Data as of .
CNRG vs SMOG: which is really different?
CNRG and SMOG hold 17% of their weight in the same names, and SMOG returned more over the year.
ETFIQ Off-Index Score: SMOG scores higher
How much of it is not the index it is sold as an alternative to?
A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed
17% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, CNRG and SMOG hold 17% of their money in the same securities at the same weight.
| Holding | CNRG | SMOG |
|---|---|---|
| BLOOM ENERGY CORP A | 3.85% | 6.10% |
| NEXTERA ENERGY INC | 3.21% | 7.03% |
| FIRST SOLAR INC | 2.67% | 2.94% |
| TESLA INC | 2.57% | 8.17% |
| NEXTPOWER INC | 2.45% | 1.51% |
| ORMAT TECHNOLOGIES INC | 2.42% | 0.91% |
| CIA ENERGETICA DE SPON ADR | 3.55% | 0.66% |
| ENPHASE ENERGY INC | 2.33% | 0.66% |
| SUNRUN INC | 2.43% | 0.28% |
| Only in CNRG | Only in SMOG |
|---|---|
| ARCOSA INC 4.03% | Iberdrola Sa 8.25% |
| FUELCELL ENERGY INC 3.79% | Enel Spa 6.57% |
| GE VERNOVA INC 3.69% | Byd Co Ltd 5.64% |
| CONSTELLATION ENERGY 3.57% | Vestas Wind Systems A/S 4.89% |
| ENERGY VAULT HOLDINGS INC 3.53% | Samsung Sdi Co Ltd 4.22% |
| AES CORP 3.44% | Axia Energia Sa 3.48% |
| TRANSALTA CORP 3.35% | Rivian Automotive Inc 2.98% |
| AMERESCO INC CL A 3.13% | Kingspan Group Plc 2.96% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| CNRG | SMOG | CNRG | SMOG | CNRG | SMOG | |
| 3 months | −22.7% | −7.7% | −24.9 pts | −9.9 pts | −20.2 pts | −5.2 pts |
| 6 months | −2.6% | +3.1% | −20.7 pts | −14.9 pts | −26.9 pts | −21.1 pts |
| 1 year | +9.6% | +11.5% | −6.9 pts | −5.0 pts | −12.1 pts | −10.2 pts |
| 3 years | +26.0% | +29.0% | −52.4 pts | −49.4 pts | −72.2 pts | −69.2 pts |
| Since launch | +226.7% | +112.2% | +12.7 pts | −691.3 pts | −111.2 pts | −1578.0 pts |
| CNRG State Street(R) SPDR(R) S&P Kensho Clean Power ETF Holds 40 stocks in clean energy, 24% of its weight in S&P 500 companies | SMOG VanEck Low Carbon Energy ETF Holds 55 stocks in clean energy, 18% of its weight in S&P 500 companies | |
|---|---|---|
| Issuer | State Street | VanEck |
| Theme | Clean energy | Clean energy |
| In the S&P 500 | 24.5% | 18.2% |
| Active share vs the S&P 500 | 96.9% | 97.8% |
| In the Nasdaq-100 | 6.2% | 8.1% |
| Holdings | 40 | 55 |
| Top ten, share of the fund | 35.9% | 60.1% |
| Expense ratio | 0.45% | 0.64% |
| Fee for the differing part | 0.46% | 0.65% |
| Total return, 1 year | +9.6% | +11.5% |
| vs the S&P 500 | −6.9 pts | −5.0 pts |
| vs the Nasdaq-100 | −12.1 pts | −10.2 pts |
| Below its high | −36.3% | −23.9% |
| Net assets | $188m | $131m |
CNRG in plain words
By weight, 24% 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 36% of the fund across 40 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +9.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 6.9 pts. It sits 36.3% below its all-time high of Feb 9, 2021.
SMOG in plain words
By weight, 18% of SMOG's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 60% of the fund across 55 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +11.5% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 5.0 pts. It sits 23.9% below its all-time high of Jan 22, 2021.
Questions people ask
- Do CNRG and SMOG hold the same stocks?
- By their latest filings, 17% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
- Which is more different from the S&P 500, CNRG or SMOG?
- CNRG has 24% of its weight in S&P 500 names and SMOG has 18%, so SMOG differs more from the index.
- Which is cheaper, CNRG or SMOG?
- CNRG charges 0.45% a year and SMOG charges 0.64%, so CNRG is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, CNRG against SMOG, data as of Sep 18, 2026. https://etfiq.com/compare/themes/cnrg-vs-smog Free to use with attribution; the underlying files are at Open data.