Data as of Oct 27, 2026.
Electrification ETFs: what each one holds
See every electrification ETF by what it holds, not by its name. Funds that hold the companies that build and supply the electricity grid: transformers, cables, switchgear and the copper it all needs. 12 funds, largest first. Updated Oct 27, 2026. The typical fund carries 51% of its weight in S&P 500 stocks, the 9th most of the 53 themes with holdings on file.
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What these funds actually own
Between them the 10 funds' ten largest holdings name 77 companies, of which 12 appear in more than one.More
Eaton Corporation Plc is among the ten largest of 5 of them, at an average of 7.7% of the fund.
Electrification and the grid ETFs, the companies their ten largest holdings name. The 15 most widely held of 77. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.
How this is counted
Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.
Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.
Dark line: the S&P 500 over the same days, +13.5%. Last column: the gap to each fund's own benchmark, in points.
The 10 largest electrification ETFs
ETFIQ covers 12 electrification ETFs. The largest are GRID ($11.1bn), VOLT ($965m) and ZAP ($451m); fees run 0.35% to 0.96%, as of .
- 1GRID$11.1bn0.56%First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
- 2VOLT$965m0.75%Tema Electrification ETF
- 3ZAP$451m0.50%Global X U.S. Electrification ETF
- 4POWR$445m0.39%iShares U.S. Power Infrastructure ETF
- 5TRFM$248m0.49%AAM Transformers ETF
- 6ELFY$203m0.50%ALPS Electrification Infrastructure ETF
- 7TPZ$129m0.85%Tortoise Electrification Infrastructure ETF
- 8POW$56m0.75%VistaShares Electrification Supercycle ETF
- 9FPWR$33m0.96%First Trust EIP Power Solutions ETF
- 10JOUL$8.6m0.35%Corgi High Voltage Grid Equipment ETF
Every electrification ETF, largest first
Click a column to sortPoints (pts) are percentage points.
| Ticker | Fund | Issuer | Net assets ↓ | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
|---|---|---|---|---|---|---|---|---|
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | First Trust | $11.1bn | 40.9% | 92.3% | +6.7% | −6.4 pts vs IWV | 0.56% |
| VOLT | Tema Electrification ETF | Tema | $965m | 55.0% | 96.9% | +11.0% | −2.6 pts vs VOO | 0.75% |
| ZAP | Global X U.S. Electrification ETF | Global X | $451m | 80.7% | 97.8% | +3.6% | not measured | 0.50% |
| POWR | iShares U.S. Power Infrastructure ETF | iShares | $445m | 80.9% | 96.9% | +4.6% | −8.5 pts vs ACWI | 0.39% |
| TRFM | AAM Transformers ETF | AAM | $248m | 46.7% | 79.2% | +10.4% | not measured | 0.49% |
| ELFY | ALPS Electrification Infrastructure ETF | ALPS | $203m | 47.9% | 94.6% | +3.5% | not measured | 0.50% |
| TPZ | Tortoise Electrification Infrastructure ETF | Tortoise | $129m | 54.6% | 98.3% | +3.1% | not measured | 0.85% |
| POW | VistaShares Electrification Supercycle ETF | VistaShares | $56m | 34.9% | 97.8% | first traded 364 days ago | · | 0.75% |
| FPWR | First Trust EIP Power Solutions ETF | First Trust | $33m | 56.5% | 97.2% | +11.9% | not measured | 0.96% |
| JOUL | Corgi High Voltage Grid Equipment ETF | Corgi | $8.6m | 38.0% | 99.0% | first traded 174 days ago | · | 0.35% |
| PWRZ | TrueShares Eagle Global Next Gen Power Infrastructure ETF | TrueShares | $6.0m | not published | not published | not published | · | 0.75% |
| KWH | GMO Power Infrastructure ETF | GMO | not read by ETFIQ | not yet filed | not yet filed | first traded 104 days ago | · | 0.60% |
How much of each pair is the same fund
The closest pair is POWR and ZAP, which hold 48% of their weight in the same companies. The furthest apart is JOUL and TRFM at 1%. The middle pair of the 45 is 19%. The grid is the 10 largest of 12 funds.
Electrification ETFs, the share of each pair’s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 48%. Source: each fund’s own filed or daily holdings, read by ETFIQ.
How to read the grid
Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.
What each fund holds alone
Electrification ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.
Questions people ask
- How many electrification ETFs are there?
- ETFIQ covers 12 US listed electrification ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings.
- What is the largest electrification ETF?
- GRID, First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund, at $11.1bn in net assets as of Oct 26, 2026, the largest of the 11 electrification ETFs with a published size.
- What is the cheapest electrification ETF?
- JOUL, Corgi High Voltage Grid Equipment ETF, at 0.35% a year by its prospectus filed May 14, 2026, the lowest fee of the 12 electrification ETFs that publish one.
- Which electrification ETF has performed best over the past year?
- FPWR, First Trust EIP Power Solutions ETF, at +11.9% total return over the year to Oct 27, 2026, the highest of the 8 electrification ETFs with a full year of trading behind them. Past returns do not predict future ones.
- What do electrification ETFs hold?
- Funds that hold the companies that build and supply the electricity grid: transformers, cables, switchgear and the copper it all needs. Between them the 10 electrification ETFs ETFIQ can read name 77 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 27, 2026, most widely Eaton Corporation Plc, which is among the ten largest of 5 of them.
- Do electrification ETFs hold the same companies?
- It depends which two. Across the 45 pairs of the 10 electrification ETFs with a full published book, by holdings dated May 31, 2026 to Oct 27, 2026, POWR and ZAP hold 48% of their weight in the same companies, JOUL and TRFM hold 1%, and the middle pair holds 19%. Two funds sold on one theme are not the same fund.
What the issuers say about this theme
About these links
The issuers behind these electrification funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.
Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.
Links are sources, not endorsements. Standards and sources →
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<figure style="margin:0;max-width:640px">
<a href="https://etfiq.com/themes/electrification"><img src="https://etfiq.com/assistant/api/embed/theme/electrification.svg" alt="Electrification and the grid ETFs, one-year total return to Oct 27, 2026: FPWR +11.9%, VOLT +11.0%, TRFM +10.4%, GRID +6.7%, POWR +4.6%, ZAP +3.6%, ELFY +3.5%, TPZ +3.1%." width="640" style="max-width:100%;height:auto"></a>
<figcaption style="font:13px/1.5 sans-serif">Electrification and the grid ETFs, one-year total return to Oct 27, 2026: FPWR +11.9%, VOLT +11.0%, TRFM +10.4%, GRID +6.7%, POWR +4.6%, ZAP +3.6%, ELFY +3.5%, TPZ +3.1%. Data: <a href="https://etfiq.com/themes/electrification">ETFIQ</a></figcaption>
</figure>Cite this pageCitation, APA and Markdown
ETFIQ, Electrification ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/electrification
ETFIQ. (Oct 27, 2026). Electrification ETFs: what each one holds. Retrieved from https://etfiq.com/themes/electrification
[Electrification ETFs: what each one holds (ETFIQ, Oct 27, 2026)](https://etfiq.com/themes/electrification)
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