Natural resources and inflation ETFs in geopolitical supply
Baskets of energy, metals, farmland and timber companies. Driven by commodity prices across the board.
13ETFs in this category
$18.3bnmoney in them
13.8%of geopolitical supply’s money
GUNRlargest unleveraged ETF, 38.3%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | 0.0% | +16.0% | +25.1% |
| Its story | +4.3% | +39.9% | +44.1% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | GUNR | Northern Trust Morningstar Global Upstream Natural Resources ETF | $7.0bn | 38.3% | +25.2% | 0.46% |
| 2 | GNR | State Street SPDR S&P Global Natural Resources ETF | $5.4bn | 29.4% | +30.6% | 0.40% |
| 3 | INFL | Horizon Kinetics Inflation ETF | $1.6bn | 8.5% | +17.1% | 0.85% |
| 4 | MGNR | American Beacon GLG Natural Resources ETF | $1.2bn | 6.7% | +16.7% | 0.75% |
| 5 | NANR | SPDR S&P North American Natural Resources ETF | $840m | 4.6% | +38.6% | 0.35% |
| 6 | IGE | iShares North American Natural Resources ETF | $835m | 4.6% | +39.1% | 0.37% |
| 7 | CCNR | ALPS/CoreCommodity Natural Resources ETF | $441m | 2.4% | +22.6% | 0.39% |
| 8 | TURF | T. Rowe Price Natural Resources ETF | $342m | 1.9% | +23.5% | 0.44% |
| 9 | HAP | VanEck Natural Resources ETF | $327m | 1.8% | +31.6% | 0.41% |
| 10 | CSNR | Cohen & Steers Natural Resources Active ETF | $126m | 0.7% | +27.6% | 0.50% |
| 11 | FTRI | First Trust Indxx Global Natural Resources Income ETF | $115m | 0.6% | +15.8% | 0.70% |
| 12 | FTWO | Strive Natural Resources and Security ETF | $76m | 0.4% | +12.6% | 0.49% |
| 13 | NRES | Xtrackers RREEF Global Natural Resources ETF | $36m | 0.2% | +25.1% | 0.45% |
Other categories in geopolitical supply
Common questions
Which ETFs are natural resources and inflation ETFs?13 US ETFs sit in this category of geopolitical supply. Baskets of energy, metals, farmland and timber companies. Driven by commodity prices across the board.
What is the largest natural resources and inflation ETF?GUNR, Northern Trust Morningstar Global Upstream Natural Resources ETF, with $7.0bn, 38.3% of the category's money.
How have natural resources and inflation ETFs performed?The median unleveraged ETF here returned +25.1% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.