IBATiShares Energy Storage & Materials ETF
Tracks the investment results of the STOXX Global Energy Storage and Materials Index.
By iShares · Launched 2024
Annual Cost
0.47%
#2,373 of 5,861 · average
Fund Size
$81M
#3,194 of 5,861 · mid-size
Return (1Y)Goal
+60.2%
Track Record
2 years
#3,403 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$16,217+62.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 59.9% of fundmoderately concentrated
BLOOM ENERGY CORPORATION
11.4%
SAMSUNG SDI CO., LTD.
8.7%
Murata Manufacturing Co., Ltd.
6.7%
BASF SE
5.4%
Furukawa Electric Co., Ltd.
5.2%
L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGES CLAUDE SA
5.2%
AIR PRODUCTS AND CHEMICALS, INC.
4.9%
Contemporary Amperex Technology Co., Ltd.
4.5%
LG ENERGY SOLUTION, LTD.
4.3%
LG CHEM LTD
3.7%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Industrials
44.1%
Basic Materials
32.2%
Technology
21.1%
Consumer Cyclical
2.1%
Utilities
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
31.6%High
Year-on-year price swings
Max drawdown
-28.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the investment results of the STOXX Global Energy Storage and Materials Index.
- Strategy
- Invests primarily in equity securities of U.S. and non-U.S. companies involved in energy storage solutions, including hydrogen, fuel cells, and batteries. The Fund seeks to track the STOXX Global Energy Storage and Materials Index, which includes large-, mid-, and small-capitalization stocks from developed and emerging markets in the industrials and materials sectors.
- Inception date
- March 19, 2024
- Fund family
- iShares
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Data updated on 2026-08-04