IEA Predicts 20M Electric Car Sales in 2025: ETFs Poised to Gain

DRIV and KARS stand out as EV-focused ETFs are poised to benefit from the IEA's forecast of more than 20M electric car sales in 2025.

Zacks Investment Research • Nov 17, 2025

Q3 EV Wars: Who Won, Who Lost?

The global electric vehicle market remains highly competitive, with China as the dominant region and the U.S. seeing a temporary Q3 boost from expiring tax credits. BYD Company Limited leads in global EV sales but saw a rare year-over-year decline in Q3, mainly due to intense competition in China, though exports are surging. Xiaomi is emerging as a standout, rapidly scaling EV sales and maintaining strong momentum despite being a newcomer and not an EV pure-play.

Seeking Alpha • Oct 3, 2025

IDRV: Attractive Growth Trend, Uncertain Holdings

iShares Self-Driving EV and Tech ETF offers broad exposure to electric vehicles and battery technologies but limited self-driving tech representation. IDRV's holdings include a mix of established and emerging EV makers, battery suppliers, and lithium producers, but many face significant uncertainties and financial risks. While the EV and self-driving sectors have strong long-term growth prospects, IDRV lacks key industry leaders like Alphabet, Amazon, Uber, and Nvidia.

Seeking Alpha • Sep 18, 2025

China's Export Restrictions On Rare Earths Causes Alarm For Automotive Industry

With nearly 70% of global rare earth production and more than 90% of processing taking place in China, the world remains heavily reliant on the country for rare earth element supplies. Rare earth elements are a group of 17 minerals, including neodymium, dysprosium and lanthanum, which are used for various applications.

Seeking Alpha • Jun 10, 2025

Tough Times for EVs in 2025? ETFs in Focus

Explore these ETFs as the potential removal of the EV tax credit is expected to impact the U.S. EV market significantly.

Zacks Investment Research • Dec 29, 2024

IDRV: A Good Bet Beyond Tesla

The iShares Self-Driving EV and Tech ETF offers a cost-effective way to invest in global companies advancing self-driving tech and electric vehicles. IDRV's holdings include Tesla, Li Auto, Arcadium Lithium, XPeng, and BYD, providing a comprehensive view of the EV sector and supply chain. The fund's sector allocation focuses on Consumer Discretionary, Industrials, Materials, and Information Technology, with significant investments in Chinese firms.

Seeking Alpha • Oct 30, 2024

EV ETFs to Consider as a Turnaround Looks Likely

Following the recent surge in EV sales and decreasing prices which make EVs more affordable, investing in EV ETFs with a long-term horizon becomes appealing.

Zacks Investment Research • Oct 16, 2024

IDRV: Starting To Turn The Car Around, Buy Rating

The iShares Self-Driving EV and Tech ETF tracks companies in the EV and tech sectors, focusing on electric vehicles, batteries, and related technologies across 40+ countries. Solid-state batteries and ADAS technology are key industry trends, enhancing EV range, energy density, and safety. Risks include sustainable charging, safety, system failures, and infrastructure readiness; however, the global self-driving EV market is growing at 36% annually.

Seeking Alpha • Oct 7, 2024

Future Mobility ETFs: Rerouting the Auto Industry

As an ex-future mobility research analyst, I spent a lot of time looking at financial statements and there was very little to see. New entrants in the space had no revenues (and if they had revenues then they had no profitability) and there was very little proof that they would hit their targets.

ETF Trends • Oct 3, 2024

IDRV: Tariffs And Lack Of U.S. Tech Are Significant Drawbacks

iShares Self-Driving EV and Tech ETF is a hold due to challenges in the autonomous vehicle industry, lack of U.S. large tech companies, and risk of import tariffs. The Fund is globally diversified with even weights on U.S., European, and Asian companies, but lacks well-established U.S. large tech companies. Performance, expenses, and dividends of IDRV compared to peer funds show suboptimal returns despite a lower expense ratio and growing dividend yield.

Seeking Alpha • Jun 14, 2024