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Sprott Critical Materials ETF
SETMFinancial ServicesNASDAQUS
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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.
New AdvizorPro data shows RIAs broadened their ETF lineups in Q1 2026, leaning into real assets, active managers, and defense strategies.
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.
SETM is up roughly 135% trailing twelve months on a basket of mining and refining names tied to uranium, copper, lithium, rare earths, and silver. China expanded rare earth export controls to twelve elements last fall; the Pentagon took a 15% equity stake in MP Materials with a price floor. SETM offers broad allies-weighted exposure at 65 basis points, but volatility is real with a 1.39 beta and a 43% max drawdown since inception.
Sprott Critical Materials ETF offers diversified exposure to critical materials, with strong thematic ties to nuclear, copper, and lithium demand. SETM's portfolio is well-positioned to benefit from the electrification megatrend, with significant allocations to uranium, copper, and lithium producers. Risks include commodity price volatility, supply chain disruptions, and weather-related production risks, but SETM's diversification mitigates single-material exposure.
Sprott Critical Materials ETF offers concentrated exposure to key energy transition metals, with overweight positions in uranium, copper, and lithium. SETM has delivered a 155% 1-year total return, benefiting from commodity supercycle dynamics and supportive supply-demand imbalances in critical materials. Issuing a long-term Buy rating, I view SETM as a premier vehicle for pure-play miners amid projected supply deficits and rising demand from electrification and AI.
While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.
Rare earth elements (REEs) and critical materials, despite their sometimes interchangeable use, represent two distinct investment opportunities. Understanding the nuances can help investors navigate the strategic shifts in 2026, which include geopolitical uncertainty.
Geopolitical conflict is forcing the markets to think critically about critical minerals. More specifically, the importance of critical materials has shifted from industrial use to a vital component in national defense and energy security.
Carnegie Investment Counsel purchased a new position in shares of Sprott Critical Materials ETF (NASDAQ: SETM) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 79,168 shares of the company's stock, valued at approximately $2,292,000. Carnegie Investment Counsel owned about
Key Takeaways While energy investments of all kinds have struggled amid conflict in the Middle East, uranium might offer a compelling long-term opportunity. Sprott Asset Management CEO John Ciampaglia noted that uranium's fundamentals remain sound, and that it remains far harder to substitute or replace than other metals investors tend to allocate towards.
Brookstone Capital Management increased its position in Sprott Critical Materials ETF (NASDAQ: SETM) by 40.4% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,837 shares of the company's stock after purchasing an additional 14,914 shares during the quarter.
Silver is entering its sixth consecutive year of a structural supply deficit, as global production fails to keep pace with the massive demand required for the clean energy transition and AI infrastructure.
A new commodity supercycle is taking shape in the early innings of 2026. According to a recent Sprott report, Why Critical Materials Are Leading the New Commodity Cycle, a structural shift that emphasizes deglobalization, energy security, and fiscal dominance is driving the current critical minerals market.
Sprott Critical Materials ETF (NASDAQ: SETM - Get Free Report) was the recipient of a significant increase in short interest during the month of February. As of February 27th, there was short interest totaling 102,839 shares, an increase of 573.8% from the February 12th total of 15,262 shares. Based on an average daily trading volume, of
