ELFY vs VOLT

ELFYBALPS Electrification Infrastructure ETF

VOLTCTema Electrification ETF

In short

ELFY Cap-weighted theme funds let one winner run the show. ELFY equal-weights roughly 80 US generation, transmission, distribution and smart-grid names, so the grid-gear companies stay the story. Live since 2025 at 0.50%.

VOLT Most electrification funds hand the job to an index. VOLT is the stock-picker's version: an active, roughly 30-name global portfolio spanning power generation, grid equipment, software and storage.

Stated mandate

ELFY ELFY seeks pre-fee, pre-expense results that generally track the Ladenburg Thalmann Electrification Infrastructure Index. Its investment objective is non-fundamental and may be changed by the Board without shareholder approval.

VOLT The Fund invests at least 80% of its net assets in common and preferred stocks of publicly listed companies economically tied to global electrification. Eligible businesses may supply electrification or power-generation materials, equipment, software, associated services, or electricity storage.

Why people hold it

• ELFY Equal weighting is the design, not a footnote: every holding gets the same slot, so no single winner can balloon and crowd out the transformer and grid-gear names.hubspotusercontent-na1.net
• Costs 0.50% a year, below the median for its electrification peers and well under VOLT (0.75%) and FPWR (0.96%).
• Roughly 80 mid- and large-cap US names spanning generation, transmission, distribution and smart grid, one of the broader, better-spread builds in a small peer group.hubspotusercontent-na1.net
• Passive and rules-based: it follows the Ladenburg Thalmann Electrification Infrastructure Index, so the sector mix comes from published rules, not a manager's hunch.

• VOLT Actively managed and concentrated at roughly 30 names, while shelf leaders ELFY and ZAP simply follow an index. A manager's calls drive the portfolio, for better or worse.temaetfs.orgalpsfunds.comglobalxetfs.com
• The mandate is wide: at least 80% of assets in companies tied to global electrification, from generation materials and equipment to software, services and electricity storage.
• Global by charter, so European and Asian grid and equipment names are in play. ZAP, the biggest passive rival, is limited to US-listed developed-market companies.globalxetfs.com

Worth knowing

• ELFY Launched in April 2025, so how it behaves through a full market cycle isn't on the tape yet.
• Trading is moderate rather than heavy and the asset base is mid-size, so spreads can widen when markets move fast.
• One theme, utility and industrial heavy, and equal weight gives smaller names as much pull as giants, so swings can run wider than a broad-market fund's.hubspotusercontent-na1.net

• VOLT The 0.75% fee matches the group median, but index-run rivals ELFY and ZAP charge 0.50%. Active stock picking is what you are paying the difference for.
• About 30 holdings means individual names carry real weight. Swings are bigger than a broad-basket electrification index fund.
• Launched December 2024, so the record is short, and it sits in the lower half of our electrification group. Payouts come once or twice a year.

Full ELFY profile⁠

Full VOLT profile⁠