Sprott Energy Transition Materials ETF

SETM

Market cap $524M

Sprott Critical Materials ETF has diversified, market-adapted exposure to global critical materials, with a current focus on copper, uranium, silver, and lithium. I see strong momentum in copper and silver, attractive valuation in lithium, but an overvaluation in uranium, leading to a strategic HOLD rating. SETM's annualized volatility is high (46%), as sector correlations amplify risk despite diversification;

It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:

NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc., a wholly-owned subsidiary of Sprott Inc., today announced that the Nasdaq indexes tracked by several of its ETFs will add rebalances in September and March beginning September 21, 2026. The indexes will be rebalanced on a quarterly basis in March, June, September and December, with the semi-annual index reconstitution coinciding with the June and December rebalances.

Is now the time to consider hopping back into silver investing? Sure, the precious metal may tend to be a bit more volatile than gold, but it is certainly offering a compelling value proposition for the months to come.

China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.

A friend forwards you a screenshot of an ETF chart with a number on it, and the number is 103%.

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

Given how geopolitical risks and energy prices have rattled markets over the past few months, broad commodity allocations have offered an increasingly attractive value proposition as of late.

Registered investment advisors did not pull back on exchange-traded funds in the first quarter of 2026. They kept adding them, according to AdvizorPro's Q1 2026 Quarterly RIA ETF Trends Report.

The pace of innovation in the ETF industry is hitting breakneck speeds. We have already seen more than 450 new launches in 2026, part of a massive wave of fresh products testing the waters.