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Data as of Nov 4, 2026.

Theme · 12 funds

Natural resources ETFs: what each one holds

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See every natural resources ETF by what it holds, not by its name. Funds that hold the producers of energy, metals and farm inputs together: oil and gas, miners, forestry and agriculture, in one basket. 12 funds, largest first. Updated Nov 4, 2026. The typical fund carries 32% of its weight in S&P 500 stocks, the 26th most of the 54 themes with holdings on file.

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The short answers
How many there are
12
US listed natural resources ETFs, as of Nov 4, 2026.
The largest
GUNR
Northern Trust Morningstar Global Upstream Natural Resources ETF, $7.2bn.
The cheapest
NANR
State Street SPDR S&P North American Natural Resources ETF, 0.35% a year.
Best one year total return
NANR
State Street SPDR S&P North American Natural Resources ETF, +39.4%.
Least like the S&P 500
CCNR
ALPS | CoreCommodity Natural Resources ETF, 8.9% of its weight in S&P 500 companies.
Closest pair
IGE and NANR
66% of their weight in the same companies.

What these funds actually own

Between them the 12 funds' ten largest holdings name 87 companies, of which 16 appear in more than one.
More

EXXONMOBIL HOLDINGS CORP is among the ten largest of 6 of them, at an average of 7.3% of the fund.

CompanyIn the top ten ofAvg weightLargest, and where
EXXONMOBIL HOLDINGS CORP XOM6 of 127.3%11.5% in NANR
CHEVRON CORP CVX6 of 125.7%10.9% in IGE
NUTRIEN LTD NTR5 of 123.7%5.6% in NRES
NEWMONT CORP NEM5 of 123.4%4.3% in NRES
SHELL PLC SHEL3 of 124.5%5.6% in NRES
FREEPORT MCMORAN INC FCX3 of 122.8%3.3% in FTWO
VYLOR INC VYLR3 of 122.6%3.0% in NANR
Deere & Co DE2 of 128.2%11.2% in FTWO
AngloGold Ashanti plc AU2 of 124.8%6.5% in FTRI
CONOCOPHILLIPS COP2 of 123.7%4.3% in IGE
BHP GROUP LTD BHP2 of 123.6%4.4% in GNR
Corteva Inc CTVA2 of 123.4%4.0% in FTWO
TotalEnergies SE 2 of 123.3%3.8% in CSNR
MARATHON PETROLEUM CORP MPC2 of 122.5%3.0% in IGE
Nutrien Ltd 2 of 122.3%3.6% in CSNR

Natural resources ETFs, the companies their ten largest holdings name. The 15 most widely held of 87. 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 already in the S&P 500
GUNR
27.1%
GNR
25.9%
MGNR
21.3%
NANR
47.3%
IGE
49.1%
CCNR
8.9%
TURF
30.2%
HAP
39.0%
FTRI
14.9%
CSNR
33.1%
FTWO
67.8%
NRES
33.4%

Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.

One year total return, the 12 with a full year
GUNR
+26.8%not measured
GNR
+32.9%not measured
MGNR
+21.7%−11.2 pts vs GNR
NANR
+39.4%not measured
IGE
+37.1%not measured
CCNR
+25.6%not measured
TURF
+25.6%−1.2 pts vs GUNR
HAP
+34.3%+19.3 pts vs ACWI
FTRI
+21.2%+6.2 pts vs ACWI
CSNR
+29.7%−3.2 pts vs GNR
FTWO
+14.6%not measured
NRES
+27.4%−5.5 pts vs GNR

Dark line: the S&P 500 over the same days, +14.8%. Last column: the gap to each fund's own benchmark, in points.

The 10 largest natural resources ETFs

ETFIQ covers 12 natural resources ETFs. The largest are GUNR ($7.2bn), GNR ($5.3bn) and MGNR ($842m); fees run 0.35% to 0.75%, as of .

  1. 1GUNR$7.2bn0.46%Northern Trust Morningstar Global Upstream Natural Resources ETF
  2. 2GNR$5.3bn0.40%State Street SPDR S&P Global Natural Resources ETF
  3. 3MGNR$842m0.75%American Beacon GLG Natural Resources ETF
  4. 4NANR$814m0.35%State Street SPDR S&P North American Natural Resources ETF
  5. 5IGE$797m0.37%iShares North American Natural Resources ETF
  6. 6CCNR$427m0.39%ALPS | CoreCommodity Natural Resources ETF
  7. 7TURF$335m0.44%T. Rowe Price Natural Resources ETF
  8. 8HAP$321m0.41%VanEck Natural Resources ETF
  9. 9FTRI$113m0.70%First Trust Indxx Global Natural Resources Income ETF
  10. 10CSNR$91m0.50%Cohen & Steers Natural Resources Active ETF

Every natural resources ETF, largest first

Click a column to sort
Net assets

Points (pts) are percentage points.

Natural resources ETFs: what each one holds
TickerFundIssuerNet assets ↓In the S&P 500Active shareTotal return 1Yvs its benchmark 1YFee
GUNRNorthern Trust Morningstar Global Upstream Natural Resources ETFNorthern Trust$7.2bn27.1%98.3%+26.8%not measured0.46%
GNRState Street SPDR S&P Global Natural Resources ETFState Street$5.3bn25.9%97.6%+32.9%not measured0.40%
MGNRAmerican Beacon GLG Natural Resources ETFAmerican Beacon$842m21.3%99.6%+21.7%−11.2 pts vs GNR0.75%
NANRState Street SPDR S&P North American Natural Resources ETFState Street$814m47.3%97.5%+39.4%not measured0.35%
IGEiShares North American Natural Resources ETFiShares$797m49.1%97.5%+37.1%not measured0.37%
CCNRALPS | CoreCommodity Natural Resources ETFALPS$427m8.9%98.6%+25.6%not measured0.39%
TURFT. Rowe Price Natural Resources ETFT. Rowe Price$335m30.2%97.9%+25.6%−1.2 pts vs GUNR0.44%
HAPVanEck Natural Resources ETFVanEck$321m39.0%96.0%+34.3%+19.3 pts vs ACWI0.41%
FTRIFirst Trust Indxx Global Natural Resources Income ETFFirst Trust$113m14.9%99.9%+21.2%+6.2 pts vs ACWI0.70%
CSNRCohen & Steers Natural Resources Active ETFCohen & Steers$91m33.1%97.7%+29.7%−3.2 pts vs GNR0.50%
FTWOStrive Natural Resources and Security ETFStrive$73m67.8%95.1%+14.6%not measured0.49%
NRESXtrackers RREEF Global Natural Resources ETFXtrackers$35m33.4%98.2%+27.4%−5.5 pts vs GNR0.45%
Natural resources ETFs: what each one holds, as of Nov 4, 2026. Source: ETFIQ.GUNRGNRMGNRNANRIGECCNRTURFHAPFTRICSNRFTWONRES

How much of each pair is the same fund

The closest pair is IGE and NANR, which hold 66% of their weight in the same companies. The furthest apart is FTRI and IGE at 2%. The middle pair of the 21 is 21%. The grid is the 7 largest of 12 funds.

GNRNANRIGECCNRHAPFTRIFTWOGNR
51%
34%
17%
55%
15%
28%
NANR
51%
66%
17%
43%
9%
37%
IGE
34%
66%
11%
35%
2%
31%
CCNR
17%
17%
11%
21%
9%
9%
HAP
55%
43%
35%
21%
10%
36%
FTRI
15%
9%
2%
9%
10%
6%
FTWO
28%
37%
31%
9%
36%
6%

Natural resources 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, 66%. 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

FundLargest holding only it hasWeightAll its own names
GNRGLENCORE PLC GLEN1.5%
6.8%
NANRDPM METALS INC DPM0.2%
2.3%
IGECRH PUBLIC LIMITED PLC CRH1.5%
6.1%
CCNRNorthland Power Inc0.9%
40.1%
HAPBayer Ag3.9%
12.1%
FTRIE.ON SE EOAN.GY7.2%
22.8%
FTWOConstellation Energy Corp CEG8.0%
35.3%

Natural resources ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.

Questions people ask

How many natural resources ETFs are there?
ETFIQ covers 12 US listed natural resources ETFs as of Nov 4, 2026. That is every one it can measure from the fund’s own published holdings.
What is the largest natural resources ETF?
GUNR, Northern Trust Morningstar Global Upstream Natural Resources ETF, at $7.2bn in net assets as of Jul 31, 2026, the largest of the 12 natural resources ETFs with a published size.
What is the cheapest natural resources ETF?
NANR, State Street SPDR S&P North American Natural Resources ETF, at 0.35% a year by its prospectus filed Jan 23, 2026, the lowest fee of the 12 natural resources ETFs that publish one.
Which natural resources ETF has performed best over the past year?
NANR, State Street SPDR S&P North American Natural Resources ETF, at +39.4% total return over the year to Nov 4, 2026, the highest of the 12 natural resources ETFs with a full year of trading behind them. Past returns do not predict future ones.
What do natural resources ETFs hold?
Funds that hold the producers of energy, metals and farm inputs together: oil and gas, miners, forestry and agriculture, in one basket. Between them the 12 natural resources ETFs ETFIQ can read name 87 companies in their ten largest holdings, by holdings dated Jun 30, 2026 to Nov 3, 2026, most widely EXXONMOBIL HOLDINGS CORP, which is among the ten largest of 6 of them.
Do natural resources ETFs hold the same companies?
It depends which two. Across the 21 pairs of the 7 natural resources ETFs with a full published book, by holdings dated Jun 30, 2026 to Nov 3, 2026, IGE and NANR hold 66% of their weight in the same companies, FTRI and IGE hold 2%, and the middle pair holds 21%. 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 natural resources 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.

iSharesiShares Portfolio Insights ↗
VanEckVanEck Insights ↗
First TrustFirst Trust Investment Insights ↗

Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.

Where to next
The largest natural resources ETFs→The cheapest natural resources ETFs→The natural resources ETFs least like the S&P 500→The natural resources ETFs that returned most→The most concentrated natural resources ETFs→Every thematic ETF427 →Compare two funds→The vocabulary→
Sources and dates
Fund holdings from SEC Form N-PORT and from the issuers’ own daily filessec.gov ↗
SEC EDGAR, full-text search of fund filingsefts.sec.gov ↗
SEC Form N-PORT, what a fund filed it holdssec.gov ↗
Rule 19a-1, what a distribution notice must sayecfr.gov ↗

Links are sources, not endorsements. Standards and sources →

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Natural resources ETFs, one-year total return to Nov 4, 2026: IGE +37.1%, HAP +34.3%, GNR +32.9%, CSNR +29.7%, GUNR +26.8%, CCNR +25.6%, FTRI +21.2%, FTWO +14.6%.
<figure style="margin:0;max-width:640px">
<iframe src="https://etfiq.com/embed/theme/natural-resources/" title="Natural resources ETFs, one-year total return to Nov 4, 2026: IGE +37.1%, HAP +34.3%, GNR +32.9%, CSNR +29.7%, GUNR +26.8%, CCNR +25.6%, FTRI +21.2%, FTWO +14.6%." width="640" height="700" loading="lazy" style="border:0;max-width:100%;width:100%"></iframe>
<figcaption style="font:13px/1.5 sans-serif">Natural resources ETFs, one-year total return to Nov 4, 2026: IGE +37.1%, HAP +34.3%, GNR +32.9%, CSNR +29.7%, GUNR +26.8%, CCNR +25.6%, FTRI +21.2%, FTWO +14.6%. Data: <a href="https://etfiq.com/themes/natural-resources">ETFIQ</a></figcaption>
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ETFIQ, Natural resources ETFs: what each one holds, data as of Nov 4, 2026. https://etfiq.com/themes/natural-resources

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