With the rollback of the electric vehicle tax credit, EV sales declined toward the end of 2025. Despite this slowdown, EVs still made up 7.8% of U.S. car sales last year — only slightly down from 8.1% in 2024 — according to data from Kelley Blue Book. Internationally, EV sales are estimated to account for almost 25% of total auto sales.
What’s clear: Even as growth moderates, electric vehicles continue to play an important role in the evolving auto industry. Electric vehicles aren't only being produced by new car companies. Legacy car manufacturers such as General Motors, Ford, Toyota and Ferrari all offer at least a hybrid electric vehicle, and most offer a fully electric model. One way to tap into that interest is by exploring EV stocks.
What are EV stocks?
EV stocks include electric vehicle manufacturers, electric battery producers and companies that make charging stations and electric motors. In a broader sense, electric vehicle stocks may also include mining companies and semiconductor companies that produce key EV components.
If you're looking for EV stocks, there are several to choose from. However, keep in mind that investing in individual stocks is typically riskier than investing in a well-diversified index fund or exchange-traded fund. And while stock pickers often look for a strong track record of performance, many EV stocks lack one, making the market speculative.
» Learn more about index funds vs. ETFs
15 Best-performing EV stocks
The table below shows the 15 best-performing members of the Solactive Electric Vehicles and Future Mobility Index that are also traded on major U.S. exchanges. The stocks are ranked by one-year return.
The best-performing electric vehicle stock by one-year return is Advanced Micro Devices Inc (AMD), which is up 271.75%. | ||||
|---|---|---|---|---|
Ticker | Company | Performance (Year) | ||
AMD | Advanced Micro Devices Inc | 271.75% | ||
BE | Bloom Energy Corp | 213.01% | ||
COHR | Coherent Corp | 152.21% | ||
ATI | ATI Inc | 126.67% | ||
SITM | SiTime Corp | 119.41% | ||
NBIS | Nebius Group NV | 105.00% | ||
BB | BlackBerry Ltd | 88.94% | ||
FCEL | Fuelcell Energy Inc | 87.74% | ||
STM | ST Microelectronics | 87.45% | ||
FCX | Freeport-McMoRan Inc | 77.98% | ||
SCCO | Southern Copper Corp | 67.68% | ||
ADI | Analog Devices Inc | 65.32% | ||
ENS | Enersys | 59.38% | ||
TXN | Texas Instruments Inc | 54.96% | ||
SYNA | Synaptics Inc | 49.06% | ||
Source: Finviz. Data is current as of October 1, 2026, and is intended for informational purposes only. | ||||
EV ETFs
If you'd rather not pick individual electric vehicle stocks to include in your portfolio, EV-themed exchange-traded funds (ETFs) could be helpful. These ETFs hold a basket of stocks related to electric vehicles, including EV technology such as charging stations and vehicle batteries. One of these funds is the Global X Autonomous & Electric Vehicles ETF (DRIV). DRIV seeks to mirror the performance of the Solactive Autonomous & Electric Vehicles Index, which lists companies in the electric vehicle space.
One drawback of ETF investing is that you don't get complete control over what you invest in. For instance, while funds such as DRIV do invest in EVs and EV technology, some of DRIV's top holdings — NVIDIA Corp. (NVDA), Toyota Motor Corp. (TOYOF), Microsoft (MSFT) and Alphabet Inc. (GOOGL) — may come as a surprise.
How to buy EV stocks
If you're looking to add EV stocks to your portfolio, you'll need a brokerage account to purchase them. Setting up an account is relatively easy and takes about 15 minutes. Once you fund an account, you can research EV stocks and invest directly from your brokerage account.
» Want to go deeper? Read our primer on how to research stocks
Neither the author nor editor held positions in the aforementioned investments at the time of publication.
Article sources
NerdWallet writers are subject matter authorities who use primary, trustworthy sources to inform their work, including peer-reviewed studies, government websites, academic research and interviews with industry experts. All content is fact-checked for accuracy, timeliness and relevance. You can learn more about NerdWallet's high standards for journalism by reading our editorial guidelines.
- 1.Kelley Blue Book. EV Sales Crashed as 2025 Ended. Accessed Apr 3, 2026.
- 2.Kelley Blue Book. Outside the U.S., EVs are Taking Over.
- 3.Yahoo Finance. Global X Autonomous & Electric Vehicles ETF (DRIV).
