IBAT
iShares Energy Storage & Materials ETF
IBAT tracks a price-weighted index of companies involved in energy storage solutions around the globe. The fund seeks to provide long-term growth opportunities from companies involved in the transition to a low-carbon economy.
Global
EQUITY
Passive
MANAGEMENT STYLE
$ 62.0 M
ASSETS UNDER MGMT
47 bp
EXPENSES
Fund Basics
| Inception date | Mar 19, 2024 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| BLOOM ENERGY CORPORATION CLASS A | 9.6 % |
| SAMSUNG SDI CO LTD | 7.8 % |
| MURATA MANUFACTURING CO LTD | 6.5 % |
| BASF SE | 5.6 % |
| AIR LIQUIDE SA | 5.5 % |
| FURUKAWA ELECTRIC CO LTD | 5.3 % |
| AIR PRODUCTS & CHEMICALS INC | 5.1 % |
| CONTEMPORARY AMPEREX TECHNOLOGY LT | 4.5 % |
| LG ENERGY SOLUTION LTD. | 4.4 % |
| LG CHEM LTD | 3.5 % |
Constituent Breakdown
| Number of holdings | 63 |
| Herfindahl-Hirschman Index | 429 |
| Wgt avg mkt cap (mns) | $45,749 |
| Large cap (>$10bn) | 69.9% |
| Mid cap ($2-10bn) | 18.6% |
| Small cap (<$2bn) | 4.4% |
| Developed mkts. | 70.2% |
| Emerging mkts. | 22.3% |
Sector Breakdown
Country Exposure
 |
JAPAN | 22.6 % |
 |
UNITED STATES | 22.3 % |
 |
SOUTH KOREA | 16.8 % |
 |
FRANCE | 8.4 % |
 |
GERMANY | 5.7 % |
 |
TAIWAN | 3.8 % |
 |
IRELAND | 3.1 % |
 |
SWITZERLAND | 2.9 % |
 |
BRITAIN | 2.6 % |
 |
CHINA | 1.9 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 18.9% | 61.0% | 15.4% | -- | -- | -- | -- | 15.0% |
| Dividend Yield | 0.0% | 2.2% | 1.5% | -- | -- | -- | -- | 1.5% |
| Total Returns | 18.9% | 63.2% | 16.9% | -- | -- | -- | -- | 16.5% | Ann. Volatility | 28.8% | 25.8% | 22.9% | -- | -- | -- | -- | 22.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.95 | 49% |
| MSCI EAFE | 1.06 | 53% |
| MSCI Emg Mkts | 1.02 | 63% |
Liquidity Measures
| Avg. volume (000) | 29 |
| ADV traded (mns) | $1 |
| Turnover | 2.0% |
| Avg. Bid/Ask (% of price) | 0.47% |
Technical Indicators
| 30d moving avg. (EMA) | $37.25 |
| Relative strength (RSI) | 69 |
| MACD/Signal | 1.89/1.52 |
| Bollinger Bands (Upper/Lower) | $43.21/$31.81 |
| Short interest (% of AUM) | 6.7% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IBAT |
Expenses vs. IBAT |
ALTAR Score™ vs. IBAT |
|---|---|---|---|---|
| IDRV | iShares Self-driving EV & Tech ETF | 22.0% | 0 bp | +0.3% |
| CTEC | Global X CleanTech ETF | 21.5% | +3 bp | -1.6% |
| QCLN | First Trust Nasdaq Clean Edge Green Energy Index Fund | 16.4% | +11 bp | -2.6% |
| SMOG | VanEck Low Carbon Energy ETF | 16.2% | +14 bp | +0.1% |
| WBAT | WisdomTree Battery Value Chain and Innovation Fund | 16.1% | -2 bp | -2.0% |
| MXI | iShares Global Materials ETF | 13.6% | -6 bp | +4.2% |
| BATT | Amplify Lithium & Battery Technology ETF | 13.5% | +12 bp | +0.3% |
| HYDR | Global X Hydrogen ETF | 13.4% | +3 bp | -6.3% |
| ICLN | iShares Global Clean Energy ETF | 13.3% | -6 bp | +0.8% |
| LIT | Global X Lithium & Battery Tech ETF | 12.5% | +28 bp | +2.5% |
Risk and Returns: IBAT vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/30/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
1.5%
ALTAR SCORE™
14th
PERCENTILE
AVOID
ETFRC RATING
There are 586 funds in the Global Equity category with an average
ALTAR Score™ of 4.4% and a standard deviation
of 2.7%. IBAT's ALTAR Score™ is approximately -1.1 standard
deviations above the category average. This places IBAT in the 14th percentile
among funds in the category.
Sell-Side Consensus
$37.4
PRICE TARGET
-10.7%
UPSIDE