Do CTEC and SMOG hold the same stocks?

By their latest filings, 26% 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, CTEC or SMOG?

CTEC has 6% of its weight in S&P 500 names and SMOG has 20%, so CTEC differs more from the index.

Which is cheaper, CTEC or SMOG?

CTEC charges 0.50% a year and SMOG charges 0.64%, so CTEC is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Thematic ETFs

CTEC vs SMOG: Holdings Overlap & Returns

Share on X Download as PDF

Over the year to Nov 4, 2026, CTEC returned −9.3% to SMOG's +2.7%; 26% of their weight is in the same names.

askIQ about this page

askIQ about CTEC and SMOG

Net assets: $23m on Oct 12, 2026 for Global X ClimateTech ETF, and $126m on Nov 3, 2026 for VanEck Low Carbon Energy ETF.

CTEC on its own →SMOG on its own →

At a glance

6.3%

CTEC in the S&P 500

20.0%

SMOG in the S&P 500

−9.3%

CTEC total return, 1 year

+2.7%

SMOG total return, 1 year

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

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

SMOG · 1 year to Nov 4, 2026 80% of its weight is outside the S&P 500

20% of SMOG's weight is in S&P 500 companies and 80% is outside the index. Holdings as of Nov 2, 2026.

Pair scorecard

CTEC costs 0.14 points a year less; their one-year returns differ by 12.0 points; SMOG is 5.7 times larger.

Points (pts) are percentage points.

CTEC vs SMOG: Holdings Overlap & Returns
Measure	CTEC	SMOG
Return
Measure	CTEC	SMOG
Total return, 1 year	−9.3%	+2.7%
Drawdown
Measure	CTEC	SMOG
Below its all-time high	62.8%, high on Feb 9, 2021	24.9%, high on Jan 22, 2021
Against its benchmark
Measure	CTEC	SMOG
What it tracks	Clean energy	Clean energy
Its benchmark, total return, 1 year		+15.0%
Against its benchmark, 1 year		behind by 12.3 pts
Cost and size
Measure	CTEC	SMOG
Expense ratio	0.50%	0.64%
Net assets, as of Oct 12, 2026	$23m	$130m
Holdings
Measure	CTEC	SMOG
Holdings in common	26%

Method

What they share

26%

By the books each fund has filed, CTEC and SMOG hold 26% 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

26% in common

Positions both hold · largest shared weight first CTEC SMOG

BLOOM ENERGY CORPORATION 8.06% 5.10%

VESTAS WIND SYSTEMS A/S 8.29% 4.72%

SAMSUNG SDI CO., LTD. 9.59% 4.13%

FIRST SOLAR, INC. 6.28% 2.90%

NEXTPOWER INC. 4.35% 1.87%

NIBE Industrier AB 5.54% 1.61%

Contemporary Amperex Technology Co., Ltd. 6.04% 1.58%

Nordex SE 4.00% 1.15%

JOHNSON MATTHEY PLC 3.50% 0.70%

ENPHASE ENERGY, INC. 3.94% 0.60%

SIMPLO TECHNOLOGY CO., LTD. 2.12% 0.42%

QUANTUMSCAPE CORPORATION 2.89% 0.41%

Only in one fund ↓

Only in CTEC

PLUG POWER INC. 2.70%

CHUNG-HSIN ELECTRIC & MACHINERY MFG. CORP. 2.34%

SMA Solar Technology AG 2.15%

Doosan Fuel Cell Co., Ltd. 1.94%

SOLAREDGE TECHNOLOGIES, INC. 1.75%

Dynapack International Technology Corporation 1.71%

CS Wind Corporation 1.35%

Fluence Energy Inc 1.29%

Only in SMOG

Tesla Inc 9.28%

Iberdrola Sa 9.10%

Nextera Energy Inc 7.64%

Enel Spa 6.99%

Byd Co Ltd 5.17%

Kingspan Group Plc 2.99%

Axia Energia Sa 2.92%

Rivian Automotive Inc 2.74%

Check overlap with more funds →

Window by window

Window by window: CTEC vs SMOG: Holdings Overlap & Returns
	Total return		vs its benchmark
Window	CTEC	SMOG	CTEC	SMOG
3 months	−9.3%	−2.8%	not measured	−1.5 pts vs ACWI
6 months	−26.4%	−13.7%	not measured	−16.3 pts vs ACWI
1 year	−9.3%	+2.7%	not measured	−12.3 pts vs ACWI
3 years	+11.5%	+40.4%	not measured	−37.2 pts vs ACWI
Since launchNot the same days: CTEC Oct 2020 · SMOG May 2007	−30.0%	+35.1%	not measured	not measured

Open this comparison in the app →

Side by side

CTEC Global X ClimateTech ETF · Holds 40 stocks in clean energy, 6% of its weight in S&P 500 companies SMOG VanEck Low Carbon Energy ETF · Holds 55 stocks in clean energy, 20% of its weight in S&P 500 companies

Issuer Global X VanEck

Theme Clean energy Clean energy

In the S&P 500 6.3% 20.0%

Active share vs the S&P 500 100.0% 97.8%

In the Nasdaq-100 0.0% 9.4%

Holdings 40 55

Top ten, share of the fund 59.6% 58.2%

Expense ratio 0.50% 0.64%

Fee for the differing part 0.50% 0.65%

Total return, 1 year −9.3% +2.7%

vs its benchmark not measured −12.3 pts vs ACWI

Below its high −62.8% −24.9%

Net assets, CTEC as of Oct 12, 2026 and SMOG as of Nov 3, 2026 $23m $126m

As of Nov 4, 2026. Source: ETFIQ.

26% of the two portfolios are the same securities at the same weight.

Alert

About each fund

CTEC

By weight, 6% of CTEC'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 60% of the fund across 40 positions, as filed for Aug 31, 2026. Over the year to Nov 4, 2026 the fund returned −9.3% with distributions reinvested. It sits 62.8% below its all-time high of Feb 9, 2021.

SMOG

By weight, 20% 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 58% of the fund across 55 positions, as published by its issuer for Nov 3, 2026. Over the year to Nov 4, 2026 the fund returned +2.7% with distributions reinvested against +15.0% for its benchmark, the MSCI ACWI Index, so a holder was behind by 12.3 pts. It sits 24.9% below its all-time high of Jan 22, 2021.

Questions people ask

Do CTEC and SMOG hold the same stocks?: By their latest filings, 26% 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, CTEC or SMOG?: CTEC has 6% of its weight in S&P 500 names and SMOG has 20%, so CTEC differs more from the index.
Which is cheaper, CTEC or SMOG?: CTEC charges 0.50% a year and SMOG charges 0.64%, so CTEC is cheaper. Fees come from each fund's prospectus.

Other comparisons

CTEC vs RNRG CTEC vs ACES CTEC vs PBD CTEC vs FAN SMOG vs VCLN SMOG vs TAN SMOG vs ICLN SMOG vs RNRG

Where to next

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

Sources and dates

CTEC filings on SEC EDGAR ↗

CTEC prospectus with the expense ratio (SEC) ↗

Global X page for CTEC ↗

SMOG filings on SEC EDGAR ↗

SMOG prospectus with the expense ratio (SEC) ↗

VanEck website ↗

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, CTEC against SMOG, data as of Nov 4, 2026. https://etfiq.com/compare/themes/ctec-vs-smog

Open data →

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