

BE's S&P 500 inclusion spotlights ETFs with exposure to its AI-driven growth while offering investors a diversified approach to the fuel cell giant.

Global X - MLP & Energy Infrastructure ETF offers a significantly higher distribution yield of 4.1% compared to 1.1% for iShares Global Clean Energy ETF. While iShares Global Clean Energy ETF provides global exposure across multiple sectors, Global X - MLP & Energy Infrastructure ETF is concentrated entirely in North American energy.

EMLP delivered $2,139 on a $1,000 investment over five years with a max drawdown of just 14.6%, while ICLN's renewable focus saw a peak decline of 57.2%.

Six months into the U.S.-Israeli war with Iran, governments across Europe and Asia are scrambling to accelerate a renewables build-out in a bid to cut dependence on fossil fuel imports, providing a fresh impetus to the global energy transition.

State Street SPDR S&P Oil & Gas Exploration & Production ETF focuses on traditional energy extraction and refining while iShares Global Clean Energy ETF targets sustainable power. State Street SPDR S&P Oil & Gas Exploration & Production ETF has a lower expense ratio and higher trailing-12-month dividend yield than iShares Global Clean Energy ETF.

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

State Street's fossil fuel fund delivered 41% returns over one year with far lower volatility, while iShares' renewable basket posted 33% gains but carries five times higher fees.

The VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) sits at the center of one of the most crowded investment themes of the past two years, and it does so with a 0.61% expense ratio that is neither the cheapest nor the most expensive in its niche.