Critical materials ETFs in the reshoring trade
Miners of copper, lithium, rare earths and nickel. Driven by the prices of those metals, and trade rules on where they may come from.
14ETFs in this category
$10.4bnmoney in them
14.7%of the reshoring trade’s money
COPXlargest unleveraged ETF, 63.4%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −15.7% | −7.8% | −3.0% |
| Its story | −0.4% | +8.4% | +13.6% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | COPX | Global X Copper Miners ETF | $6.6bn | 63.4% | +21.1% | 0.65% |
| 2 | REMX | VanEck Rare Earth/Strategic Metals ETF | $1.5bn | 14.5% | −27.5% | 0.53% |
| 3 | LIT | Global X Lithium and Battery Tech ETF | $1.1bn | 10.9% | −3.0% | 0.75% |
| 4 | SETM | Sprott Critical Materials ETF | $442m | 4.2% | −8.4% | 0.65% |
| 5 | COPP | Sprott Copper Miners ETF | $256m | 2.5% | +29.4% | 0.66% |
| 6 | COPJ | Sprott Junior Copper Miners ETF | $135m | 1.3% | +15.4% | 0.75% |
| 7 | BATT | Amplify Lithium and Battery Technology ETF | $96m | 0.9% | −5.6% | 0.59% |
| 8 | REXC | Sprott Rare Earths Ex-China ETF | $79m | 0.8% | – | 0.65% |
| 9 | EART | Global X Rare Earth & Critical Materials ETF | $43m | 0.4% | −0.3% | 0.59% |
| 10 | NIKL | Sprott Nickel Miners ETF | $40m | 0.4% | −24.2% | 0.75% |
| 11 | EMET | VanEck Copper and Green Metals ETF | $32m | 0.3% | +13.3% | 0.62% |
| 12 | LITP | Sprott Lithium Miners ETF | $26m | 0.3% | −27.0% | 0.65% |
| 13 | COPA | Themes Copper Miners ETF | $11m | 0.1% | +23.7% | 0.35% |
| 14 | ILIT | Ishares Lithium Miners And Producers ETF | $10m | 0.1% | −26.3% | 0.47% |
Other categories in the reshoring trade
Common questions
Which ETFs are critical materials ETFs?14 US ETFs sit in this category of the reshoring trade. Miners of copper, lithium, rare earths and nickel. Driven by the prices of those metals, and trade rules on where they may come from.
What is the largest critical materials ETF?COPX, Global X Copper Miners ETF, with $6.6bn, 63.4% of the category's money.
How have critical materials ETFs performed?The median unleveraged ETF here returned -3.0% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.