Critical Minerals ETFs
The complete list of US-listed ETFs providing exposure to critical minerals and energy transition metals — copper, lithium, rare earths, nickel, cobalt, and battery materials.
This list covers 17 ETFs across equity, futures, and mixed strategies targeting the metals essential for batteries, electric vehicles, renewable energy, and grid infrastructure.
AUM figures are updated monthly. Click any row to expand fund details and top holdings.
| Fund | Ticker | AUM ▼ | ||||
|---|---|---|---|---|---|---|
Global X Copper Miners ETFGlobal X |
COPX | $7,460M | ||||
Global X Copper Miners ETFCOPX tracks the Solactive Global Copper Miners Total Return Index, measuring equity market performance of global companies in copper mining. With an expense ratio of 0.65%, the fund provides pure-play copper exposure. As the first pure-play copper miners ETF, COPX offers broad access to large-cap copper producers globally, making it suitable for investors seeking commodity exposure with equity market characteristics. Fund Details
AUM$7,460M
Expense Ratio0.65%
Inception4/19/2010
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Sumitomo Metal Mining6.09%
Lundin Mining (LUN)6.07%
Glencore (GLEN)5.89%
KGHM Polska Miedz (KGH)5.51%
Freeport-McMoRan (FCX)5.42%
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VanEck Rare Earth/Strategic Metals ETFVanEck |
REMX | $2,740M | ||||
VanEck Rare Earth/Strategic Metals ETFREMX tracks the MVIS Global Rare Earth/Strategic Metals Index, providing exposure to companies involved in producing, refining, and recycling rare earth and strategic metals. The fund employs market-cap weighting with an 8% per-issuer cap to ensure diversification and is rebalanced quarterly. REMX has significant exposure to small-cap and emerging-market issuers. Fund Details
AUM$2,740M
Expense Ratio0.58%
Inception10/27/2010
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Albemarle (ALB)9.42%
Lynas Rare Earths (LYSDY)8.06%
PLS Group (PLS)7.46%
China Northern Rare Earth6.92%
SQM (SQM)5.80%
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USCF Sustainable Battery Metals FundSS&C |
ZSB | $2,237M | ||||
USCF Sustainable Battery Metals FundZSB is an actively managed fund using proprietary quantitative methodology to invest in metals derivatives tied to electrification metals essential for battery and sustainable energy infrastructure. Unique among offerings, ZSB combines commodity/futures exposure with equities and incorporates carbon offsets, representing a sophisticated approach to battery metals exposure. Fund Details
AUM$2,237M
Expense Ratio0.59%
Inception1/11/2023
ExchangeNYSE Arca
StructureCommodity Pool (K-1)
Portfolio Composition
Metals derivative instruments (futures, swaps, options) in cobalt, copper, iron ore, lithium, nickel, and other battery metals, plus minor equity positions and carbon offset investments. |
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Global X Lithium & Battery Tech ETFGlobal X |
LIT | $1,770M | ||||
Global X Lithium & Battery Tech ETFLIT invests in the full lithium cycle from mining and refining through battery production, tracking a market-cap-weighted index of global lithium miners and battery manufacturers. With $1.77 billion in net assets and a 0.75% expense ratio, LIT offers diversified exposure across the lithium value chain to capture growth from rising battery demand and electric vehicle adoption. Fund Details
AUM$1,770M
Expense Ratio0.75%
Inception7/22/2010
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Rio Tinto (RIO)20.36%
Albemarle (ALB)7.50%
Samsung SDI (006400)5.00%
SQM (SQM)4.50%
NAURA Technology (002371)3.50%
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United States Copper Index FundSS&C |
CPER | $702M | ||||
United States Copper Index FundCPER provides pure commodity exposure to copper prices through a managed futures structure. Rather than holding physical copper or mining equities, the fund tracks spot copper price movements via actively managed futures contracts. The fund's rolling strategy selects futures contract positions monthly based on price relationships and liquidity, reducing contango decay common in commodity ETFs. Fund Details
AUM$702M
Expense Ratio0.85%
Inception11/15/2011
ExchangeNYSE Arca
StructureCommodity Pool (K-1)
Portfolio Composition
Copper futures contracts on COMEX exchange. The fund selects 1-3 eligible contracts monthly via quantitative formula, collateralized with short-duration U.S. Treasury obligations. |
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Sprott Energy Transition Materials ETFSprott |
SETM | $560M | ||||
Sprott Energy Transition Materials ETFSETM tracks the Nasdaq Sprott Critical Materials Index, providing access to global miners producing uranium, lithium, copper, nickel, silver, manganese, cobalt, graphite, and rare earth elements. With 136 holdings, SETM identifies pure-play upstream companies positioned to benefit from increased investment in critical minerals necessary for the clean energy transition. Fund Details
AUM$560M
Expense Ratio0.65%
Inception2/1/2023
ExchangeNasdaq
StructureETF
Top 5 Holdings
Kazatomprom (KAP)5.61%
Freeport-McMoRan (FCX)5.49%
Lynas Rare Earths5.47%
Albemarle (ALB)5.14%
PLS Group5.12%
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iShares Copper and Metals Mining ETFiShares |
ICOP | $438M | ||||
iShares Copper and Metals Mining ETFICOP tracks the STOXX Global Copper and Metals Mining Index, providing broad-based exposure to global copper and precious/industrial metals mining companies. With a competitive 0.47% expense ratio, ICOP offers cost-effective copper and metals mining exposure through 65-69 equities with 81% foreign diversification. Fund Details
AUM$438M
Expense Ratio0.47%
Inception6/21/2023
ExchangeNasdaq
StructureETF
Top 5 Holdings
BHP Group (BHP)8.23%
Freeport-McMoRan (FCX)8.17%
Anglo American (AAL)8.15%
Grupo Mexico8.01%
Newmont (NEM)5.81%
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Sprott Copper Miners ETFSprott |
COPP | $288M | ||||
Sprott Copper Miners ETFCOPP tracks the Nasdaq Sprott Copper Miners Index, holding 71 securities from large-cap producers to small explorers in copper mining, development, and exploration. Copper is indispensable to energy transmission, EV powertrains, and renewable infrastructure. COPP captures 64.2% foreign exposure across major copper-producing regions. Fund Details
AUM$288M
Expense Ratio0.65%
Inception3/5/2024
ExchangeNasdaq
StructureETF
Top 5 Holdings
Freeport-McMoRan (FCX)27.85%
Teck Resources (TECK)10.07%
Antofagasta (ANTM)9.07%
Lundin Mining (LUNMF)5.22%
Southern Copper (SCCO)5.13%
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Sprott Junior Copper Miners ETFSprott |
COPJ | $174M | ||||
Sprott Junior Copper Miners ETFCOPJ tracks the Nasdaq Sprott Junior Copper Miners Index, targeting mid-, small-, and micro-cap companies in copper mining with high growth potential. Copper is essential to electrification infrastructure including power transmission and renewable energy systems. COPJ targets smaller mining companies with significant upside potential as copper demand accelerates. Fund Details
AUM$174M
Expense Ratio0.75%
Inception2/1/2023
ExchangeNasdaq
StructureETF
Top 5 Holdings
Minsur (MSNSY)6.09%
Taseko Mines (TSKOF)4.94%
Arizona Sonoran Copper (ASCUF)4.90%
Solaris Resources (SLSSF)4.60%
ATEX Resources (ATEXF)4.47%
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Amplify Lithium & Battery Tech ETFAmplify |
BATT | $118M | ||||
Amplify Lithium & Battery Tech ETFBATT seeks to track the EQM Lithium & Battery Technology Index, providing exposure to global companies developing lithium battery technology and battery storage solutions. The fund balances exposure across battery storage solutions, battery metals and materials, and electric vehicle manufacturers, capturing growth from the accelerating shift toward electrification. Fund Details
AUM$118M
Expense Ratio0.59%
Inception6/6/2018
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
BHP Group (BHP)7.23%
CATL (300750)6.33%
Tesla (TSLA)5.61%
Freeport-McMoRan (FCX)4.68%
Ganfeng Lithium (01211)4.64%
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Sprott Nickel Miners ETFSprott |
NIKL | $72M | ||||
Sprott Nickel Miners ETFNIKL tracks the Nasdaq Sprott Nickel Miners Index, targeting companies deriving 50%+ revenue from nickel mining, exploration, development, or production. Nickel demand surges from battery manufacturing and electrification infrastructure. NIKL maintains 97.6% foreign allocation with 30 securities, focusing on pure-play nickel exposure. Fund Details
AUM$72M
Expense Ratio0.75%
Inception3/21/2023
ExchangeNasdaq
StructureETF
Top 5 Holdings
PT Aneka Tambang (ANTAM)13.15%
PT Merdeka Battery Materials11.56%
Nickel Industries11.48%
IGO Limited (IGOHF)7.95%
Talon Metals6.43%
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Sprott Lithium Miners ETFSprott |
LITP | $54M | ||||
Sprott Lithium Miners ETFLITP tracks the Nasdaq Sprott Lithium Miners Index, targeting companies deriving 50%+ revenue from lithium mining, exploration, development, or production. Lithium demand accelerates as battery production for EVs and grid storage scales globally. LITP emphasizes large, mid, and small-cap miners with 89% foreign allocation, offering concentrated lithium exposure. Fund Details
AUM$54M
Expense Ratio0.65%
Inception2/1/2023
ExchangeNasdaq
StructureETF
Top 5 Holdings
Albemarle (ALB)11.01%
Liontown Resources (LTN)10.71%
Ganfeng Lithium (GNENF)10.64%
PLS Group (PLSQF)9.70%
SQM (SQM)9.49%
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iShares Energy Storage & Materials ETFiShares |
IBAT | $41M | ||||
iShares Energy Storage & Materials ETFIBAT tracks the STOXX Global Energy Storage and Materials Index, comprising companies developing critical infrastructure for the energy transition including batteries, hydrogen fuel cells, and related materials. With 82 holdings, a 0.47% expense ratio, and 67% foreign exposure, IBAT provides targeted exposure to the energy storage supply chain, a key enabler of renewable energy adoption. Fund Details
AUM$41M
Expense Ratio0.47%
Inception3/19/2024
ExchangeNasdaq
StructureETF
Top 5 Holdings
Bloom Energy (BE)6.91%
Samsung SDI (006400)6.79%
Air Liquide6.35%
BASF (BAS)6.33%
Air Products & Chemicals (APD)6.06%
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Global X Rare Earth & Critical Materials ETFGlobal X |
EART | $39M | ||||
Global X Rare Earth & Critical Materials ETFEART (formerly DMAT) provides exposure to companies engaged in exploration, mining, and production of metals and raw materials critical to emerging technologies including electric vehicles and energy storage. Rebranded from the Disruptive Materials ETF in March 2026, EART employs passive indexing using the Solactive Rare Earth & Critical Materials Index across 52 global securities with 82% foreign exposure. Fund Details
AUM$39M
Expense Ratio0.59%
Inception1/24/2022
ExchangeNasdaq
StructureETF
Top 5 Holdings
Albemarle (ALB)6.28%
Sumitomo Metal Mining4.74%
Southern Copper (SCCO)4.72%
Valterra Platinum4.52%
Rio Tinto (RIO)4.35%
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VanEck Green Metals ETFVanEck |
GMET | $35M | ||||
VanEck Green Metals ETFGMET tracks the MVIS Global Clean-Tech Metals Index, focusing on companies involved in production, refining, processing, and recycling of green metals including cobalt, copper, lithium, rare earths, and zinc. With 98% Basic Materials sector allocation, GMET maintains a concentrated, non-diversified portfolio of 58 holdings targeting pure-play companies in energy transition metal mining and processing. Fund Details
AUM$35M
Expense Ratio0.61%
Inception11/9/2021
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Anglo American7.05%
Glencore7.01%
Grupo Mexico (GPMXF)6.78%
Freeport-McMoRan (FCX)6.67%
Teck Resources5.24%
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ProShares S&P Global Battery Metals ETFProShares |
ION | $15M | ||||
ProShares S&P Global Battery Metals ETFION tracks the S&P Global Core Battery Metals Index, targeting companies mining lithium, nickel, and cobalt essential for battery production. Global battery demand is driven by electrification across transportation and energy storage sectors. ION provides exposure to mining companies supplying critical raw materials for battery technology. Fund Details
AUM$15M
Expense Ratio0.58%
Inception11/29/2022
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Liontown (LTN)5.53%
Sigma Lithium (SGML)5.40%
Grupo Mexico (GPMXF)4.28%
Albemarle (ALB)4.23%
IGO Limited (IGOHF)4.14%
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Invesco Electric Vehicle Metals Commodity Strategy ETFInvesco |
EVMT | $5M | ||||
Invesco Electric Vehicle Metals Commodity Strategy ETFEVMT is an actively managed commodity fund providing direct exposure to the metals essential for electric vehicle production without owning mining equities or physical commodities. The fund's No K-1 structure offers tax advantages while maintaining a benchmark-aware approach. By focusing on upstream raw material commodities, EVMT provides pure-play exposure to battery and vehicle production supply chains. Fund Details
AUM$5M
Expense Ratio0.59%
Inception4/27/2022
ExchangeNasdaq
StructureNo K-1 ETF
Portfolio Composition
Commodity futures contracts in iron ore, copper, aluminum, nickel, cobalt, lithium, zinc, and silver. Actively managed, benchmark-aware approach designed to exceed the S&P GSCI Electric Vehicle Metals Index. |
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Latest Critical Minerals Coverage From GSR
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Key Terms Full Glossary →
Metals and minerals designated as essential to economic and national security due to their role in modern technology, defense, and the energy transition. The U.S. Geological Survey maintains an official list including lithium, cobalt, rare earth elements, copper, nickel, graphite, manganese, and others.
Whether an ETF provides exposure through equities (stocks of mining companies), futures contracts (commodity derivatives), physical holdings, or a mix. Equity ETFs hold shares in companies; futures-based ETFs hold derivative contracts on the underlying commodities.
The annual fee charged by an ETF to cover management, administration, and operational costs, expressed as a percentage of assets under management. A lower expense ratio means less drag on returns over time.
The total market value of all investments managed by an ETF. Higher AUM generally indicates greater liquidity, tighter bid-ask spreads, and lower trading costs for investors.
FAQ
Critical minerals ETFs invest in companies that mine, process, or recycle metals and minerals essential to the energy transition — including lithium, copper, nickel, cobalt, rare earth elements, and graphite. These materials are vital inputs for batteries, electric vehicles, wind turbines, solar panels, and power grid infrastructure.
As of April 2026, there are 17 US-listed ETFs focused on critical minerals and energy transition metals. These funds span equity, futures, and mixed strategies covering copper, lithium, rare earths, nickel, battery metals, and broad critical materials themes.
The Global X Copper Miners ETF (COPX) is the largest critical minerals ETF by assets under management at approximately $7.9 billion, followed by the VanEck Rare Earth/Strategic Metals ETF (REMX) at $2.6 billion and the Global X Lithium & Battery Tech ETF (LIT) at $1.8 billion.
Equity critical minerals ETFs hold shares in mining and processing companies (e.g. COPX, REMX, LIT), while futures-based ETFs hold derivative contracts on the underlying commodities (e.g. CPER for copper futures, EVMT for EV metals futures). Futures ETFs provide purer commodity price exposure but may carry K-1 tax reporting requirements and contango risk.
Copper is the most widely needed critical mineral, essential for electrical wiring, EV motors, and renewable energy systems. Lithium is critical for battery cathodes and anodes. Nickel and cobalt are key battery cathode materials. Rare earth elements are vital for permanent magnets in wind turbines and EV motors. Graphite is the primary anode material in lithium-ion batteries.
Yes. Several ETFs provide broad critical minerals exposure rather than focusing on a single metal. SETM (Sprott Energy Transition Materials) covers uranium, lithium, copper, nickel, cobalt, graphite, and rare earths. GMET (VanEck Green Metals) targets green metals broadly. IBAT (iShares Energy Storage & Materials) covers battery and storage materials. These diversified funds reduce single-commodity concentration risk.