Digital assets, chips power top ETFs in 2026

State Street’s Galaxy Digital Asset Ecosystem ETF (DECO) led non‑leveraged ETF returns in 2026, posting a 79.6% year‑to‑date return through June 2. Invesco’s Dorsey Wright Technology Momentum ETF (PTF) returned 77.1%, while VanEck’s Fabless Semiconductor ETF (SMHX) and VanEck Semiconductor ETF (SMH) returned 76.8% and 75.6%, respectively.

DECO is an active ETF with a flexible mandate that holds equities tied to blockchain infrastructure and specialized mining firms. Reported holdings include Riot Platforms and other infrastructure providers.

PTF follows a relative‑strength momentum approach that systematically overweights technology names with strong price performance and recorded a 77.1% YTD return through June 2.

SMHX and SMH produced similar returns and share about a 44% overlap by weight. SMHX focuses on asset‑light, fabless firms that design chips and outsource manufacturing. SMH includes a broader set of companies, including integrated device manufacturers.

The United States Gasoline Fund LP (UGA) rose 75.8% through June 2. Reports cited tighter domestic refinery margins and seasonal inventory drawdowns during the period.

Thematic software ETFs tied to generative artificial intelligence also posted strong returns. Roundhill Generative AI & Technology ETF (CHAT) gained 75.5% and Invesco AI and Next Gen Software ETF (IGPT) gained 71.8% YTD through June 2.

Single‑country Taiwan equity ETFs showed notable gains. Franklin FTSE Taiwan ETF (FLTW) returned 73.4% and iShares MSCI Taiwan ETF (EWT) returned 68.6% through June 2.

Flow data through June 2 show large inflows into broad market and short‑duration funds. VettaFi tracking shows Vanguard S&P 500 ETF (VOO) received over $65 billion of year‑to‑date inflows, State Street’s SPDR Portfolio S&P 500 ETF (SPYM) drew nearly $37 billion, ProShares GENIUS Money Market ETF (IQMM) brought in about $22 billion and iShares 0–3 Month Treasury Bond ETF (SGOV) captured about $21 billion.

All performance and flow figures above are year‑to‑date through June 2, 2026.