ACDCvsURNM

For investors seeking exposure to the electric vehicle revolution, ACDC tracks the Solactive Electric Vehicles and Future Mobility Index, managed by BetaShares. The fund blends EV manufacturers with battery metals producers and miners, creating a thematic portfolio that spans the entire EV supply chain - an approach that introduces significant volatility and commodity-linked risk. This highly concentrated thematic ETF suits growth-oriented investors with higher risk tolerance who want a satellite position capitalising on the global transition to electric mobility.

BetaShares manages URNM, an ASX-listed ETF tracking the North Shore Global Uranium Mining Index, providing concentrated exposure to global uranium miners and nuclear fuel companies. As a highly specialised thematic fund, the portfolio is extremely concentrated in a narrow sector, meaning volatility can be significantly higher than broad market indices and liquidity may vary. Investors with strong conviction in the nuclear energy thesis - driven by decarbonisation policies and growing energy demand - who accept concentrated sector risk will find URNM a targeted way to express that view.