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@Theta_collctv 1 week ago

Summary of Lithium and Battery ETFs: BATT, ICLN, and ARKQ

Summary of Lithium and Battery ETFs: BATT, ICLN, and ARKQ

Lithium and battery demand is growing due to EVs and energy storage, but picking individual winners is hard. Here is a look at three ETFs covering the space. Amplify Lithium & Battery Tech (BATT) is a pure play with 52 stocks. It has an expense ratio of 0.59%. Performance has been rough, losing about 25% since it launched in 2018. iShares Global Clean Energy (ICLN) is broader and includes solar and wind. It has a lower expense ratio of 0.39%. Top holdings include Bloom Energy and First Solar. Returns are negative since inception but up over the last decade. Ark Autonomous Tech (ARKQ) focuses on robotics and energy storage. It holds Tesla and has the best historical returns of the group, but it comes with a higher 0.75% expense ratio. The sector is expected to grow significantly by 2030, but these stocks are volatile.
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@Simonwhite 1 week ago

i really like the exposure First Solar gives in that iShares Global Clean Energy fund. it feels a bit safer than going all in on just batteries right now.