2 ETFs Play the Reshoring Boom
Traditionally speaking, when new threats of tariffs hit the headlines, it tends to be a bad thing for many investment approaches.
- While escalating tariffs could be a concern for the markets, a couple of different sectors may be more insulated than others.
- This includes sectors engaged in reshoring: the process in which a company moves its production or manufacturing back to its original country.
- Both the iShares U.S. Manufacturing ETF (MADE ) and the Amplify Lithium & Battery Technology ETF (BATT ) could offer compelling routes to take advantage of momentum in the reshoring space.
Granted, there are plenty of fair reasons why tariffs become a problem for the market. Not only do tariffs tend to ratchet up geopolitical tensions, but they can also cause the price of certain imported goods and raw materials to increase.
However, there are some sectors of the market that tend to be less exposed to the dangers of tariffs. This includes companies that benefit from reshoring—the act of moving a company’s manufacturing or production operations back to its original country.
Companies currently thoroughly engaged in the reshoring process could be at a distinct advantage as tariffs continue to escalate. After all, businesses with stronger domestic supply chains may require less international shipping, and thus can avoid some of these rising costs.
Notably, the United States has a number of reshoring incentives that benefit different sectors of the market. This includes the Chips & Science Act for semiconductors, and Inflation Reduction Act for clean energy. Additionally, the industrials sector is benefitting from different manufacturing companies engaging in reshoring.
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Since reshoring can benefit a few different sectors, advisors and investors have some different options for how they wish to capitalize on the trend. For instance, the iShares U.S. Manufacturing ETF (MADE ) could be a straightforward option.
MADE invests in companies based in the United States that are heavily engaged in the manufacturing industry. This approach can help investors capitalize on reshoring, while attaining targeted domestic manufacturing exposure. As of July 31, 2026, the fund is offering a year-to-date total return of 17.88%.
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Another option is to take a look at the Amplify Lithium & Battery Technology ETF (BATT ). BATT invests in companies that derive significant revenue from the lithium battery industry, which is a natural beneficiary of clean energy.
Leaning into a fund like BATT can help investors and advisors capitalize on clean energy reshoring, while tapping into the broad need for battery storage and lithium batteries as a whole. The fund’s NAV is up 16.45% year-to-date, as of August 26, 2026.
BATT and MADE showcase how there are plenty of different approaches that can work for tackling the reshoring opportunity set. Whether one wants to lean into clean energy, manufacturing, or a different sector entirely, the flexibility of the ETF wrapper allows folks to ensure there are plenty of options at their disposal.
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VettaFi LLC (“VettaFi”) is the index provider for BATT, for which it receives an index licensing fee. However, BATT is not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of BATT.
