Wall Street had a moderately strong July with the S&P 500 adding about 1% past month, the Dow Jones gaining 0.4% and the Nasdaq Composite advancing 0.2%. However, the Russell 2000 lost about 3.5%.The spread of the Delta variant of COVID-19 made investors jittery in the month, but a host of upbeat corporate earnings and the Fed’s indication of keeping the policy easy in the near term kept investors’ optimism intact (read: Fed Less Likely to Taper Soon on Delta Concerns: ETFs to Buy).In fact, the three major U.S. indices hit new peaks on strong earnings. Aggregate total quarterly earnings are on track to reach a new all-time record and impressive momentum on the revenue side (read: 5 Sector ETFs That Crushed the Market in July).There have been some upbeat economic datapoints too. U.S. consumer confidence rose for the sixth months in a row in July to a fresh pandemic high as Americans grew more optimistic about current business and labor market conditions. The job market has been decent.Although home prices are rising, existing home sales increased 1.4% to a seasonally adjusted annual rate of 5.86 million units last month, slightly missing economists’ forecast of a rise to a rate of 5.90 million units in June (read: Pain or Gain Ahead for Homebuilding ETFs?).ETFs in Focus Against this backdrop, below we highlight a few ETFs that delivered an all-star performance in July.Vaneck Rare Earth Strategic Metals ETF (REMX) – Up 29.76%Rare earth metals are beneficiaries of a transformation to new technologies such as electric vehicles. About 27% of rare metals are used in the production of neomagnets, which are the essential components in electric vehicles (EVs). iPatha.B Coffee Subindex TR ETN (JO) – Up 23.11%The price of coffee beans shot up due to a July 20 frost in Brazil (a key coffee grower) that ruined crops and resulted in subsequent price rise. Global X Lithium & Battery Tech ETF (LIT) – Up 14.93%Lithium is another beneficiary of a resurgence in electric vehicles. The metal prices have been soaring on the back of heavy demand for lithium batteries, which are used in electric vehicles.iPatha.B Tin Subindex TR ETN (JJT) – Up 11.93%Tin prices hit a record in July due to supply concerns in the major producer Myanmar. The world's third largest tin producer, Myanmar, is striving hard to contain rising cases of COVID-19 and a political crisis. Rwanda, another key producer of tin, has asked its businesses to reduce staffing by 50%, dampening mining activities. Shipping logistical issues have also boosted tin prices, per a source.iPatha.B Softs Subindex TR ETN (JJS) – Up 11.8%Agricultural commodity prices have jumped since last year due to a rise in Chinese imports and tightening inventories. Rising inflation is also helping agricultural commodity prices.iPath.B Natural Gas Subindex ETN (GAZ) – Up 11.2%Warmer-than-normal weather forecast in most of the United States boosted cooling demand. As a result, the demand for natural gas brightened up (read: 4 Best ETF Areas of Last Week). Simplify Volt Cloud and Cybersecurity Disruption (VCLO) – Up 7.7%This product is designed to concentrate on those few disruptive companies that are poised to dominate the new era of cloud and cybersecurity. With COVID-19 cases rising, the demand for technologies like cloud and cybersecurity that support the stay-at-home trend has gone up. 5 Stocks Set to Double Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2021. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iPath Series B Bloomberg Coffee Subindex Total Return ETN (JO): ETF Research Reports Global X Lithium & Battery Tech ETF (LIT): ETF Research Reports iPath Series B Bloomberg Natural Gas Subindex Total Return ETN (GAZ): ETF Research Reports iPath Series B Bloomberg Tin Subindex Total Return ETN (JJT): ETF Research Reports VanEck Vectors Rare EarthStrategic Metals ETF (REMX): ETF Research Reports iPath Series B Bloomberg Softs Subindex Total Return ETN (JJS): ETF Research Reports Simplify Volt Cloud and Cybersecurity Disruption ETF (VCLO): ETF Research Reports To read this article on Zacks.com click here.