Today
VTI−0.4%VOO−0.5%IVV−0.5%SPY−0.5%VXUS+0.3%QQQ−1.4%VUG−1.2%BND−0.3%VEA+0.2%VTV+0.2%VO+0.2%IEFA+0.3%SPYM−0.5%VGT−2.7%VB+0.6%VWO+0.3%IEMG+0.2%AGG−0.2%GLD+1.6%VIG+0.2%XLK−2.9%IJH+0.8%BNDX−0.1%SCHD+0.3%IWF−1.2%SGOV−0.3%IJR+0.8%QQQM−1.4%VT−0.1%RSP+0.8%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Clean Energy & EV−7.6%

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

Data as of Nov 3, 2026 · a scoreboard, not advice

Rank
7th of 9
Funds
15
Assets
$5.1B
Of Thematic
1%
All Thematic
+20.2%
Open Clean energy & EV in deskAll 9 themes
0%+20%+40%Jan 1Nov 3DRIV−2.3%$298MICLN−4.0%$2.0BLIT−7.0%$1.1BTAN−14.4%$872MS&P 500+11.2%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 3Thematic avg +6.5%DRIV −2.3%ICLN −4.0%LIT −7.0%
0%+20%+40%Jan 1Nov 3Thematic avg +6.5%DRIV −2.3%ICLN −4.0%LIT −7.0%
−7.6%15 funds · $5.1B
asset-weighted
Share of Thematic money1%
Largest fundsYTD
ICLN$2.0B−4.0%
LIT$1.1B−7.0%
TAN$872M−14.4%
DRIV$298M−2.3%
11 more funds$785M
End-of-day Nov 3, 2026 · theme YTD is asset-weighted
@TheETFTracker·etftracker.io

ICLN vs LIT

YTD
ICLNLIT3–1ICLN first
Jan 1Nov 3−4.0%−7.0%
−4.0%Year to date−7.0%
−6.6%Past year−4.3%
0.38%Fee0.75%
$2.0BAssets$1.1B
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Largest Clean Energy & EV ETFs

Today
#Trend
1ICLNiShares Global Clean Energy ETFiSharesReadDesk0.38%1.2%+2.7%−8.5%−14.7%−4.0%−6.6%+23.6%−29.7%$2.0B
2LITGlobal X - Lithium & Battery Tech ETFGlobal XReadDesk0.75%0.8%+0.4%−13.3%−16.2%−7.0%−4.3%+28.9%−31.4%$1.1B
3TANInvesco Solar ETFInvescoReadDesk0.70%0.0%+4.7%−4.5%−21.2%−14.4%−11.9%−1.7%−53.5%$872M
4DRIVGlobal X - Autonomous & Electric Vehicles ETFGlobal XReadDesk0.68%0.8%−0.6%−14.0%−17.6%−2.3%−4.4%+43.5%+4.0%$298M
5PBWInvesco WilderHill Clean Energy ETFInvescoReadDesk0.63%2.6%+0.6%−14.1%−26.1%−15.6%−20.0%+4.9%−65.8%$287M
6PBDInvesco Global Clean Energy ETFInvescoReadDesk0.75%1.7%+1.5%−11.0%−16.5%−4.4%−6.6%+22.3%−43.1%$97M
7BATTAmplify Lithium & Battery Technology ETFAmplifyReadDesk0.59%2.0%+0.6%−12.7%−14.8%−7.8%−6.1%+38.4%−24.7%$92M
8FRNWFidelity Clean Energy ETFFidelityReadDesk0.39%1.2%+1.7%−5.1%−12.5%+0.5%−3.5%+47.2%−23.4%$91M
9ACESALPS Clean Energy ETFALPSReadDesk0.55%0.7%+3.0%−4.7%−17.1%−17.3%−21.4%−9.9%−62.3%$87M
10KARSKraneShares Electric Vehicles & Future Mobility Index ETFKraneSharesReadDesk0.69%0.2%+1.3%−8.3%−16.0%−16.6%−19.1%+7.7%−46.3%$64M
1–10 of 15 · 15 Clean energy & EV fundsPage 1 of 2
VOOS&P 500, for referenceFee 0.03%YTD +11.2%1Y +11.8%3Y +89.5%Assets $1.70TOpen all 15 in desk
End-of-day Nov 3, 2026 · total returns · fee and yield per year
@TheETFTracker·etftracker.io

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 3, 2026 · top 10 holdings: 52% of the fund
@TheETFTracker·etftracker.io

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
PBW$19
1.9% of the fund is FSLR
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

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 3, 2026
@TheETFTracker·etftracker.io

ICLN Among Thematic ETFs

YTD
YTD return −4.0%beats31%
Fee 0.38%cheaper than86%
Income 1.2%beats68%
AUM $2.0Bbeats86%
Share of thematic ETFs ICLN beats · Nov 3, 2026
@TheETFTracker·etftracker.io

ICLN’s 52-Week Range

1Y
$15.73+2.7% today
Low $15.18High $23.78
33.9% below its 52-week high
Past year−6.6%
Volatility, 1Y30.95%
Worst drop, 1Y−35.4%
Risk indicator4 of 5
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

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: $338M against $1.5B.
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Clean Energy vs Market

YTD
ICLNVOO
Jan 1Nov 3−4.0%+11.2%
Past year−6.6%+11.8%
Fee0.38%0.03%
Assets$2.0B$1.70T
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Clean Energy & EV vs China

YTD
Clean energy & EV
15 ETFs
−7.6%
China
25 ETFs
−19.6%
$5.1BAssets$18.5B
ICLN −4.0%Biggest fundMCHI −16.9%
−6.6%Biggest, past year−21.5%
2–1measures won · Clean energy & EV
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

ICLN vs VOO

YTD
ICLN · iShares Global Clean Energy
−4.0%
VOO · S&P 500
+11.2%
Gap
15.2 pts
0%+20%+40%−4.0% ICLN+11.2% VOOJan 1Nov 30%+20%+40%−4.0% ICLN+11.2% VOOJan 1Nov 3
End-of-day Nov 3, 2026 · total return, dividends in
@TheETFTracker·etftracker.io

Clean Energy & EV vs Thematic

Average · YTD
ICLN
−4.0%
LIT
−7.0%
Thematic average
+6.5%
0%+20%+40%Thematic average +6.5%LITICLNJan 1Nov 3
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

ICLN vs LIT

YTD
ICLNiShares · Clean energy & EVLITGlobal X · Clean energy & EV
Year to date
ICLN wins+3.1 pts
Past year
LIT wins+2.4 pts
Fee
ICLN winslower fee
Yield
ICLN wins+0.3 pts
AUM
ICLN1.8× more
3–1ICLN wins
End-of-day Nov 3, 2026 · AUM not scored
@TheETFTracker·etftracker.io

The Other Eight Themes

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