Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.3%QQQ+0.6%VUG+1.0%VEA−0.3%IEFA−0.6%SPYM+0.3%VTV−0.4%VXUS−0.4%BND−0.2%VGT+1.3%IEMG−0.1%AGG−0.2%GLD−0.7%VWO−0.6%IJH+0.3%SCHD−1.0%IWF+1.0%SGOV+0.0%XLK+1.3%VIG−0.3%IJR−0.3%QQQM+0.6%VO+0.0%RSP−0.3%ITOT+0.3%DFAC+0.1%IWD−0.3%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Clean Energy & EV−6.0%

By assets, year to date15 ETFsthe 9th largest of Thematic’s nine themes

Data as of Nov 4, 2026 · a scoreboard, not advice

Rank
7th of 9
Funds
15
Assets
$5.1B
Of Thematic
1%
All Thematic
+21.8%
Open Clean energy & EV in deskAll 9 themes
0%+20%+40%Jan 1Nov 4ICLN−1.6%$2.0BDRIV−1.9%$297MLIT−7.0%$1.1BTAN−11.8%$908MS&P 500+11.5%VOOThe 4 largest Clean energy & EV funds against the S&P 500 · YTDStory of the year · Largest fundsYTDThe Four LargestICLN · LIT · TAN · DRIV · $4.3B of $5.1B85%of the theme’s money is in these 4
02 / 04

Clean Energy & EV ETFs

YTD
0%+10%+20%+30%+40%Jan 1Nov 4Thematic avg +7.7%ICLN −1.6%DRIV −1.9%LIT −7.0%
0%+20%+40%Jan 1Nov 4Thematic avg +7.7%ICLN −1.6%DRIV −1.9%LIT −7.0%
−6.0%15 funds · $5.1B
asset-weighted
Share of Thematic money1%
Largest fundsYTD
ICLN$2.0B−1.6%
LIT$1.1B−7.0%
TAN$908M−11.8%
DRIV$297M−1.9%
11 more funds$791M
End-of-day Nov 4, 2026 · theme YTD is asset-weighted
@TheETFTracker·theetftracker.com

ICLN vs LIT

YTD
ICLNLIT3–1ICLN first
Jan 1Nov 3−1.6%−7.0%
−1.6%Year to date−7.0%
−5.8%Past year−2.9%
0.38%Fee0.75%
$2.0BAssets$1.1B
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Largest Clean Energy & EV ETFs

Today
#Trend
1ICLNiShares Global Clean Energy ETFiSharesReadDesk0.38%1.1%+2.4%−6.8%−11.0%−1.6%−5.8%+30.8%−27.6%$2.0B
2LITGlobal X - Lithium & Battery Tech ETFGlobal XReadDesk0.75%0.8%+0.1%−14.3%−17.3%−7.0%−2.9%+27.9%−30.8%$1.1B
3TANInvesco Solar ETFInvescoReadDesk0.70%0.0%+3.0%−0.8%−15.5%−11.8%−11.8%+6.5%−51.4%$908M
4DRIVGlobal X - Autonomous & Electric Vehicles ETFGlobal XReadDesk0.68%0.8%+0.3%−14.1%−17.1%−1.9%−4.7%+45.0%+4.7%$297M
5PBWInvesco WilderHill Clean Energy ETFInvescoReadDesk0.63%2.5%+3.7%−10.3%−20.9%−12.5%−19.9%+12.4%−64.3%$286M
6PBDInvesco Global Clean Energy ETFInvescoReadDesk0.75%1.7%+0.9%−9.4%−14.4%−3.5%−6.3%+24.8%−42.6%$98M
7BATTAmplify Lithium & Battery Technology ETFAmplifyReadDesk0.59%2.0%+0.1%−13.3%−16.2%−7.7%−5.6%+37.0%−23.7%$92M
8ACESALPS Clean Energy ETFALPSReadDesk0.55%0.7%+2.5%−1.6%−12.7%−15.2%−21.6%−4.7%−61.0%$92M
9FRNWFidelity Clean Energy ETFFidelityReadDesk0.39%1.2%+3.3%−0.9%−7.3%+3.8%−1.2%+56.7%−20.6%$91M
10KARSKraneShares Electric Vehicles & Future Mobility Index ETFKraneSharesReadDesk0.69%0.2%+0.2%−8.2%−15.4%−16.4%−18.8%+8.3%−45.7%$64M
1–10 of 15 · 15 Clean energy & EV fundsPage 1 of 2
VOOS&P 500, for referenceFee 0.03%YTD +11.5%1Y +11.9%3Y +90.9%Assets $1.00TOpen all 15 in desk
End-of-day Nov 4, 2026 · total returns · fee and yield per year
@TheETFTracker·theetftracker.com

Closer In

Inside ICLN

Today
8.6%of ICLN is in FSLR alone · 103 holdings
By sector
UtilitiesIBE.MC · 600900.SS44.9%
EnergyFSLR · NXT25.0%
IndustrialsBE · VWS.CO18.6%
Basic MaterialsGPRE · REX1.6%
Technology601012.SS · 002129.SZ1.1%
Other holdings600930.SS · PREMIERENE.NS8.8%
Top 8 holdings
FSLRFirst Solar8.6%
NXTNextpower8.0%
IBE.MCIberdrola7.0%
BEBloom Energy6.2%
600900.SSChina Yangtze Power A5.8%
AXIA3.SAAxia Energia4.2%
VWS.COVestas Wind Systems3.3%
ORAOrmat Tech3.1%
End-of-day Nov 4, 2026 · top 10 holdings: 52% of the fund
@TheETFTracker·theetftracker.com

FSLR Inside Clean Energy & EV ETFs

Today
Of every $1,000 you put in, this much buys First Solar.
TAN$98
9.8% of the fund is FSLR
ICLN$86
8.6% of the fund is FSLR
PBD$9
0.9% of the fund is FSLR
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Clean Energy & EV ETF Fees

Today
$38a year on $10,000,
the cheapest, ICLN
ICLN0.38% a year$38
DRIV0.68% a year$68
TAN0.70% a year$70
LIT0.75% a year$75
LIT costs 2.0× what ICLN does.
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

ICLN Among Thematic ETFs

YTD
YTD return −1.6%beats34%
Fee 0.38%cheaper than86%
Income 1.1%beats68%
AUM $2.0Bbeats86%
Share of thematic ETFs ICLN beats · Nov 4, 2026
@TheETFTracker·theetftracker.com

ICLN’s 52-Week Range

1Y
$16.11+2.4% today
Low $15.18High $23.78
32.3% below its 52-week high
Past year−5.8%
Volatility, 1Y31.00%
Worst drop, 1Y−35.4%
Risk indicator4 of 5
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Clean Energy & EV Share of Thematic ETFs

Today
Money
Clean energy & EV runs 1% of the money in Thematic.
Funds
It is 6% of the funds, so its average fund is smaller than the rest: $342M against $1.5B.
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Clean Energy vs Market

YTD
ICLNVOO
Jan 1Nov 3−1.6%+11.5%
Past year−5.8%+11.9%
Fee0.38%0.03%
Assets$2.0B$1.00T
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Clean Energy & EV vs China

YTD
Clean energy & EV
15 ETFs
−6.0%
China
25 ETFs
−19.8%
$5.1BAssets$18.6B
ICLN −1.6%Biggest fundMCHI −17.2%
−5.8%Biggest, past year−20.8%
2–1measures won · Clean energy & EV
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

ICLN vs VOO

YTD
ICLN · iShares Global Clean Energy
−1.6%
VOO · S&P 500
+11.5%
Gap
13.2 pts
0%+20%+40%−1.6% ICLN+11.5% VOOJan 1Nov 30%+20%+40%−1.6% ICLN+11.5% VOOJan 1Nov 3
End-of-day Nov 3, 2026 · total return, dividends in
@TheETFTracker·theetftracker.com

Clean Energy & EV vs Thematic

Average · YTD
ICLN
−1.6%
LIT
−7.0%
Thematic average
+7.7%
0%+20%+40%Thematic average +7.7%LITICLNJan 1Nov 3
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

ICLN vs LIT

YTD
ICLNiShares · Clean energy & EVLITGlobal X · Clean energy & EV
Year to date
ICLN wins+5.3 pts
Past year
LIT wins+3.0 pts
Fee
ICLN winslower fee
Yield
ICLN wins+0.3 pts
AUM
ICLN1.9× more
3–1ICLN wins
End-of-day Nov 3, 2026 · AUM not scored
@TheETFTracker·theetftracker.com

The Other Eight Themes

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