iShares Energy Storage & Materials ETF

iShares Energy Storage & Materials ETF

About

iShares Energy Storage & Materials ETF (US46438G7372) is a US-listed equity ETF tracking the STOXX Global Energy Storage and Materials (Net). With a expense ratio of 0.47%, its costs are on the higher end for an ETF, paying distributions. The fund holds 109 positions across 13 regions with 84M in assets, with heavy concentration — 36% in Industrials.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.7 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 2.2
Liquidity (25%) 5.5 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IBAT
ISIN
Fund Size $83.9M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Mar 2024
Base Currency USD
Index STOXX Global Energy Storage and Materials (Net)
Asset Class Equities
Category Equity Sector

Costs

7.7
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.47%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +129.89%
3 Years
5 Years
10 Years
YTD +66.27%
Since Inception +35.38%

Holdings

This fund invests into 109 individual investments.
#1
Bloom Energy Corp
9.47%
#2
Murata Manufacturing Co Ltd
7.01%
#3
TDK Corp
5.88%
#4
Air Products and Chemicals Inc
5.41%
#5
BASF SE
5.37%
#6
Air Liquide SA
5.32%
#7
Samsung SDI Co Ltd
4.48%
#8
Furukawa Electric Co Ltd
4.21%
#9
Resonac Holdings Corp
3.79%
#10
Contemporary Amperex Technology Co Ltd
3.37%
View all holdings (50)
# Holding Ticker Weight
1 Bloom Energy Corp BE 947.02%
2 Murata Manufacturing Co Ltd 6981 701.14%
3 TDK Corp 6762 587.75%
4 Air Products and Chemicals Inc APD 541.30%
5 BASF SE BAS 536.54%
6 Air Liquide SA AI 532.03%
7 Samsung SDI Co Ltd 006400 448.21%
8 Furukawa Electric Co Ltd 5801 420.61%
9 Resonac Holdings Corp 4004 379.34%
10 Contemporary Amperex Technology Co Ltd 3750 337.07%
11 Schneider Electric SE SU 319.81%
12 Eaton Corp PLC ETN 314.49%
13 Linde PLC LIN 291.58%
14 Delta Electronics Inc 2308 291.30%
15 LG Energy Solution Ltd 373220 279.01%
16 CHF CASH CHF 278.45%
17 Contemporary Amperex Technology Co Ltd 300750 275.48%
18 Asahi Kasei Corp 3407 273.88%
19 LG Chem Ltd 051910 196.81%
20 Samsung Electro-Mechanics Co Ltd 009150 193.36%
21 Shin-Etsu Chemical Co Ltd 4063 186.33%
22 Mitsubishi Chemical Group Corp 4188 167.32%
23 JPY CASH JPY 153.56%
24 EnerSys ENS 151.62%
25 CNH CASH CNH 139.05%
26 Enphase Energy Inc ENPH 124.13%
27 KRW CASH KRW 117.46%
28 USD CASH USD 82.27%
29 GS Yuasa Corp 6674 79.08%
30 Kaori Heat Treatment Co Ltd 8996 77.79%
31 QuantumScape Corp QS 75.43%
32 Plug Power Inc PLUG 68.09%
33 Kyocera Corp 6971 67.23%
34 SolarEdge Technologies Inc SEDG 63.66%
35 Ganfeng Lithium Group Co Ltd 1772 62.28%
36 Entegris Inc ENTG 59.45%
37 TWD CASH TWD 51.57%
38 Dow Inc DOW 49.77%
39 Eos Energy Enterprises Inc EOSE 46.85%
40 Amprius Technologies Inc AMPX 41.28%
41 Fluence Energy Inc FLNC 38.40%
42 Seojin System Co Ltd 178320 38.09%
43 Doosan Fuel Cell Co Ltd 336260 35.22%
44 Nichicon Corp 6996 34.49%
45 Yadea Group Holdings Ltd 1585 30.49%
46 New Issuer: BB Company ID:70038993 3931 30.36%
47 Advanced Energy Solution Holding Co Ltd 6781 26.65%
48 Ceres Power Holdings PLC CWR 25.95%
49 Toray Industries Inc 3402 23.57%
50 FUELCELL ENERGY INC FCEL 22.95%

Sectors

Allocation by industry sector.
 
Sector Weight
Industrials 3550.00%
Materials 3376.00%
Technology 2619.00%
Unknown 249.00%
Consumer Discretionary 221.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
Japan 2965.00%
United States 2836.00%
South Korea 1221.00%
France 862.00%
Germany 555.00%
Hong Kong SAR China 460.00%
Taiwan 402.00%
China 380.00%
UNKNOWN 219.00%
United Kingdom 41.00%
Belgium 25.00%
Canada 20.00%
Norway 8.00%
Finland 6.00%
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