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Data as of Nov 4, 2026.

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Thematic ETFs

HYDR vs RNRG: Holdings Overlap & Returns

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Over the year to Nov 4, 2026, HYDR returned −14.7% to RNRG's −4.3%; 0% of their weight is in the same names.

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Net assets on Oct 12, 2026: $89m for Global X Hydrogen ETF and $23m for Global X Renewable Energy Producers ETF.

HYDR on its own →RNRG on its own →
At a glance
5.6%
HYDR in the S&P 500
0.0%
RNRG in the S&P 500
−14.7%
HYDR total return, 1 year
−4.3%
RNRG total return, 1 year
HYDR · 1 year to Nov 4, 2026 94% of its weight is outside the S&P 500
94% of its weight is outside the S&P 5006% of HYDR's weight is in S&P 500 companies and 94% is outside the index. Holdings as of Aug 31, 2026.6%94%inof its weight outside the S&P 500active share 100% · top ten 70% of the fund · 25 holdings as filed for Aug 31, 2026 · Nasdaq-100: 0% in94% of its weight is outside the S&P 5006% of HYDR's weight is in S&P 500 companies and 94% is outside the index. Holdings as of Aug 31, 2026.6%94%6% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · Nasdaq-100: 0% in

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

RNRG · 1 year to Nov 4, 2026 100% of its weight is outside the S&P 500
100% of its weight is outside the S&P 5000% of RNRG's weight is in S&P 500 companies and 100% is outside the index. Holdings as of Jul 31, 2026.0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 54% of the fund · 39 holdings as filed for Jul 31, 2026 · Nasdaq-100: 0% in100% of its weight is outside the S&P 5000% of RNRG's weight is in S&P 500 companies and 100% is outside the index. Holdings as of Jul 31, 2026.0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · Nasdaq-100: 0% in

0% of RNRG's weight is in S&P 500 companies and 100% is outside the index. Holdings as of Jul 31, 2026.

Pair scorecard

HYDR costs 0.15 points a year less; their one-year returns differ by 10.4 points; HYDR is 3.9 times larger.

Points (pts) are percentage points.

HYDR vs RNRG: Holdings Overlap & Returns
MeasureHYDRRNRG
Return
Total return, 1 year−14.7%−4.3%
Drawdown
Below its all-time high74.1%, high on Nov 8, 202143.7%, high on Jan 7, 2021
Against its benchmark
What it tracksClean energyClean energy
Its benchmark, total return, 1 year+15.0%
Against its benchmark, 1 yearbehind by 19.3 pts
Cost and size
Expense ratio0.50%0.65%
Net assets, as of Oct 12, 2026$89m$23m
Holdings
Holdings in common0%

Method

What they share

0%

By the books each fund has filed, HYDR and RNRG hold 0% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first HYDR RNRG
Only in one fund ↓
Only in HYDR
BLOOM ENERGY CORPORATION 13.69%
Doosan Fuel Cell Co., Ltd. 10.73%
PLUG POWER INC. 10.36%
CERES POWER HOLDINGS PLC 7.46%
SFC Energy AG 6.81%
FUELCELL ENERGY, INC. 5.54%
ITM POWER PLC 4.51%
Nel ASA 4.36%
Only in RNRG
AXIA Energia S.A. 6.38%
VERBUND AG 6.26%
Oersted A/S 6.07%
EDP RENEWABLES SOCIEDAD ANONIMA 5.99%
ENLIGHT RENEWABLE ENERGY LTD 5.74%
PT Barito Renewables Energy Tbk 5.69%
MERIDIAN ENERGY LIMITED 4.69%
Brookfield Renewable Partners L.P. 4.61%
Check overlap with more funds →

Window by window

Window by window: HYDR vs RNRG: Holdings Overlap & Returns
Total returnvs its benchmark
WindowHYDRRNRGHYDRRNRG
3 months−18.7%−7.4%not measured−6.1 pts vs ACWI
6 months−44.4%−19.6%not measured−22.2 pts vs ACWI
1 year−14.7%−4.3%not measured−19.3 pts vs ACWI
3 years+12.6%+9.9%not measured−67.7 pts vs ACWI
Since launchNot the same days: HYDR Jul 2021 · RNRG May 2015−68.6%−6.4%not measured−224.5 pts vs ACWI

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Side by side

HYDR Global X Hydrogen ETF · Holds 25 stocks in clean energy, 6% of its weight in S&P 500 companies RNRG Global X Renewable Energy Producers ETF · Holds 39 stocks in clean energy, 0% of its weight in S&P 500 companies
Issuer Global X Global X
Theme Clean energy Clean energy
In the S&P 500 5.6% 0.0%
Active share vs the S&P 500 99.7% 100.0%
In the Nasdaq-100 0.0% 0.0%
Holdings 25 39
Top ten, share of the fund 70.4% 54.3%
Expense ratio 0.50% 0.65%
Fee for the differing part 0.50% 0.65%
Total return, 1 year −14.7% −4.3%
vs its benchmark not measured −19.3 pts vs ACWI
Below its high −74.1% −43.7%
Net assets, as of Oct 12, 2026 $89m $23m

As of Nov 4, 2026. Source: ETFIQ.

0% of the two portfolios are the same securities at the same weight.

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About each fund
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.

RNRG

By weight, 0% of RNRG'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 54% of the fund across 39 positions, as filed for Jul 31, 2026. Over the year to Nov 4, 2026 the fund returned −4.3% with distributions reinvested against +15.0% for its benchmark, the MSCI ACWI Index, so a holder was behind by 19.3 pts. It sits 43.7% below its all-time high of Jan 7, 2021.

Questions people ask

Do HYDR and RNRG hold the same stocks?
By their latest filings, 0% 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, HYDR or RNRG?
HYDR has 6% of its weight in S&P 500 names and RNRG has 0%, so RNRG differs more from the index.
Which is cheaper, HYDR or RNRG?
HYDR charges 0.50% a year and RNRG charges 0.65%, so HYDR is cheaper. Fees come from each fund's prospectus.
Other comparisons
HYDR vs CTECHYDR vs KGRNHYDR vs CCSOHYDR vs VCLNRNRG vs VCLNRNRG vs ACESRNRG vs SMOGRNRG vs KGRN
Where to next
All thematic ETFs ranked by the S&P 500 Difference Score →How the scores are computed →HYDR on its own →RNRG on its own →HYDR dividend history →HYDR holdings →RNRG dividend history →RNRG holdings →Method →Standards and sources →
Sources and dates
HYDR and RNRG filings on SEC EDGAR ↗
HYDR prospectus with the expense ratio (SEC) ↗
Global X page for HYDR ↗
RNRG prospectus with the expense ratio (SEC) ↗
Global X page for RNRG ↗

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.

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

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