Energy Transition ETFs
The definitive list of US-listed ETFs providing exposure to the global energy transition — from clean energy and critical materials to nuclear power, carbon markets, and green infrastructure.
This list covers 58 ETFs across equity, futures, and bond strategies, spanning solar, wind, hydrogen, uranium, lithium, copper, rare earths, water, EVs, and more.
AUM figures are updated monthly. Click any row to expand fund details and top holdings.
| Fund | Ticker | AUM ▼ | ||||
|---|---|---|---|---|---|---|
First Trust Clean Edge Smart Grid Infrastructure ETFFirst Trust |
GRID | $8,593M | ||||
First Trust Clean Edge Smart Grid Infrastructure ETFGRID 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. Fund Details
AUM$8,593M
Expense Ratio0.56%
Inception11/16/2009
ExchangeNasdaq
StructureETF
Top 5 Holdings
Eaton (ETN)8.30%
National Grid (NGG)8.03%
Johnson Controls (JCI)7.95%
ABB (ABB)7.57%
Schneider Electric (SU)7.15%
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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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Global X Uranium ETFGlobal X |
URA | $6,950M | ||||
Global X Uranium ETFURA 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. Fund Details
AUM$6,950M
Expense Ratio0.69%
Inception11/4/2010
ExchangeNasdaq
StructureETF
Top 5 Holdings
Cameco (CCJ)23.67%
NexGen Energy (NXE)6.77%
Oklo Inc. (OKLO)6.54%
Uranium Energy (UEC)5.96%
Kazatomprom (KAP)4.84%
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VanEck Uranium+Nuclear Energy ETFVanEck |
NLR | $4,770M | ||||
VanEck Uranium+Nuclear Energy ETFNLR 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. Fund Details
AUM$4,770M
Expense Ratio0.56%
Inception8/13/2007
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Cameco (CCJ)8.03%
Constellation Energy (CEG)7.74%
BWX Technologies (BWXT)6.99%
Public Service Enterprise Group (PEG)6.07%
PG&E (PCG)5.58%
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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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Sprott Uranium Miners ETFSprott |
URNM | $2,260M | ||||
Sprott Uranium Miners ETFURNM 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. Fund Details
AUM$2,260M
Expense Ratio0.75%
Inception12/3/2019
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Cameco (CCJ)20.28%
Sprott Physical Uranium Trust (SRUUF)13.24%
NexGen Energy (NXE)12.88%
Kazatomprom (KAP)4.95%
Uranium Energy (UEC)4.81%
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iShares Global Clean Energy ETFiShares |
ICLN | $2,247M | ||||
iShares Global Clean Energy ETFICLN 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. Fund Details
AUM$2,247M
Expense Ratio0.39%
Inception6/24/2008
ExchangeNasdaq
StructureETF
Top 5 Holdings
Nextpower Inc. (NXT)10.05%
Bloom Energy (BE)9.10%
First Solar (FSLR)6.13%
Iberdrola (IBE)5.84%
China Yangtze Power (600900)4.50%
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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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Invesco Water Resources ETFInvesco |
PHO | $2,060M | ||||
Invesco Water Resources ETFPHO tracks the NASDAQ OMX U.S. Water Index, providing exposure to companies that conserve and purify water for homes, businesses, and industries. The fund invests at least 90% of assets in index constituents with a passive management style. With over $2 billion in assets, PHO is the largest water-focused ETF, blending utilities with water infrastructure and equipment companies to provide comprehensive water industry exposure. Fund Details
AUM$2,060M
Expense Ratio0.59%
Inception12/6/2005
ExchangeNasdaq
StructureETF
Top 5 Holdings
Ecolab (ECL)8.86%
Ferguson Enterprises (FERG)8.19%
American Water Works (AWK)7.27%
Roper Technologies (ROP)6.20%
Waters Corp (WAT)5.92%
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First Trust Water ETFFirst Trust |
FIW | $1,843M | ||||
First Trust Water ETFFIW tracks the ISE Clean Edge Water Index, investing at least 90% of assets in companies generating substantial revenue from potable water and wastewater sectors. Industrials represent 56.75% of the portfolio, complemented by healthcare, utilities, and technology allocations, providing exposure to water infrastructure, treatment, and monitoring companies. Fund Details
AUM$1,843M
Expense Ratio0.51%
Inception5/8/2007
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Ferguson Enterprises (FERG)4.55%
IDEX Corp (IEX)4.43%
Ecolab (ECL)4.40%
Waters Corp (WAT)4.25%
IDEXX Laboratories (IDXX)4.06%
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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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Invesco Solar ETFInvesco |
TAN | $1,490M | ||||
Invesco Solar ETFTAN 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. Fund Details
AUM$1,490M
Expense Ratio0.70%
Inception4/15/2008
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
First Solar (FSLR)10.10%
Nextpower (NXT)10.12%
Enlight Renewable Energy (ENLT)6.47%
Enphase Energy (ENPH)6.48%
SolarEdge Technologies (SEDG)5.65%
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Invesco S&P Global Water Index ETFInvesco |
CGW | $1,070M | ||||
Invesco S&P Global Water Index ETFCGW tracks the S&P Global Water Index, investing at least 90% in developed market securities of water utilities, infrastructure companies, and water equipment/materials manufacturers. Rebalanced semiannually, CGW provides broad global water industry exposure including utilities and equipment manufacturers, with a dividend yield making it an income-oriented water sector investment. Fund Details
AUM$1,070M
Expense Ratio0.58%
Inception5/14/2007
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
SABESP (SBSP3)8.94%
American Water Works (AWK)7.70%
Xylem (XYL)6.92%
Essential Utilities (WTRG)5.37%
Veralto (VLTO)5.27%
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Range Nuclear Renaissance Index ETFRange |
NUKZ | $789M | ||||
Range Nuclear Renaissance Index ETFNUKZ 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. Fund Details
AUM$789M
Expense Ratio0.85%
Inception1/24/2024
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Cameco (CCJ)10.49%
Constellation Energy (CEG)6.45%
Lockheed Martin (LMT)3.62%
GE Vernova (GEV)3.48%
Samsung C&T3.47%
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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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First Trust Clean Edge Green Energy ETFFirst Trust |
QCLN | $580M | ||||
First Trust Clean Edge Green Energy ETFQCLN 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. Fund Details
AUM$580M
Expense Ratio0.56%
Inception2/8/2007
ExchangeNasdaq
StructureETF
Top 5 Holdings
Tesla (TSLA)11.10%
ON Semiconductor (ON)9.70%
First Solar (FSLR)4.00%
Rivian (RIVN)3.50%
Albemarle (ALB)3.50%
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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 USD Green Bond ETFiShares |
BGRN | $464M | ||||
iShares USD Green Bond ETFBGRN 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. Fund Details
AUM$464M
Expense Ratio0.20%
Inception11/13/2018
ExchangeNasdaq
StructureETF
Portfolio Composition
Diversified across 329 USD-denominated, investment-grade green bond securities whose proceeds fund environmental projects including renewable energy, energy efficiency, and pollution prevention. |
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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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Invesco WilderHill Clean Energy ETFInvesco |
PBW | $434M | ||||
Invesco WilderHill Clean Energy ETFPBW 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. Fund Details
AUM$434M
Expense Ratio0.61%
Inception3/3/2005
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Amprius Technologies (AMPR)3.00%
Darling Ingredients (DAR)2.65%
Bloom Energy (BE)2.47%
Powell Industries (POWL)2.42%
Cadeler (CDLR)2.33%
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Sprott Junior Uranium Miners ETFSprott |
URNJ | $427M | ||||
Sprott Junior Uranium Miners ETFURNJ 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. Fund Details
AUM$427M
Expense Ratio0.80%
Inception2/1/2023
ExchangeNasdaq
StructureETF
Top 5 Holdings
Paladin Energy (PDN)14.87%
Denison Mines (DNN)13.51%
Energy Fuels (UUUU)12.89%
NexGen Energy (NXE)12.08%
Deep Yellow (DYYZF)5.64%
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Global X Autonomous & Electric Vehicles ETFGlobal X |
DRIV | $354M | ||||
Global X Autonomous & Electric Vehicles ETFDRIV 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. Fund Details
AUM$354M
Expense Ratio0.68%
Inception4/13/2018
ExchangeNasdaq
StructureETF
Top 5 Holdings
Intel (INTC)3.42%
NVIDIA (NVDA)2.99%
Alphabet (GOOGL)2.78%
Toyota Motor (TM)2.41%
Honeywell (HON)2.32%
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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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Invesco Global Water ETFInvesco |
PIO | $280M | ||||
Invesco Global Water ETFPIO tracks the NASDAQ OMX Global Water Index, providing exposure to 47 companies creating products that conserve and purify water for homes, businesses, and industries. PIO's single-sector focus creates concentrated exposure on the growing water stress theme. Investments in water infrastructure, purification, and management technology benefit from structural tailwinds around water scarcity. Fund Details
AUM$280M
Expense Ratio0.75%
Inception6/13/2007
ExchangeNasdaq
StructureETF
Top 5 Holdings
Pentair (PNR)8.62%
Ecolab (ECL)7.86%
Veolia Environnement (VIE)7.55%
Roper Technologies (ROP)6.89%
Geberit (GEBN)6.56%
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First Trust Global Wind Energy ETFFirst Trust |
FAN | $259M | ||||
First Trust Global Wind Energy ETFFAN 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. Fund Details
AUM$259M
Expense Ratio0.60%
Inception6/16/2008
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Vestas Wind Systems (VWDRY)7.82%
EDP Renovaveis (EDRVF)7.49%
Northland Power (NWTPF)7.27%
Nordex (NXDXF)5.94%
Orsted (ORSTD)4.72%
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SPDR S&P Kensho Clean Power ETFState Street |
CNRG | $200M | ||||
SPDR S&P Kensho Clean Power ETFCNRG 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. Fund Details
AUM$200M
Expense Ratio0.45%
Inception10/22/2018
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Bloom Energy (BE)4.46%
Generac (GNRC)3.71%
Enphase Energy (ENPH)3.54%
NextPower3.26%
GE Vernova (GEV)3.18%
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Invesco Global Clean Energy ETFInvesco |
PBD | $188M | ||||
Invesco Global Clean Energy ETFPBD 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. Fund Details
AUM$188M
Expense Ratio0.75%
Inception6/13/2007
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
TSEC Corp (2330)2.31%
Enphase Energy (ENPH)1.45%
Wasion Holdings1.44%
O.Y. Nofar Energy1.43%
Enlight Renewable Energy1.34%
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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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iShares MSCI Global Sustainable Development Goals ETFiShares |
SDG | $166M | ||||
iShares MSCI Global Sustainable Development Goals ETFSDG 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. Fund Details
AUM$166M
Expense Ratio0.50%
Inception4/20/2016
ExchangeNasdaq
StructureETF
Top 5 Holdings
Marvell Technology (MRVL)4.61%
Wiwynn (WIYN)4.46%
Vestas Wind Systems (VWS)4.06%
NVIDIA (NVDA)4.04%
East Japan Railway (9020)3.95%
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iShares Self-Driving EV and Tech ETFiShares |
IDRV | $160M | ||||
iShares Self-Driving EV and Tech ETFIDRV 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. Fund Details
AUM$160M
Expense Ratio0.47%
Inception4/16/2019
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Samsung SDI (006400)6.07%
Albemarle (ALB)5.40%
PLS Group (PLS)4.74%
ABB Ltd (ABB)4.42%
CATL (300750)4.35%
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Invesco MSCI Sustainable Future ETFInvesco |
ERTH | $144M | ||||
Invesco MSCI Sustainable Future ETFERTH 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. Fund Details
AUM$144M
Expense Ratio0.66%
Inception10/24/2006
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Digital Realty Trust (DLR)5.29%
BYD (BYDDY)4.80%
NVIDIA (NVDA)4.77%
Tesla (TSLA)4.70%
Vestas Wind Systems (VWDRY)4.12%
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VanEck Low Carbon Energy ETFVanEck |
SMOG | $143M | ||||
VanEck Low Carbon Energy ETFSMOG 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. Fund Details
AUM$143M
Expense Ratio0.61%
Inception5/3/2007
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Tesla (TSLA)9.46%
NextEra Energy (NEE)7.97%
Iberdrola (IBE)6.62%
Enel (ENEL)6.16%
BYD (BYDDY)5.73%
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KraneShares Global Carbon Strategy ETFKraneShares |
KRBN | $131M | ||||
KraneShares Global Carbon Strategy ETFKRBN 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. Fund Details
AUM$131M
Expense Ratio0.90%
Inception7/30/2020
ExchangeNYSE Arca
StructureETF
Portfolio Composition
Tracks carbon allowance futures from EU ETS (European Union Allowances), California Carbon Allowances (CCA), and the Regional Greenhouse Gas Initiative (RGGI) cap-and-trade programs. |
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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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SS&C ALPS Clean Energy ETFSS&C |
ACES | $117M | ||||
SS&C ALPS Clean Energy ETFACES 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. Fund Details
AUM$117M
Expense Ratio0.55%
Inception6/28/2018
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Enphase Energy (ENPH)7.28%
Albemarle (ALB)7.25%
Nextracker (NXT)5.83%
Brookfield Renewable Partners (BEP)5.67%
HA Sustainable Infrastructure5.58%
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KraneShares California Carbon Allowance ETFKraneShares |
KCCA | $106M | ||||
KraneShares California Carbon Allowance ETFKCCA 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. Fund Details
AUM$106M
Expense Ratio0.91%
Inception10/5/2021
ExchangeNYSE Arca
StructureETF
Portfolio Composition
California Carbon Allowance (CCA) futures contracts tracking California's cap-and-trade program, which covers approximately 80% of state greenhouse gas emissions. |
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KraneShares EV & Future Mobility ETFKraneShares |
KARS | $81M | ||||
KraneShares EV & Future Mobility ETFKARS 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. Fund Details
AUM$81M
Expense Ratio0.72%
Inception1/18/2018
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
CATL (300750)4.84%
Tesla (TSLA)4.63%
Panasonic (PCRFY)4.01%
Pilbara Minerals (PLMBF)3.66%
Albemarle (ALB)3.59%
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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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KraneShares MSCI China Clean Tech Index ETFKraneShares |
KGRN | $64M | ||||
KraneShares MSCI China Clean Tech Index ETFKGRN 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. Fund Details
AUM$64M
Expense Ratio0.79%
Inception10/12/2017
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
XPeng (XPEV)8.93%
CATL (300750)8.69%
BYD (BYDDY)6.59%
Li Auto (LI)6.47%
NIO (NIO)6.47%
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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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Fidelity Clean Energy ETFFidelity |
FRNW | $40M | ||||
Fidelity Clean Energy ETFFRNW 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. Fund Details
AUM$40M
Expense Ratio0.39%
Inception10/5/2021
ExchangeBATS
StructureETF
Top 5 Holdings
GE Vernova (GEV)4.69%
Vestas Wind Systems4.67%
First Solar (FSLR)4.43%
Bloom Energy (BE)3.58%
Siemens Energy3.50%
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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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Invesco MSCI Global Timber ETFInvesco |
CUT | $32M | ||||
Invesco MSCI Global Timber ETFCUT 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. Fund Details
AUM$32M
Expense Ratio0.76%
Inception11/9/2007
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Smurfit Westrock (SW)5.24%
Weyerhaeuser (WY)5.06%
Avery Dennison (AVY)5.02%
International Paper (IP)4.95%
Packaging Corp (PKG)4.94%
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Global X Renewable Energy Producers ETFGlobal X |
RNRG | $31M | ||||
Global X Renewable Energy Producers ETFRNRG 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. Fund Details
AUM$31M
Expense Ratio0.65%
Inception5/28/2015
ExchangeNasdaq
StructureETF
Top 5 Holdings
AXIA Energia6.66%
Orsted (ORSTD)6.42%
EDP Renovaveis (EDRVF)5.96%
Meridian Energy5.84%
VERBUND5.76%
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Themes Uranium & Nuclear ETFThemes |
URAN | $29M | ||||
Themes Uranium & Nuclear ETFURAN 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. Fund Details
AUM$29M
Expense Ratio0.35%
Inception9/24/2024
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Cameco (CCJ)9.69%
Constellation Energy (CEG)6.77%
PG&E (PCG)3.97%
Duke Energy (DUK)3.87%
Paladin Energy (PDN)3.85%
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Neuberger Berman Energy Transition & Infrastructure ETFNeuberger Berman |
NBET | $29M | ||||
Neuberger Berman Energy Transition & Infrastructure ETFNBET 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. Fund Details
AUM$29M
Expense Ratio0.65%
Inception4/6/2022
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Targa Resources (TRGP)9.04%
Enterprise Products Partners (EPD)6.71%
Cheniere Energy (LNG)6.38%
Energy Transfer (ET)6.17%
DT Midstream (DTM)5.61%
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Global X CleanTech ETFGlobal X |
CTEC | $27M | ||||
Global X CleanTech ETFCTEC 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%. Fund Details
AUM$27M
Expense Ratio0.50%
Inception10/27/2020
ExchangeNasdaq
StructureETF
Top 5 Holdings
Bloom Energy (BE)10.48%
Nextpower8.27%
Samsung SDI8.16%
Vestas Wind Systems6.08%
Nordex5.85%
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Global X Clean Water ETFGlobal X |
AQWA | $26M | ||||
Global X Clean Water ETFAQWA tracks the Solactive Global Clean Water Industry Index, providing exposure to global companies efficient in treating, purifying, and managing water. With 42 holdings, a 0.50% expense ratio, and a 72%/28% domestic-foreign allocation, AQWA provides diversified exposure to the global water infrastructure and treatment sector. Fund Details
AUM$26M
Expense Ratio0.50%
Inception4/8/2021
ExchangeNasdaq
StructureETF
Top 5 Holdings
Ferguson Enterprises8.15%
Pentair7.26%
American Water Works (AWK)6.93%
Xylem6.78%
SABESP (SBSP3)5.81%
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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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iPath Carbon ETNBarclays |
GRN | $11M | ||||
iPath Carbon ETNGRN 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. Fund Details
AUM$11M
Expense Ratio0.75%
Inception9/10/2019
ExchangeNYSE Arca
StructureETN
Portfolio Composition
EU Emission Trading Scheme (EUA) futures and Kyoto Protocol Clean Development Mechanism (CDM) futures contracts on ICE Futures Europe. |
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Global X AgTech & Food Innovation ETFGlobal X |
KROP | $9M | ||||
Global X AgTech & Food Innovation ETFKROP 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. Fund Details
AUM$9M
Expense Ratio0.50%
Inception7/12/2021
ExchangeNasdaq
StructureETF
Top 5 Holdings
Corteva (CTVA)14.04%
Nutrien (NTR)13.85%
Deere (DE)13.56%
Kubota (KUBTY)13.06%
Archer-Daniels-Midland (ADM)4.67%
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Invesco MSCI Green Building ETFInvesco |
GBLD | $6M | ||||
Invesco MSCI Green Building ETFGBLD tracks the MSCI Global Green Building Index, providing exposure to companies in the green building theme through design, construction, and acquisition of green-certified properties. With 92% allocation to Real Estate, 82% foreign exposure, and a 0.39% expense ratio, GBLD offers concentrated exposure to the global green building and sustainable real estate sector. Fund Details
AUM$6M
Expense Ratio0.40%
Inception4/22/2021
ExchangeNasdaq
StructureETF
Top 5 Holdings
Unibail-Rodamco-Westfield4.81%
Swiss Prime Site4.50%
CapitaLand Integrated4.05%
BXP Inc3.75%
CapitaLand Ascendas REIT3.09%
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ProShares S&P Kensho Cleantech ETFProShares |
CTEX | $6M | ||||
ProShares S&P Kensho Cleantech ETFCTEX 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. Fund Details
AUM$6M
Expense Ratio0.58%
Inception9/29/2021
ExchangeNasdaq
StructureETF
Top 5 Holdings
Eos Energy Enterprises (EOS)10.28%
SolarEdge Technologies (SEDG)5.32%
Nextracker (NXT)5.08%
GE Vernova (GEV)4.97%
Enphase Energy (ENPH)5.12%
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iShares Environmental Infrastructure and Industrials ETFiShares |
EFRA | $6M | ||||
iShares Environmental Infrastructure and Industrials ETFEFRA 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. Fund Details
AUM$6M
Expense Ratio0.47%
Inception11/1/2022
ExchangeNasdaq
StructureETF
Top 5 Holdings
Smurfit Westrock (SWR)6.69%
Westinghouse Air Brake (WAB)6.55%
Veolia Environnement6.26%
American Water Works (AWK)5.70%
Xylem (XYL)5.13%
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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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SmartETFs Sustainable Energy II ETFSmartETFs |
SOLR | $4M | ||||
SmartETFs Sustainable Energy II ETFSOLR is an actively managed ETF seeking to invest in sustainable energy companies generating or producing alternative/renewable energy or making such energy more efficient and accessible. With sector exposure dominated by Industrials, Technology, and Utilities, SOLR emphasizes companies reducing reliance on environmentally depletive energy resources through active stock selection. Fund Details
AUM$4M
Expense Ratio0.79%
Inception11/11/2020
ExchangeNYSE Arca
StructureETF
Top 5 Holdings
Legrand (LGDSY)5.16%
Siemens (SIEGY)4.68%
Iberdrola (IBDRY)4.39%
Eaton (ETN)4.35%
Hubbell (HUBB)4.33%
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Key Terms Full Glossary →
Whether an ETF provides exposure through equities (stocks of companies), futures contracts (commodity derivatives), physical holdings, or a mix. Equity ETFs hold shares in companies; futures-based ETFs hold derivative contracts on commodities; physical ETFs hold the actual commodity.
Energy generated from renewable, zero-emission sources such as solar, wind, hydroelectric, geothermal, and hydrogen. Clean energy ETFs invest in companies producing, distributing, or enabling renewable power generation.
Metals and minerals essential to modern technology and the energy transition, including lithium, cobalt, rare earth elements, copper, nickel, and graphite. These materials are vital for batteries, electric vehicles, wind turbines, and solar panels.
Tradeable permits representing the right to emit one metric ton of carbon dioxide. Cap-and-trade programs (such as the EU ETS and California's program) create markets where companies buy and sell these allowances, with ETFs providing exposure through futures contracts.
Fixed-income securities whose proceeds are exclusively used to finance environmental projects such as renewable energy, energy efficiency, pollution prevention, and sustainable water management.
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. AUM fluctuates with market prices and fund inflows or outflows.
FAQ
An energy transition ETF invests in companies or assets aligned with the global shift from fossil fuels to cleaner energy sources. These funds cover a broad range of themes including renewable energy generation, electric vehicles, battery materials, critical minerals, nuclear power, clean water, carbon markets, and green infrastructure.
As of April 2026, there are over 60 US-listed ETFs focused on various aspects of the energy transition. This list tracks 58 funds spanning clean energy, critical materials, nuclear, water, carbon credits, hydrogen, and more.
The largest energy transition ETFs by assets under management include GRID (First Trust Clean Edge Smart Grid Infrastructure ETF), COPX (Global X Copper Miners ETF), and URA (Global X Uranium ETF), each managing over $7 billion in assets.
Equity ETFs hold shares in companies operating in energy transition sectors, while futures-based ETFs hold derivative contracts on commodities like copper or carbon credits. Futures ETFs may issue K-1 tax forms and carry additional risks from contango and roll yield.
Yes. The energy transition ETF universe includes funds focused on solar, wind, hydrogen, nuclear/uranium, copper, lithium, rare earths, water, carbon credits, green bonds, electric vehicles, and more. Investors can target specific themes or use broad clean energy ETFs for diversified exposure.