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EV ETFs: Ford, Affordability, And Looking Forward

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VettaFi Research


  • This note takes a brief look at Ford’s data, examines EVs from a thematic ETF perspective, and looks deeper into profitability issues from an ex sell-side analyst perspective.
  • U.S. battery electric vehicle sales grew 65.8% in 2022, according to Kelley Blue Book data.
  • While EV companies are finally starting to make revenue, they aren’t yet profitable.
  • Most electric vehicle ETFs have a high allocation toward tech stocks which support the EV infrastructure.
  • As manufacturers reach scale and eventually become more profitable, I think EV ETFs will begin to weigh more heavily toward manufacturers and away from broader technology companies.

Charging stations for electric cars at a parking lot

Marcus Lindstrom

Last week on March 23, Ford Motor Company (F) announced changes to its financial reporting and separated its electric vehicle business into its own segment (Ford’s teach-in materials can be found on its website here). While the

Battery electric vehicle market share

Ford EV margins profitability



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