Real Assets ETFs
Explore real-asset ETFs across energy, infrastructure, real estate, and commodities, ranked by ETF Copilot, updated daily. Scores, holdings, fees and valuation.
Updated October 9, 2026
What stands out across Real Assets ETFs
Expense ratios on this page run from 0.40% to 0.85% a year, a median of 0.50%. GNR is the cheapest of the 5 shown.
Across the 5 funds shown, ETF Copilot's overall scores run from 4.1 to 5.7 out of 10, with a median of 4.7.
Concentration varies widely here: the ten largest holdings account for 36% of assets in the least concentrated fund and 57% in the most, a median of 41% across the list.
1 of 5 are more concentrated than the typical fund in their own category, on ETF Copilot's concentration measure.
The typical real-assets fund on this page behaves like 31 equally weighted positions once holding weights are taken into account.
As of October 9, 2026, the largest Real Assets ETFs fund by assets is Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR).
The 5 funds on this list
| # | Fund | ETF Copilot score | Expense ratio | Assets | Top 10 weight | Largest exposures |
|---|---|---|---|---|---|---|
| 1 | Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) | 4.7/10 | 0.47% | $7.0B | 37% | |
| 2 | State Street SPDR S&P Global Natural Resources ETF (GNR) | 4.1/10 | 0.40% | $5.1B | 36% | |
| 3 | Invesco Water Resources ETF (PHO) | 4.6/10 | 0.59% | $1.9B | 57% | Tech 18% |
| 4 | First Trust Water ETF (FIW) | 4.9/10 | 0.50% | $1.7B | 41% | Tech 15% |
| 5 | Horizon Kinetics Inflation Beneficiaries ETF (INFL) | 5.7/10 | 0.85% | $1.5B | 50% |
ETF Copilot's 0–10 score rates a fund on value, growth, quality and risk against every US equity ETF we track. How the scores are built →
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
All 20 Real Assets ETFs ETF Copilot covers
- Abacus FCF Real Assets Leaders ETF (ABLD)
- Global X Clean Water ETF (AQWA)
- SonicShares Global Shipping ETF (BOAT)
- Invesco S&P Global Water Index ETF (CGW)
- Invesco MSCI Global Timber ETF (CUT)
- First Trust Water ETF (FIW)
- Strive Natural Resources and Security ETF (FTWO)
- State Street SPDR S&P Global Natural Resources ETF (GNR)
- Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR)
- VanEck Natural Resources ETF (HAP)
- iShares North American Natural Resources ETF (IGE)
- Horizon Kinetics Inflation Beneficiaries ETF (INFL)
- U.S. Global Jets ETF (JETS)
- VanEck Agribusiness ETF (MOO)
- AdvisorShares Pure US Cannabis ETF (MSOS)
- State Street SPDR S&P North American Natural Resources ETF (NANR)
- Invesco Water Resources ETF (PHO)
- Invesco Global Water ETF (PIO)
- Tortoise Global Water Fund (TBLU)
- iShares Global Timber & Forestry ETF (WOOD)
Which Real Assets ETFs are compared head to head?
Every published head-to-head between these funds, the most searched first.
- GNR vs GUNR
- GNR vs PHO
- GUNR vs PHO
- FIW vs GNR
- FIW vs GUNR
- FIW vs PHO
- FIW vs INFL
- GNR vs INFL
- GUNR vs INFL
- INFL vs PHO
- FIW vs MOO
- GNR vs MOO
- GUNR vs MOO
- INFL vs MOO
- MOO vs PHO
- CGW vs FIW
- CGW vs GNR
- CGW vs GUNR
- CGW vs INFL
- CGW vs MOO
- CGW vs PHO
Where is money going in Real Assets?
In the week to October 9, 2026, Real Assets moved +1.0% and saw +$77M of net fund flow, which ETF Copilot reads as aligned — price and money moving the same way.
| Measure | Value |
|---|---|
| Price, 1 week | +1.0% |
| Net flow, 1 week | +$77M |
| Price, 1 month | -3.2% |
| Net flow, 1 month | +$237M |
Net fund flow is money into or out of the ETFs in this category, computed by ETF Copilot from daily fund assets. All 33 sectors side by side →
Cite this
ETF Copilot, “Real Assets ETFs — scores, concentration and exposure”, as of October 9, 2026.
https://etf-copilot.com/category/real-assets
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