Do CNRG and HYDR hold the same stocks?

By their latest filings, 10% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.

Which is more different from the S&P 500, CNRG or HYDR?

CNRG has 28% of its weight in S&P 500 names and HYDR has 6%, so HYDR differs more from the index.

Which is cheaper, CNRG or HYDR?

CNRG charges 0.45% a year and HYDR charges 0.50%, so CNRG is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Thematic ETFs

CNRG vs HYDR: Holdings Overlap & Returns

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Over the year to Nov 4, 2026, CNRG returned −14.9% to HYDR's −14.7%; 10% of their weight is in the same names.

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Net assets: $167m on Nov 3, 2026 for State Street SPDR S&P Kensho Clean Power ETF, and $89m on Oct 12, 2026 for Global X Hydrogen ETF.

CNRG on its own →HYDR on its own →

At a glance

27.8%

CNRG in the S&P 500

5.6%

HYDR in the S&P 500

−14.9%

CNRG total return, 1 year

−14.7%

HYDR total return, 1 year

CNRG · 1 year to Nov 4, 2026 72% of its weight is outside the S&P 500

28% of CNRG's weight is in S&P 500 companies and 72% is outside the index. Holdings as of Nov 3, 2026.

HYDR · 1 year to Nov 4, 2026 94% of its weight is outside the S&P 500

6% of HYDR's weight is in S&P 500 companies and 94% is outside the index. Holdings as of Aug 31, 2026.

Pair scorecard

CNRG costs 0.05 points a year less; their one-year returns differ by 0.2 points; CNRG is 2.0 times larger.

Points (pts) are percentage points.

CNRG vs HYDR: Holdings Overlap & Returns
Measure	CNRG	HYDR
Return
Measure	CNRG	HYDR
Total return, 1 year	−14.9%	−14.7%
Drawdown
Measure	CNRG	HYDR
Below its all-time high	40.7%, high on Feb 9, 2021	74.1%, high on Nov 8, 2021
Against its benchmark
Measure	CNRG	HYDR
What it tracks	Clean energy	Clean energy
Against the S&P 500, 1 year	behind by 29.7 pts
Its benchmark, total return, 1 year	+14.8%
Against its benchmark, 1 year	behind by 29.7 pts
Cost and size
Measure	CNRG	HYDR
Expense ratio	0.45%	0.50%
Net assets, as of Oct 12, 2026	$174m	$89m
Holdings
Measure	CNRG	HYDR
Holdings in common	10%

Method

What they share

10%

By the books each fund has filed, CNRG and HYDR hold 10% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Nov 3, 2026.

50%

0 half 100%

half

10% in common

Positions both hold · largest shared weight first CNRG HYDR

BLOOM ENERGY CORP A 3.52% 13.69%

FUELCELL ENERGY INC 2.67% 5.54%

PLUG POWER INC 1.90% 10.36%

BALLARD POWER SYSTEMS INC 1.36% 3.53%

HYSTER YALE INC 0.95% 1.02%

Only in one fund ↓

Only in CNRG

CONSTELLATION ENERGY 4.20%

TRANSALTA CORP 4.12%

GE VERNOVA INC 4.08%

AES CORP 3.93%

NEXTERA ENERGY INC 3.82%

SHOALS TECHNOLOGIES GROUP A 3.53%

AVISTA CORP 3.47%

GENERAC HOLDINGS INC 3.38%

Only in HYDR

Doosan Fuel Cell Co., Ltd. 10.73%

CERES POWER HOLDINGS PLC 7.46%

SFC Energy AG 6.81%

ITM POWER PLC 4.51%

Nel ASA 4.36%

H-POWER PLC 3.37%

AIR PRODUCTS AND CHEMICALS, INC. 3.16%

TOYOTA MOTOR CORPORATION 3.07%

Check overlap with more funds →

Window by window

Window by window: CNRG vs HYDR: Holdings Overlap & Returns
	Total return		vs its benchmark
Window	CNRG	HYDR	CNRG	HYDR
3 months	−13.7%	−18.7%	−13.6 pts vs VOO	not measured
6 months	−24.1%	−44.4%	−29.1 pts vs VOO	not measured
1 year	−14.9%	−14.7%	−29.7 pts vs VOO	not measured
3 years	+31.6%	+12.6%	−51.7 pts vs VOO	not measured
Since launchNot the same days: CNRG Oct 2018 · HYDR Jul 2021	+204.0%	−68.6%	−13.5 pts vs VOO	not measured

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Side by side

CNRG State Street SPDR S&P Kensho Clean Power ETF · Holds 38 stocks in clean energy, 28% of its weight in S&P 500 companies HYDR Global X Hydrogen ETF · Holds 25 stocks in clean energy, 6% of its weight in S&P 500 companies

Issuer State Street Global X

Theme Clean energy Clean energy

In the S&P 500 27.8% 5.6%

Active share vs the S&P 500 96.9% 99.7%

In the Nasdaq-100 7.4% 0.0%

Holdings 38 25

Top ten, share of the fund 37.4% 70.4%

Expense ratio 0.45% 0.50%

Fee for the differing part 0.46% 0.50%

Total return, 1 year −14.9% −14.7%

vs its benchmark −29.7 pts vs VOO not measured

Below its high −40.7% −74.1%

Net assets, CNRG as of Nov 3, 2026 and HYDR as of Oct 12, 2026 $167m $89m

As of Nov 4, 2026. Source: ETFIQ.

10% of the two portfolios are the same securities at the same weight.

Alert

About each fund

CNRG

By weight, 28% of CNRG's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 37% of the fund across 38 positions, as published by its issuer for Nov 3, 2026. Over the year to Nov 4, 2026 the fund returned −14.9% with distributions reinvested against +14.8% for its benchmark, the S&P 500 Index, so a holder was behind by 29.7 pts. It sits 40.7% below its all-time high of Feb 9, 2021.

HYDR

By weight, 6% of HYDR's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 70% of the fund across 25 positions, as filed for Aug 31, 2026. Over the year to Nov 4, 2026 the fund returned −14.7% with distributions reinvested. It sits 74.1% below its all-time high of Nov 8, 2021.

Questions people ask

Do CNRG and HYDR hold the same stocks?: By their latest filings, 10% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, CNRG or HYDR?: CNRG has 28% of its weight in S&P 500 names and HYDR has 6%, so HYDR differs more from the index.
Which is cheaper, CNRG or HYDR?: CNRG charges 0.45% a year and HYDR charges 0.50%, so CNRG is cheaper. Fees come from each fund's prospectus.

Other comparisons

CNRG vs FRNW CNRG vs PBD CNRG vs SMOG CNRG vs KGRN HYDR vs QCLN HYDR vs ICLN HYDR vs FAN HYDR vs SMOG

Where to next

All thematic ETFs ranked by the S&P 500 Difference Score →How the scores are computed →CNRG on its own →HYDR on its own →CNRG dividend history →CNRG holdings →HYDR dividend history →HYDR holdings →Method →Standards and sources →

Sources and dates

CNRG filings on SEC EDGAR ↗

CNRG prospectus with the expense ratio (SEC) ↗

State Street website ↗

HYDR filings on SEC EDGAR ↗

HYDR prospectus with the expense ratio (SEC) ↗

Global X page for HYDR ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Every number is an ETFIQ calculation with distributions reinvested.

Cite this pageCitation, APA and Markdown

ETFIQ, CNRG against HYDR, data as of Nov 4, 2026. https://etfiq.com/compare/themes/cnrg-vs-hydr

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.