Global X U.S. Electrification ETF targets growth from rising electricity demand and grid upgrades.

The Global X U.S. Electrification ETF (ZAP) offers focused exposure to utilities and industrials benefiting from U.S. electrification and grid modernization. With 77.2% in utilities and 22.8% in industrials, ZAP aims to capture growth driven by increasing industrial electricity demand and infrastructure projects. Although utilities valuations have been pressured by rate hikes, strong power demand and project backlogs support long-term growth potential. Key risks include ZAP's shorter track record and a relatively high 0.50% expense ratio, but its dual-sector approach may help mitigate interest rate volatility.

As of Sep 21, 2026 05:01 WIB, the Utilities Select Sector SPDR Fund (XLU) trades at USD 41.09 on Pluang, down 1.44% for the day. The fund's market cap stands at $21.56 billion with a daily volume of over 22 million shares. This reflects active investor interest despite recent valuation pressures in the utilities sector.