Grid and power equipment ETFs in the power constraint
Makers of transformers, turbines and transmission equipment. Driven by what utilities and data center builders spend on the grid.
10ETFs in this category
$14.2bnmoney in them
21.1%of the power constraint’s money
GRIDlargest unleveraged ETF, 81.4%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −9.0% | +9.9% | +5.3% |
| Its story | −0.8% | −0.3% | −6.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | GRID | First Trust Nasdaq Clean Edge Smart Grid Infrastructure ETF | $11.5bn | 81.4% | +5.5% | 0.56% |
| 2 | VOLT | Tema Electrification ETF | $1.0bn | 7.2% | +11.6% | 0.75% |
| 3 | AIPO | Defiance AI Power Infrastructure ETF | $863m | 6.1% | −4.0% | 0.69% |
| 4 | ZAP | Global X US Electrification ETF | $453m | 3.2% | +5.2% | 0.50% |
| 5 | ELFY | ALPS Electrification Infrastructure ETF | $170m | 1.2% | +3.9% | 0.50% |
| 6 | POW | VistaShares Electrification Supercycle ETF | $63m | 0.4% | +12.0% | 0.75% |
| 7 | KWH | GMO Power Infrastructure ETF | $54m | 0.4% | – | 0.60% |
| 8 | JOUL | Corgi High Voltage Grid Equipment ETF | $9m | 0.1% | – | 0.35% |
| 9 | GASZ | Corgi Natural Gas Power & Turbines ETF | $9m | 0.1% | – | 0.35% |
| 10 | WATS | Corgi Battery Energy Storage Systems ETF | under $1m | 0.0% | – | 0.35% |
Other categories in the power constraint
Common questions
Which ETFs are grid and power equipment ETFs?10 US ETFs sit in this category of the power constraint. Makers of transformers, turbines and transmission equipment. Driven by what utilities and data center builders spend on the grid.
What is the largest grid and power equipment ETF?GRID, First Trust Nasdaq Clean Edge Smart Grid Infrastructure ETF, with $11.5bn, 81.4% of the category's money.
How have grid and power equipment ETFs performed?The median unleveraged ETF here returned +5.3% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.