eResearch is pleased to publish a special mining industry report on Investing in Critical Minerals and Battery Metals, Comparing ETFs, Mutual Funds, and Royalty and Streaming Companies.
You can download our 9-page special report by clicking on the following link: eR – Special Report – Mining – Critical Minerals – Battery Metals – MFs – ETFs – Royalty & Streaming_2026-08-05-FINAL
Investing in Critical Minerals and Battery Metals:
This report examines Exchange-Traded Funds (ETFs), Mutual Funds (MFs), and royalty and streaming companies that provide investors with exposure to critical minerals and battery metals. The investment options include exposure to key energy transition materials like lithium, cobalt, and nickel, as well as rare earths like neodymium and dysprosium.
Since it is rare to find a fund focused on just a single metal, most options hold a mix of miners, processors, and royalty deals. That means no two funds give you the exact same exposure. Understanding these differences is important when selecting an investment vehicle that aligns with an investor’s intended exposure and risk tolerance.
The report has five sections:
- Passive, index-tracking ETFs
- Actively managed MFs and ETFs
- Mining royalty and streaming companies
- Rare Earths Fund Comparison (rare-earth branding can mask significant exposure to other metals)
- A summary comparison table
How the Investment Options Compare:
No single investment covers the entire critical-minerals supply chain, and each option comes with distinct trade-offs:
- Focused Funds: Provide more concentrated exposure to companies associated with specific metals but carry greater company, sector, and liquidity risk.
- Broad Funds: Spread your risk across more companies, but their performance can be diluted by businesses and metals outside your target theme.
- Royalty & Streaming Companies: Generally, limit investors from mine-level operating and construction cost overruns, though returns remain tied to commodity prices and operator execution.
Bottom line: Investors should not rely on a fund’s name alone. Portfolio holdings, fees, liquidity and geographic exposure should also be considered.
Companies in this report include:
- Altius Minerals Corporation (TSX:ALS)
- Amplify Lithium & Battery Technology ETF (ARCA:BATT)
- Ecora Royalties PLC (TSX:ECOR | LSE:ECOR)
- Electric Royalties Ltd. (TSXV:ELEC)
- Fidelity Global Natural Resources Fund (FID677.CF)
- Global X Copper Miners ETF (ARCA:COPX)
- Global X Lithium & Battery Tech ETF (ARCA:LIT)
- Global X Rare Earth & Critical Materials ETF (NASDAQGM:EART)
- Globex Mining (TSX:GMX)
- Invesco Electric Vehicle Metals Commodity Strategy ETF (NASDAQGM:EVMT)
- iShares MSCI Global Metals & Mining Producers ETF (BATS:PICK)
- iShares S&P/TSX Energy Transition Materials Index ETF (TSX:XETM)
- Ninepoint Mining Evolution Fund (NPP864 (Series F) | TSX:NMNG (ETF series))
- ProShares S&P Global Core Battery Metals ETF (ARCA:ION)
- Sprott Active Metals & Miners ETF (NASDAQGM:METL)
- Sprott Critical Materials ETF (NASDAQGM:SETM)
- Sprott Lithium Miners ETF (NASDAQGM:LITP)
- Sprott Rare Earths Ex-China ETF (NASDAQGM:REXC)
- T. Rowe Price Natural Resources ETF (NASDAQGM:TURF)
- VanEck Rare Earth and Strategic Metals ETF (ARCA:REMX)
- Wheaton Precious Metals Corp. (TSX:WPM | NYSE:WPM)
You can download our 9-page special report by clicking on the following link: eR – Special Report – Mining – Critical Minerals – Battery Metals – MFs – ETFs – Royalty & Streaming_2026-08-05-FINAL
FIGURE 1: Summary Comparison Table
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