Energy Transition Funds
Energy transition strategies invest in companies that are expected to benefit from the global transition away from hydrocarbon-based energy sources. This includes firms that design, supply, build, and/or operate wind, solar, and hydrogen-based energy solutions. Companies that provide other technical solutions such as carbon capture, which will help meet current or future carbon-related goals, may also be included.
|
Name
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|
| iShares Global Clean Energy ETF
ICLN
| — | −26.73% | −16.31% | — | — | 0.410% | 2.12 Bil |
| Xtrackers US Green Infras Sel Eq ETF
UPGR
| — | — | — | — | 0.350% | 4.03 Mil | |
| Virtus Duff & Phelps Clean Energy ETF
VCLN
| — | −16.40% | — | — | — | 0.590% | 5.25 Mil |
| Victory Global Energy Transition Y
RSNYX
| −1.60% | 14.87% | Above Average | High | 1.150% | 315.00 Mil | |
| Victory Global Energy Transition C
RGNCX
| −2.69% | 13.59% | Average | High | 2.280% | 315.00 Mil | |
| Victory Global Energy Transition A
RSNRX
| −1.91% | 14.50% | Above Average | High | 1.480% | 315.00 Mil | |
| VanEck® Green Infrastructure ETF
RNEW
| −8.00% | — | — | — | 0.460% | 1.77 Mil | |
| VanEck Uranium & Nuclear ETF
NLR
| — | 40.98% | 18.21% | — | — | 0.610% | 221.66 Mil |
| VanEck Low Carbon Energy ETF
SMOG
| — | −18.15% | −13.86% | — | — | 0.610% | 130.85 Mil |
| TrueShares Eagle Glbl Rnwbls Engy IncETF
RNWZ
| −7.93% | — | — | — | 0.750% | 2.43 Mil | |
| Touchstone Climate Transition ETF
HEAT
| −5.00% | — | — | — | 0.690% | 11.27 Mil | |
| TCW Transform Systems ETF
NETZ
| 32.28% | — | — | — | 0.750% | 137.33 Mil | |
| Sprott Energy Transition Materials ETF
SETM
| −0.69% | — | — | — | 0.650% | 18.02 Mil | |
| SmartETFs Sustainable Energy II ETF
SOLR
| −12.28% | −3.57% | Low | Low | 0.790% | 4.87 Mil | |
| SPDR® Kensho Clean Power ETF
CNRG
| −29.34% | −16.41% | Below Average | Below Average | 0.450% | 174.53 Mil | |
| Rockefeller Climate Solutions Instl
RKCIX
| 2.33% | — | — | — | 0.990% | 90.50 Mil | |
| Rockefeller Climate Solutions A
RKCAX
| 2.07% | — | — | — | 1.240% | 90.50 Mil | |
| Range Nuclear Renaissance ETF
NUKZ
| — | — | — | — | — | 0.850% | 13.16 Mil |
| ProShares S&P Kensho Cleantech ETF
CTEX
| −38.30% | — | — | — | 0.580% | 3.14 Mil | |
| Neuberger Berman Crbn Trnstn & Infrs ETF
NBCT
| 9.84% | — | — | — | 0.550% | 29.90 Mil | |
| Macquarie Energy Transition ETF
PWER
| — | — | — | — | 0.790% | 6.32 Mil | |
| Kayne Anderson Renewable Infras Retail
KARRX
| −8.76% | −7.36% | Low | Above Average | 1.260% | 33.06 Mil | |
| Kayne Anderson Renewable Infras I
KARIX
| −8.57% | −7.10% | Low | Above Average | 1.010% | 33.06 Mil | |
| JPMorgan Sustainable Infrastructure ETF
BLLD
| 1.62% | — | — | — | 0.490% | 24.84 Mil | |
| JPMorgan Climate Change Solutions ETF
TEMP
| 9.87% | — | — | — | 0.490% | 24.37 Mil |