ZSB
USCF Sustainable Battery Metals Strategy Fund
stock NYSE ETF

After drinking some of the Ray Dalio Kool-Aid, I decided I wanted a small portion of commodity diversification in my portfolio (aside from monetary/precious metals). However, I was curious if it was possible to avoid fossil fuel, etc. exposure while doing so. After reviewing the holdings of all 126 commodity funds available in the US, I found a few that passed the test. I thought I'd share my findings with the community in case anyone out there has similar goals.
**Agriculture**
* **\[TAGS\] Teucrium Agricultural Fund**
* Basket of corn, soybeans, wheat, and sugar. No livestock exposure, simple “plant-based” ag play.
**Battery, Electrification** **& Energy**
* **\[EVMT\] Invesco Electric Vehicle Metals ETF**
* Futures-based exposure to copper, nickel, aluminum, and cobalt; all key EV and renewable metals.
* **\[ZSB\] USCF Sustainable Battery Metals ETF**
* Focuses on lithium, nickel, cobalt, manganese, and copper; designed for the EV and grid battery supply chain.
* **\[TMET\] iShares Transition-Enabling Metals ETF**
* Tracks metals critical to the clean-energy transition (like copper, nickel, zinc, aluminum).
* **\[UX\] Roundhill Uranium ETF**
* Provides exposure to actual uranium via the Sprott Physical Uranium Trust, powering the nuclear side of clean energy.
**Industrial / Base Metals**
* **\[CPER\] United States Copper Index Fund**
* A pure copper futures fund, one of the most important clean-transition metals.
* **\[DBB\] Invesco DB Base Metals Fund**
* Mix of aluminum, copper, and zinc futures.
* **\[BCIM\] abrdn Bloomberg Industrial Metals ETF**
* Tracks aluminum, copper, nickel, and zinc futures.
**Broad Sustainable Strategy**
* **\[ZSC\] USCF Sustainable Commodity Strategy Fund**
* The only broad market commodity ETF with a sustainability focus. Hybrid fund mixing agriculture, renewable inputs, and electrification metals.
**Non-ETF Physical Trusts:**
* \[SRUUF\] Sprott Physical Uranium Trust
* \[SPHCF\] Sprott Physical Copper Trust

After drinking some of the Ray Dalio Kool-Aid, I decided I wanted a small portion of commodity diversification in my portfolio (aside from monetary/precious metals). However, I was curious if it was possible to avoid fossil fuel, etc. exposure while doing so. After reviewing the holdings of all 126 commodity funds available in the US, I found a few that passed the test. I thought I'd share my findings with the community in case anyone out there has similar goals.
**Agriculture**
* **\[TAGS\] Teucrium Agricultural Fund**
* Basket of corn, soybeans, wheat, and sugar. No livestock exposure, simple “plant-based” ag play.
**Battery, Electrification** **& Energy**
* **\[EVMT\] Invesco Electric Vehicle Metals ETF**
* Futures-based exposure to copper, nickel, aluminum, and cobalt; all key EV and renewable metals.
* **\[ZSB\] USCF Sustainable Battery Metals ETF**
* Focuses on lithium, nickel, cobalt, manganese, and copper; designed for the EV and grid battery supply chain.
* **\[TMET\] iShares Transition-Enabling Metals ETF**
* Tracks metals critical to the clean-energy transition (like copper, nickel, zinc, aluminum).
* **\[UX\] Roundhill Uranium ETF**
* Provides exposure to actual uranium via the Sprott Physical Uranium Trust, powering the nuclear side of clean energy.
**Industrial / Base Metals**
* **\[CPER\] United States Copper Index Fund**
* A pure copper futures fund, one of the most important clean-transition metals.
* **\[DBB\] Invesco DB Base Metals Fund**
* Mix of aluminum, copper, and zinc futures.
* **\[BCIM\] abrdn Bloomberg Industrial Metals ETF**
* Tracks aluminum, copper, nickel, and zinc futures.
**Broad Sustainable Strategy**
* **\[ZSC\] USCF Sustainable Commodity Strategy Fund**
* The only broad market commodity ETF with a sustainability focus. Hybrid fund mixing agriculture, renewable inputs, and electrification metals.
**Non-ETF Physical Trusts:**
* \[SRUUF\] Sprott Physical Uranium Trust
* \[SPHCF\] Sprott Physical Copper Trust