Autonomous and electric vehicles ETFs in physical AI layer
Electric vehicle makers, driverless vehicle developers and their suppliers. Driven by vehicle sales, and approvals for driverless service.
6ETFs in this category
$536mmoney in them
4.0%of physical AI layer’s money
DRIVlargest unleveraged ETF, 58.0%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −8.6% | −8.0% | −13.8% |
| Its story | −10.0% | −3.5% | −7.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | DRIV | Global X Autonomous & Electric Vehicles ETF | $311m | 58.0% | −5.0% | 0.68% |
| 2 | IDRV | iShares Self-Driving EV & Tech ETF | $120m | 22.4% | −19.8% | 0.48% |
| 3 | KARS | KraneShares Electric Vehicles & Future Mobility ETF | $64m | 12.0% | −19.0% | 0.69% |
| 4 | FDRV | Fidelity Electric Vehicles and Future Transportation ETF | $22m | 4.1% | −13.8% | 0.39% |
| 5 | HAIL | SPDR S&P Kensho Smart Mobility ETF | $16m | 3.1% | −13.1% | 0.45% |
| 6 | CABZ | Roundhill Robotaxi, Autonomous Vehicles & Technology ETF | $3m | 0.5% | – | 0.59% |
Other categories in physical AI layer
Common questions
Which ETFs are autonomous and electric vehicles ETFs?6 US ETFs sit in this category of physical AI layer. Electric vehicle makers, driverless vehicle developers and their suppliers. Driven by vehicle sales, and approvals for driverless service.
What is the largest autonomous and electric vehicles ETF?DRIV, Global X Autonomous & Electric Vehicles ETF, with $311m, 58.0% of the category's money.
How have autonomous and electric vehicles ETFs performed?The median unleveraged ETF here returned -13.8% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.