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IONProshares S&P Global Core Battery Metals ETF

Grow my money3y track recordRanked #2,162 of 2,992 in this goal

Tracks the performance of the S&P Global Core Battery Metals Index.

By ProShares · Launched 2022

Annual Cost

0.58%

#3,041 of 5,854 · average

Fund Size

$14M

#4,693 of 5,854 · small

Return (1Y)Goal

+52.1%

Track Record

3 years

#2,799 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$15,710+57.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Materials

Focus

EV & Battery

Index tracked

S&P Global Core Battery Metals Index

What it actually holds

By weight

Concentration

Top 10 holdings = 35.6% of fundwell diversified

INVESCO GOVT AND AGCY LEX
4.8%
Pacific Metals Co. Ltd.
4.7%
Vale Indonesia Tbk. PT
3.7%
PLS Group Ltd.
3.5%
Ganfeng Lithium Group Co. Ltd.
3.3%
IGO Ltd.
3.2%
Tibet Mineral Development Co. Ltd.
3.2%
Albemarle Corp.
3.2%
African Rainbow Minerals Ltd.
3.1%
Xizang Zhufeng Resources Co. Ltd.
3.0%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Basic Materials
95.8%
Industrials
3.1%
Consumer Cyclical
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
39.6%High

Year-on-year price swings

Max drawdown
-52.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.31Below average
Sortino (3Y)
0.45Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the S&P Global Core Battery Metals Index.
Strategy
Invests in large-, mid-, and small-cap companies engaged in mining cobalt, lithium, and nickel, using a replication strategy to track the S&P Global Core Battery Metals Index. The Fund may also employ representative sampling when necessary to maintain exposure to the Index's characteristics.
Inception date
November 29, 2022
Fund family
ProShares

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Data updated on 2026-08-03