A massive shift to electric vehicles (EVs) is underway. This transition will benefit electric vehicle makers and other suppliers, including software providers, semiconductor suppliers, component and part manufacturers, battery producers, and lithium miners.
Investors interested in this megatrend have lots of options. For example, they could invest directly in electric car stocks or in companies that manufacture EV batteries.
However, it can be hard to choose which company or technology might win in this emerging industry. That's why investors might want to consider taking a broader approach by purchasing an exchange-traded fund (ETF) that invests in a variety of companies with exposure to the EV market. Here's a closer look at some of the top electric vehicle ETFs to consider in 2025.
Best electric vehicle ETFs in 2025
Here's a snapshot of the top EV ETFs to consider:
Top Electric Vehicle (EV) ETF | Ticker Symbol | Description | Expense Ratio |
|---|---|---|---|
Global X Autonomous & Electric Vehicles ETF | Broadly focused with a portfolio that includes tech giants, automakers, semiconductor companies, and other EV suppliers. | 0.68% | |
KraneShares Electric Vehicles & Future Mobility ETF | Narrowly focused on companies directly involved in EV and EV component production. | 0.72% | |
SPDR S&P Kensho Smart Mobility ETF | Invests in EVs, autonomous vehicles, transport systems, and drone companies. | 0.45% | |
iShares Self-Driving EV and Tech ETF | Broadly focused ETF weighted toward big tech and semiconductor companies. | 0.47% | |
Global X Lithium & Battery Tech ETF | Invests in companies in the lithium industry, including miners and battery manufacturers. | 0.75% |
1. Global X Autonomous & Electric Vehicles ETF
NASDAQ: DRIV
Key Data Points
This ETF provides diversification across all aspects of the EV industry, skewing toward autonomous vehicles (AVs). The Global X Autonomous & Electric Vehicles ETF (DRIV +2.51%) had almost $340 million of net assets under management (AUM) in mid-2025 and 75 distinct holdings.
The ETF's top holdings include Alphabet (GOOGL +2.70%)(GOOG +2.70%), Nvidia (NVDA +2.26%), Microsoft (MSFT +0.59%), and Apple (AAPL +1.25%). Major automakers, including Tesla (TSLA -3.40%) and Toyota Motors (TM +0.64%), which plans to offer 30 battery electric models by 2030, are further down the list. The ETF also invests in a mix of companies that make semiconductors, components, batteries, and software for EVs and AVs.
The fund's expense ratio is 0.68%. It aims to mimic the performance (before fees and expenses) of the Solactive Autonomous & Electric Vehicles Index.
2. KraneShares Electric Vehicles & Future Mobility ETF
NYSEMKT: KARS
Key Data Points
The KraneShares Electric Vehicles & Future Mobility ETF (KARS +2.80%) tracks the Bloomberg Electric Vehicles Index. Its top holding is MP Materials (MP +3.27%), a leading U.S. producer of rare-earth materials and magnets crucial to EVs.
Other major holdings include Tesla and China's Geely Automobile.
This ETF had an expense ratio of 0.72%, total assets of more than $75 million in mid-2025, and more than 50 total holdings.
3. SPDR S&P Kensho Smart Mobility ETF
NYSEMKT: HAIL
Key Data Points
4. iShares Self-Driving EV and Tech ETF
NYSEMKT: IDRV
Key Data Points
NYSEMKT: LIT
Key Data Points
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Should you buy electric vehicle ETFs?
The age of the gasoline-powered automobile is coming to an end. That makes EV ETFs a potentially compelling long-term investment opportunity.
Here are some reasons to consider investing in EV ETFs:
- Legislative support: Some state and national governments are considering outright or effective bans on gas-powered cars. For example, California wants to require that all new passenger vehicles be zero-emission by 2035. Meanwhile, the European Union has mandated that all new cars sold must be zero-emission vehicles by 2035.
- Consumer intent: A growing percentage of consumers, especially in Europe and China, expect their next vehicle purchase to be an EV.
- A lower-risk investment: If you want to profit from this significant change in the transportation sector without having to choose among individual EV stocks, owning shares in an EV-focused ETF is a lower-risk option.
Alternatively, here are some reasons why you might not want to invest in an EV ETF:
- Potential underperformance: An EV ETF might underperform the returns of a high-powered EV stock such as Tesla.
- Politics: While California, for example, wants to require that all new cars be EVs in a decade, Congress and the White House have eliminated tax subsidies that benefited the EV industry.
Overall, EV ETFs provide broad exposure to the upside of EVs with less risk than an individual EV stock. Investors have several electric vehicle ETFs to choose from, all of which could gain immense value in the years and decades ahead as the transition to EVs accelerates.
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