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IBAT
+4.23 · +15.59%
$31.37 · NASDAQ

iShares Energy Storage & Materials ETF (IBAT) ETF Analysis | Miscellaneous Sector

iShares · USA
AUM:$41.1M
#– of – in Miscellaneous Sector ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 66.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.47% — moderate cost. Consider how fees compound over long holding periods.

What is IBAT?

The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IBAT delivered 66.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.47%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 47.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$41.1M
Expense Ratio0.47%
Dividend Yield1.02%
Holdings45
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryMiscellaneous Sector
CurrencyUSD
Portfolio Impact

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.0%
1Y
+59.4%
3Y
+62.8%
5Y
+62.8%
OpenBook InsightIf you had invested £10,000 in IBAT 5 years ago, it would have grown to £16,276 — a gain of £6,276.

Annual Returns

Calendar year performance

IBAT delivered positive returns in 2 of the last 3 calendar years.
YearIBAT
2026 YTD+38.8%
2025+32.3%
2024-13.2%
CAGR 2yr+7.2%
2/3 positive yearsAvg return: +19.3%Worst year: -13.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
36.2%
High
Momentum
+5.9%
30-day change
Support Level
38.39
Key floor
Key Insights
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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