Energy Transition ETFs

First Trust Clean Edge® Smart Grid Infra ETF

GRID targets companies engaged in smart grid infrastructure and electrical energy management, tracking the NASDAQ Clean Edge Smart Grid Infrastructure Index.

The fund concentrates on infrastructure companies involved in the evolution toward smarter, more efficient electricity systems, offering investors a targeted play on grid modernization and energy efficiency.

Global X Copper Miners ETF

COPX 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.

Global X Uranium ETF

URA seeks to track the Solactive Global Uranium & Nuclear Components Total Return Index, providing broad exposure to global companies involved in uranium mining, extraction, refining, and nuclear component production. The fund invests at least 80% of assets in index securities with an expense ratio of 0.69%.

With nearly 77% of portfolio assets in foreign securities, URA offers diversified access to the uranium industry across multiple geographies and operational stages, from mining companies to equipment manufacturers supporting the nuclear fuel cycle.

VanEck Uranium and Nuclear ETF

NLR tracks the MVIS Global Uranium & Nuclear Energy Index with 29 holdings covering the full nuclear value chain, from uranium mining to nuclear facility construction and electricity generation.

Holdings span pure-play uranium miners, nuclear utilities, and specialized engineering suppliers in the expanding global nuclear sector.

iShares Global Clean Energy ETF

ICLN tracks the S&P Global Clean Energy Transition Index, comprising approximately 100 global companies in the clean energy sector. The fund applies ESG screens to exclude fossil fuels, weapons, and controversial industries, with an expense ratio of 0.41%.

With 58.3% foreign exposure, ICLN provides diversified clean energy access across the value chain including renewable power generation, battery technology, and clean energy infrastructure companies globally.

VanEck Rare Earth and Strategic Metals ETF

REMX 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.

Sprott Uranium Miners ETF

URNM seeks to track the North Shore Global Uranium Mining Index, investing at least 80% of assets in uranium mining companies and related entities. The fund focuses on companies that derive at least 50% of revenue from uranium mining.

With global uranium demand expected to double by 2040 amid a persistent supply deficit, URNM provides concentrated exposure to uranium producers facing favorable long-term fundamentals.

Global X Lithium & Battery Tech ETF

LIT 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.

Invesco Solar ETF

TAN tracks the MAC Global Solar Energy Index, comprised of solar energy companies across all technologies and value chain segments including photovoltaics, thermal systems, installers, and financing.

Holding 40 securities with top 10 holdings representing 58.3% of assets, TAN provides concentrated exposure to the global solar industry with emphasis on equipment manufacturers and service providers.

Range Nuclear Renaissance Index ETF

NUKZ captures the global resurgence of nuclear energy as a clean power solution, providing diversified exposure to companies engaged in advanced reactor development, nuclear utilities, construction, and fuel production.

With $789M in AUM and 53 holdings across the nuclear value chain, NUKZ combines exposure to established nuclear utilities with companies developing next-generation small modular reactor technology.

United States Copper Index Fund

CPER 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.

First Trust Clean Edge Green Energy ETF

QCLN tracks the NASDAQ Clean Edge Green Energy Index, focusing on U.S.-listed companies engaged in manufacturing and distribution of clean energy technologies including solar, wind, batteries, fuel cells, and electric vehicles.

With Technology and Industrials as primary allocations, QCLN emphasizes growth-oriented clean energy companies across multiple sub-sectors, reflecting the broad spectrum of technologies driving the energy transition.

Sprott Critical Materials ETF

SETM 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.

iShares USD Green Bond ETF

BGRN tracks the Bloomberg MSCI USD Green Bond Select Index, offering exposure to USD-denominated, investment-grade green bonds whose proceeds fund environmental projects.

The fund combines fixed-income stability with environmental impact, holding 329 securities with a 4.57% SEC yield. BGRN appeals to investors seeking measurable climate benefits alongside competitive bond yields.

iShares Copper and Metals Mining ETF

ICOP 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.

Invesco WilderHill Clean Energy ETF

PBW tracks the WilderHill Clean Energy Index, holding 64 different clean energy companies. The fund provides exposure to publicly traded companies engaged in advancement of cleaner energy and conservation technologies.

With sector exposure spanning industrials, technology, basic materials, consumer cyclical, and utilities, PBW captures the dynamic growth potential of emerging clean energy companies with broad diversification.

Autonomous & Electric Vehicles ETF

DRIV provides investment exposure to companies developing autonomous vehicle technology, electric vehicles, and related components and materials, tracking the Solactive Autonomous & Electric Vehicles Index.

The fund holds both U.S. and international securities across 77 positions, providing diversified thematic access across the EV and autonomous vehicle supply chain from software to battery materials.

Sprott Junior Uranium Miners ETF

URNJ tracks the Nasdaq Sprott Junior Uranium Miners Index, providing pure-play exposure to mid-, small-, and micro-cap uranium mining companies. The fund excludes major producers like Cameco and Kazatomprom.

With a non-diversified structure, URNJ offers targeted uranium exposure for investors seeking concentrated plays on nuclear energy expansion, with performance directly tied to uranium price movements.

First Trust Global Wind Energy ETF

FAN provides global exposure to companies in the wind energy industry, tracking the ISE Clean Edge Global Wind Energy Index. The fund allocates 60% to pure-play wind companies and 40% to diversified operators.

The specialized focus delivers concentrated exposure to the global wind power market, benefiting from increasing renewable energy penetration rates and utility-scale wind farm deployment.

Sprott Copper Miners ETF

COPP 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.

SPDR S&P Kensho Clean Power ETF

CNRG tracks the S&P Kensho Clean Power Index, which uses artificial intelligence and quantitative methodology to identify companies driving innovation in clean energy.

The fund balances exposure between clean technology manufacturers and generation/transmission operators, capturing companies across the full value chain of global clean power infrastructure.

VanEck Green Bond ETF

The VanEck Green Bond ETF (GRNB) tracks the S&P Green Bond U.S. Dollar Select Index, holding USD-denominated bonds whose proceeds finance environmental projects. Issuers span supranationals, governments and corporates, with top positions in the European Investment Bank and KfW as of July 2026. Launched in March 2017, it is the longest-running US-listed green bond ETF.

GRNB is the only bond fund on this list: it offers fixed-income exposure to the energy transition rather than equity exposure, holding roughly 467 bonds at a 0.20% expense ratio as of July 2026.

Invesco Global Clean Energy ETF

PBD tracks the WilderHill New Energy Global Innovation Index, investing in global clean energy companies focused on cleaner energy generation, conservation, and efficiency.

With 110 holdings and low top-10 concentration, PBD captures the full spectrum of clean energy innovation from equipment manufacturers to project developers globally.

iShares MSCI Global Sustainable Development Goals ETF

SDG tracks the MSCI ACWI Sustainable Impact Index, providing global equity exposure to companies addressing United Nations Sustainable Development Goals.

The fund targets companies with leading ESG practices and positive impact potential, spanning diverse sectors including energy, healthcare, education, and clean technology.

Sprott Junior Copper Miners ETF

COPJ 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.

KraneShares Global Carbon Strategy ETF

KRBN provides exposure to carbon credit futures through the IHS Markit Global Carbon Index, tracking the most traded carbon allowance futures contracts across three major cap-and-trade programs.

As the first US-listed ETF providing direct access to the carbon allowances futures market, KRBN offers participation in compliance cap-and-trade programs representing a nearly trillion-dollar market globally.

Invesco MSCI Sustainable Future ETF

ERTH invests in global companies offering products and services contributing to an environmentally sustainable economy, with holdings deriving at least 75% of revenue from six environmental impact themes.

With a diversified portfolio of 110+ holdings spanning developed and emerging markets, ERTH targets companies solving sustainability challenges across multiple sectors.

Self-Driving EV and Tech ETF

IDRV is a passively managed equity fund providing exposure to global companies benefiting from innovation in autonomous driving, electric vehicles, and related battery and technology sectors.

Tracking the NYSE FactSet Global Autonomous Driving and Electric Vehicle Index across 82 global securities, IDRV offers a competitive 0.48% expense ratio, 6% below category average.

VanEck Low Carbon Energy ETF

SMOG seeks to replicate the MVIS Global Low Carbon Energy Index, providing comprehensive exposure to the broad range of technologies and investment opportunities within the low carbon energy ecosystem.

The fund tracks companies engaged in renewable energy generation, lithium-ion batteries, electric vehicles, waste-to-energy production, and smart grid solutions across a multi-cap universe of 62 holdings.

ALPS Clean Energy ETF

ACES tracks the CIBC Atlas Clean Energy Index, delivering exposure to a diverse set of US and Canadian companies in renewable energy and clean technology.

Sector allocation emphasizes technology, utilities, and industrials, reflecting the breadth of clean energy opportunities across solar, wind, energy storage, and enabling technologies in North America.

Amplify Lithium & Battery Technology ETF

BATT 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.

KraneShares California Carbon Allowance ETF

KCCA provides targeted exposure to California Carbon Allowances through the IHS Markit Carbon CCA Index, tracking the state's cap-and-trade futures contracts.

California's program covers approximately 80% of state greenhouse gas emissions, with mandatory participation from utilities and large industrial emitters. KCCA targets the state's ambitious climate goal of carbon neutrality by 2045.

Fidelity Clean Energy ETF

FRNW seeks to track the Fidelity Clean Energy Index, focusing on global companies that distribute, produce, or provide technology for renewable energy sources including solar, wind, and hydrogen.

With 67 securities, 61.2% foreign exposure, and a low 0.39% expense ratio, FRNW provides diversified clean energy exposure at a competitive price point.

Global X Hydrogen ETF

The Global X Hydrogen ETF (HYDR) tracks the Solactive Global Hydrogen Index, investing in companies positioned to benefit from advances in hydrogen as an energy source. The fund provides exposure across the full hydrogen value chain — from producers and distributors to fuel cell and electrolyzer manufacturers — spanning global markets including the US, South Korea, the UK, and Europe.

HYDR is the only remaining US-listed hydrogen ETF after the closure of Defiance’s HDRO in April 2025. With a 0.50% expense ratio and broad global reach, it serves as the primary vehicle for investors seeking dedicated hydrogen exposure through a single ticker. Top holdings are concentrated in fuel cell leaders Bloom Energy and Plug Power, which together account for nearly 30% of the portfolio.

Sprott Rare Earths Ex-China ETF

REXC tracks the Nasdaq Sprott Rare Earths Ex-China Index, which targets companies deriving at least 50% of their revenue and/or assets from rare earth mining, exploration, development, separation, refining, or production — while explicitly excluding all Chinese-listed securities. Launched on April 15, 2026, it is one of the first US-listed ETFs specifically designed to offer a dedicated ex-China rare earths portfolio.

The fund is designed for investors seeking exposure to the rare earths supply chain outside of China, at a time when geopolitical risk and supply chain diversification are driving heightened interest in non-Chinese rare earth producers. The index is predominantly composed of Australian, US, and Canadian companies, with Lynas Rare Earths and MP Materials as its two largest holdings. The index is reconstituted and rebalanced semi-annually.

EV & Future Mobility ETF

KARS tracks the Bloomberg Electric Vehicles Index, providing global exposure to the electric vehicle ecosystem and adjacent mobility technologies.

Holdings span EV manufacturers, battery suppliers, lithium/copper producers, hydrogen fuel cell developers, and electric infrastructure operators, capturing the full value chain of transportation electrification.

iShares Energy Storage & Materials ETF

IBAT 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.

KraneShares MSCI China Clean Tech Index ETF

KGRN tracks the MSCI China IMI Environment 10/40 Index, targeting Chinese companies deriving at least 50% of revenues from environmentally beneficial products and services.

With 55 securities, KGRN provides concentrated exposure to Chinese clean technology leaders including EV manufacturers, battery producers, and renewable energy companies.

Sprott Nickel Miners ETF

NIKL 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.

Neuberger Berman Energy Transition & Infrastructure ETF

NBET is an actively managed equity ETF offering exposure to energy transition and infrastructure companies with a focus on midstream pipeline operators, utilities, and MLPs offering stable distributions.

With a concentrated portfolio of 32 holdings and a 2.10% expense ratio reflecting active management, NBET targets mature, cash-generative infrastructure assets supporting the energy transition.

Global X Rare Earth & Critical Materials ETF

EART (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.

VanEck Copper and Electrification Metals ETF

GMET 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.

Sprott Lithium Miners ETF

LITP 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.

Kurv Copper & Mining Enhanced Income ETF

The Kurv Copper & Mining Enhanced Income ETF (KCOP) is an actively managed fund that builds synthetic exposure to copper and copper-mining equities (notably the COPX ETF) through options and forwards held against a Treasury bill collateral base, with derivative exposure permitted up to 200% of net assets. It sells options on copper and copper-related products to generate monthly income distributions.

KCOP is an options-income product, not a plain copper equity index fund: its yield and return mechanics are not comparable to the buy-and-hold miners funds on this list, and its holdings are dominated by Treasury bills and option positions. It launched in February 2026 and held roughly $32M in assets as of July 2026.

Invesco MSCI Global Timber ETF

CUT tracks the MSCI ACWI IMI Timber Select Capped Index, targeting global companies engaged in forest ownership, management, and timber-based product manufacturing.

The fund's diversification across geographic regions and timber product types provides inflation-hedging characteristics and exposure to sustainable forestry management companies globally.

First Trust Indxx Critical Metals ETF

The First Trust Indxx Critical Metals ETF (FMTL) tracks the Indxx Global Critical Metals Index, a market-cap-weighted basket of companies producing critical metals used in sustainable energy, next-generation mobility and high-technology applications, screened for revenue earned from North America.

Top positions as of July 2026 were dominated by large diversified miners: BHP, Freeport-McMoRan, Glencore and Anglo American, alongside uranium producer Cameco. The fund launched in November 2025 and held roughly $26M in assets as of July 2026.

Themes Uranium & Nuclear ETF

URAN is a non-diversified equity fund tracking the BITA Global Uranium and Nuclear Select Index, providing targeted exposure to both uranium mining and nuclear energy companies at an exceptionally competitive 0.35% expense ratio.

URAN uniquely blends uranium miners and nuclear utilities, creating comprehensive exposure to the uranium-to-electricity value chain across 50 companies.

First Trust Bloomberg Nuclear Power ETF

The First Trust Bloomberg Nuclear Power ETF (RCTR) tracks the Bloomberg Nuclear Power Index, which holds up to 50 companies selected on expected revenue exposure to the nuclear power ecosystem across power generation, uranium, and engineering and construction services.

Top holdings as of July 2026 spanned reactor and engine maker Rolls-Royce, diversified miner BHP, equipment supplier GE Vernova and nuclear generators Talen Energy and Vistra. The fund launched in July 2025 and held roughly $26M in assets as of July 2026.

Global X Renewable Energy Producers ETF

RNRG tracks the Indxx Renewable Energy Producers Index, providing exposure to companies that produce energy from renewable sources including wind, solar, hydroelectric, geothermal, and biofuels.

With 90.8% of its portfolio in foreign issues, RNRG is heavily international and emphasizes dividend-yielding renewable energy companies focused on actual power generation.

Fidelity Electric Vehicles and Future Transportation ETF

The Fidelity Electric Vehicles and Future Transportation ETF (FDRV) tracks Fidelity's proprietary index of companies producing electric or autonomous vehicles, their components, technology or energy systems. The 65-holding portfolio is anchored by EV manufacturers (Tesla, BYD, XPeng, NIO, Li Auto, Rivian), battery maker CATL and automotive semiconductor suppliers, with ride-hailing and autonomy names alongside.

At a 0.39% expense ratio as of July 2026, FDRV is one of the cheaper EV-focused funds on this list. Roughly two fifths of the portfolio sat in EV makers and the EV supply chain on the July 2026 holdings snapshot.

Global X CleanTech ETF

CTEC seeks to invest in companies benefiting from increased adoption of technologies that inhibit or reduce negative environmental impacts, tracking the Indxx Global CleanTech Index.

With 52.6% in foreign issues, CTEC offers global diversification across cleantech companies with relatively low fees of 0.50%.

ALPS Nautilus SMR, Nuclear & Technology ETF

The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) is an actively managed fund holding companies across the small modular reactor and broader nuclear value chain, complemented by an AI and technology sleeve that is capped at 25% of the portfolio. The fund may also use call and put options as an income overlay on top of the equity sleeve.

Top holdings as of July 2026 included GE Vernova, BWX Technologies, Kazatomprom, CGN Power and Cameco. The fund launched in February 2026 and held roughly $14M in assets as of July 2026.

USCF Daily Target 2X Copper Index ETF

The USCF Daily Target 2X Copper Index ETF (CPXR) seeks 200% of the single-day return of the SummerHaven Copper Index, the same benchmark CPER tracks at 1x. Launched in January 2025, CPXR is a registered investment company (1099 tax reporting) rather than a commodity pool, despite its futures-based strategy.

CPXR is a short-term trading tool, not a buy-and-hold copper investment. Its daily-reset structure means returns compound daily: over periods longer than one day, its performance will very likely diverge — sometimes sharply, and potentially in the opposite direction — from 2x the underlying index return, especially in volatile markets. The fund itself warns investors could lose their full principal in a single day. It is included here for completeness given it is a real, US-listed, exchange-traded copper product, but it is not comparable to the other four equity/futures funds on this list.

Note on holdings weights: because CPXR uses leveraged futures and collateral positions to target 2x daily exposure, its individual holdings weights sum to well over 100% of net assets — this is expected for a leveraged fund and does not indicate an error.

ProShares S&P Global Core Battery Metals ETF

ION 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.

iPath Carbon ETN

GRN is an Exchange Traded Note that links its return to the Barclays Global Carbon II TR USD Index, providing exposure to carbon credit futures from the EU ETS and Kyoto Protocol mechanisms.

As an unsecured debt obligation issued by Barclays, GRN offers exposure to carbon price fluctuations with the ETN structure. It carries issuer credit risk in addition to carbon market risk.

Themes Copper Miners ETF

The Themes Copper Miners ETF (COPA) tracks the BITA Global Copper Mining Select Index, a basket of companies engaged in copper mining, exploration and refining. Holdings span major diversified producers such as Freeport-McMoRan, Glencore and BHP alongside mid-cap pure plays across the US, UK, Canada, Australia and China.

Its 0.35% expense ratio was among the lowest of US-listed copper miner equity ETFs as of July 2026, though the fund remains small, with roughly $11M in assets on the July 2026 snapshot.

Global X AgTech & Food Innovation ETF

KROP invests in the Solactive AgTech & Food Innovation Index, targeting companies advancing technology in agriculture and food industries including precision agriculture, robotics, vertical farming, and biotechnology.

With 33 holdings concentrated in the top 10, KROP offers focused exposure to food system innovation benefiting from rising global demand for sustainable food production.

Defiance Daily Target 2X Long Copper Miners ETF

The Defiance Daily Target 2X Long Copper Miners ETF (COPZ) seeks 200% of the single-day price performance of the Global X Copper Miners ETF (COPX), before fees and expenses, using total-return swap agreements held against cash collateral.

COPZ is a short-term trading tool, not a buy-and-hold copper investment. Its daily-reset structure means returns compound daily: over periods longer than one day its performance can diverge substantially, and potentially in the opposite direction, from 2x the underlying return. It is included here for completeness as a real, US-listed exchange-traded copper product, but it is not comparable to the equity and futures funds on this list. It launched in February 2026 and held roughly $6M in assets as of July 2026. Note on holdings weights: swap and collateral positions sum to well over 100% of net assets, which is expected for a leveraged fund.

Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF

EVMT 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.

iShares Environmental Infrastructure and Industrials ETF

EFRA tracks the FTSE Green Revenues Select Infrastructure and Industrials Index, holding companies providing infrastructure and industrial solutions for energy efficiency, emissions mitigation, and resource optimization.

With nearly half its portfolio in foreign equities and 53 holdings, EFRA provides diversified exposure to environmental infrastructure including water treatment, waste management, and efficiency technologies.

Virtus Duff & Phelps Clean Energy ETF

ProShares S&P Kensho Cleantech ETF

CTEX tracks the S&P Kensho Cleantech Index, measuring U.S.-listed companies developing technologies enabling clean energy generation including solar, wind, geothermal, hydrogen, and hydroelectric.

The ETF provides focused exposure to cleantech innovators rather than traditional energy utilities, emphasizing hardware and technology providers essential to the global energy transition.

Roundhill Uranium ETF

The Roundhill Uranium ETF (UX) is an actively managed fund that seeks exposure to the spot price of physical uranium (U3O8) rather than uranium mining equities. It does not hold physical uranium directly: exposure comes through swap agreements linked to the Sprott Physical Uranium Trust and Yellow Cake plc, held against Treasury bill collateral, alongside direct trust units. It launched in January 2025 on Cboe BZX.

UX is the only fund on this list targeting the uranium commodity price itself rather than miners or the nuclear value chain. Note on holdings weights: because the fund combines collateral and swap positions, individual weights sum to well over 100% of net assets, which is expected for a swap-based fund and does not indicate an error. Assets were roughly $4M as of July 2026.

WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

The WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) uses a capital-efficient structure: for each $100 invested, roughly $90 goes to rare-earth and strategic-metals mining equities and roughly $90 of notional exposure to a basket of listed metals futures, collateralized by short-term US Treasury holdings. Launched on Cboe in May 2026, it is the first US ETF to pair rare-earth mining equities with a metals futures overlay in a single wrapper.

Because of the dual equity-plus-futures stack, WDIG's behavior differs from the plain equity funds on this list, and its holdings weights reflect both legs. Assets were roughly $5M as of July 2026, two months after launch.

USCF Sustainable Battery Metals Strategy Fund

ZSB 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.

Themes Lithium & Battery Metal Miners ETF

The Themes Lithium & Battery Metal Miners ETF (LIMI) tracks the BITA Global Lithium and Battery Metals Select Index, covering companies involved in mining, exploration and refining of lithium and other battery metals. The portfolio mixes Australian and US lithium producers such as PLS Group and Albemarle with Chinese cathode-material and cobalt names.

LIMI is one of the smallest funds in the category, with roughly $2M in assets as of July 2026, at a 0.35% expense ratio.

Tortoise Nuclear Renaissance ETF

The Tortoise Nuclear Renaissance ETF (TNUK) is an actively managed equity fund covering the global nuclear energy industry across uranium mining, the fuel cycle, reactor developers and component suppliers, and nuclear power operators. The manager allocates dynamically across these segments rather than tracking an index, with holdings spanning US, UK, Canadian and Korean listed companies.

Launched in December 2025, TNUK is the smallest fund on this list, with roughly $1M in assets as of July 2026.

Xtrackers US Green Infrastructure Select Equity ETF

The Xtrackers US Green Infrastructure Select Equity ETF (UPGR) tracks the Solactive United States Green Infrastructure ESG Screened Index, comprising US-listed companies with business exposure to producing, generating or distributing green energy, or to building sustainable infrastructure, including green mobility, green fuel, wholesale power and environmental services.

The roughly 45-stock portfolio was weighted toward fuel cell, energy storage and solar equipment names as of July 2026, led by FuelCell Energy, Bloom Energy and Shoals. The fund is small, with roughly $7M in assets as of July 2026.