Among exchange traded funds, the SPDR Metals & Mining ETF (NYSEArca: XME) is one of the obvious beneficiaries, as highlighted by a year-to-date gain of more than 37%. As one example, electric vehicles are significantly more metals-intensive than gas-powered automobiles, which helps to paint the picture of favorable long-term demand trends for XME member firms. Owing to persistent inflation, XME could offer more upside.