Data as of Nov 4, 2026.
HYDR vs SMOG: Holdings Overlap & Returns
Over the year to Nov 4, 2026, HYDR returned −14.7% to SMOG's +2.7%; 6% of their weight is in the same names.
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Net assets: $89m on Oct 12, 2026 for Global X Hydrogen ETF, and $126m on Nov 3, 2026 for VanEck Low Carbon Energy ETF.
6% of HYDR's weight is in S&P 500 companies and 94% is outside the index. Holdings as of Aug 31, 2026.
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
HYDR costs 0.14 points a year less; their one-year returns differ by 17.4 points; SMOG is 1.5 times larger.
Points (pts) are percentage points.
| Measure | HYDR | SMOG |
|---|---|---|
| Return | ||
| Total return, 1 year | −14.7% | +2.7% |
| Drawdown | ||
| Below its all-time high | 74.1%, high on Nov 8, 2021 | 24.9%, high on Jan 22, 2021 |
| Against its benchmark | ||
| 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 | ||
| Expense ratio | 0.50% | 0.64% |
| Net assets, as of Oct 12, 2026 | $89m | $130m |
| Holdings | ||
| Holdings in common | 6% | |
What they share
By the books each fund has filed, HYDR and SMOG hold 6% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Nov 3, 2026.
half
6% in common
Only in one fund ↓
Window by window
| Total return | vs its benchmark | |||
|---|---|---|---|---|
| Window | HYDR | SMOG | HYDR | SMOG |
| 3 months | −18.7% | −2.8% | not measured | −1.5 pts vs ACWI |
| 6 months | −44.4% | −13.7% | not measured | −16.3 pts vs ACWI |
| 1 year | −14.7% | +2.7% | not measured | −12.3 pts vs ACWI |
| 3 years | +12.6% | +40.4% | not measured | −37.2 pts vs ACWI |
| Since launchNot the same days: HYDR Jul 2021 · SMOG May 2007 | −68.6% | +35.1% | not measured | not measured |
Side by side
As of Nov 4, 2026. Source: ETFIQ.
6% of the two portfolios are the same securities at the same weight.
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.
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 HYDR and SMOG hold the same stocks?
- By their latest filings, 6% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.
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, HYDR against SMOG, data as of Nov 4, 2026. https://etfiq.com/compare/themes/hydr-vs-smog
ETFIQ. (Nov 4, 2026). HYDR against SMOG. Retrieved from https://etfiq.com/compare/themes/hydr-vs-smog
[HYDR against SMOG (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/themes/hydr-vs-smog)
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