

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.

Electricity demand in the U.S. has been flat for a decade. Not any more.

Alerian MLP ETF offers a significantly higher dividend yield than iShares Global Clean Energy ETF but carries a much higher expense ratio iShares Global Clean Energy ETF provides exposure to 105 global renewable firms while Alerian MLP ETF focuses on a concentrated basket of 14 energy infrastructure MLPs Alerian MLP ETF has demonstrated lower volatility and a shallower maximum drawdown than iShares Global Clean Energy ETF over the last five years

State Street Energy Select Sector SPDR ETF offers a significantly lower expense ratio and higher dividend yield compared to iShares Global Clean Energy ETF While iShares Global Clean Energy ETF provides broader global exposure through 105 holdings, State Street Energy Select Sector SPDR ETF concentrates on 21 S&P 500 energy giants State Street Energy Select Sector SPDR ETF has historically experienced lower volatility and smaller drawdowns than the renewable-focused iShares fund

China has unveiled a new carbon-peaking action plan that targets new energy vehicles (NEVs) accounting for 30% of the country's total vehicle fleet by 2030, marking a significant step in the electrification of the world's largest automobile market. The State Council on Thursday released the "15th Five-Year Plan" Carbon Peaking Action Plan, outlining the country's roadmap to peak carbon emissions before 2030.

While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial international investment have propelled clean energy ETF gains in 2026.

Trump administration policies that have stalled permits for renewable energy projects are putting more than $121 billion of investment at risk and slowing development of wind, solar and storage capacity needed to meet rising power demand, according to a report published on Monday.

Solar bulls love to point at the 12-month chart for Invesco Solar ETF (NYSEARCA:TAN) and call it a comeback story.