2%	−2.6 pts	21.1
WEED	Roundhill Cannabis ETF	Cannabis	0.0%	+19.4%	+1.2%	+18.1 pts	99.2
XDEF	Xtrackers Europe Defense Technologies ETF	Defense	0.0%	−1.3%	+1.2%	−2.6 pts	21.7

Check it yourself

Every figure above is in the file below, fund by fund, with the excluded funds and the reason for each. It is free to use, including commercially, with attribution to ETFIQ and a link.

Data fileEvery fund in this study, with the exclusionshttps://etfiq.com/data/monthly/2026-08-themes.json

MethodHow these figures are computedhttps://etfiq.com/methodology/themes

Open dataThe manifest describing every file ETFIQ publisheshttps://etfiq.com/data/

Cite thisETFIQ, How much of a theme was already the index, August 2026, Sep 11, 2026https://etfiq.com/research/monthly/2026-08-themes/

Where to next

Cite this page. ETFIQ, How much of a theme was already the index, Aug 2026, data as of Sep 11, 2026. https://etfiq.com/research/monthly/2026-08-themes/ Free to use with attribution; the underlying files are at Open data.