Do HYDR and VCLN hold the same stocks?

By their latest filings, 12% 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 VCLN?

HYDR has 6% of its weight in S&P 500 names and VCLN has 15%, so HYDR differs more from the index.

Which is cheaper, HYDR or VCLN?

HYDR charges 0.50% a year and VCLN charges 0.59%, so HYDR is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Thematic ETFs

HYDR vs VCLN: Holdings Overlap & Returns

Share on X Download as PDF

Over the year to Nov 4, 2026, HYDR returned −14.7% to VCLN's +3.8%; 12% of their weight is in the same names.

askIQ about this page

askIQ about HYDR and VCLN

Net assets: $89m on Oct 12, 2026 for Global X Hydrogen ETF, and $5.5m on Jul 31, 2026 for Virtus Duff & Phelps Clean Energy ETF.

HYDR on its own →VCLN on its own →

At a glance

5.6%

HYDR in the S&P 500

15.4%

VCLN in the S&P 500

−14.7%

HYDR total return, 1 year

+3.8%

VCLN total return, 1 year

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.

VCLN · 1 year to Nov 4, 2026 85% of its weight is outside the S&P 500

15% of VCLN's weight is in S&P 500 companies and 85% is outside the index. Holdings as of Jul 31, 2026.

Pair scorecard

HYDR costs 0.09 points a year less; their one-year returns differ by 18.5 points.

HYDR vs VCLN: Holdings Overlap & Returns
Measure	HYDR	VCLN
Return
Measure	HYDR	VCLN
Total return, 1 year	−14.7%	+3.8%
Drawdown
Measure	HYDR	VCLN
Below its all-time high	74.1%, high on Nov 8, 2021	26.3%, high on Jun 2, 2026
Benchmark
Measure	HYDR	VCLN
What it tracks	Clean energy	Clean energy
Cost and size
Measure	HYDR	VCLN
Expense ratio	0.50%	0.59%
Net assets, HYDR as of Oct 12, 2026 and VCLN as of Jul 31, 2026	$89m	$5.5m
Holdings
Measure	HYDR	VCLN
Holdings in common	12%

Method

What they share

12%

By the books each fund has filed, HYDR and VCLN hold 12% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.

50%

0 half 100%

half

12% in common

Positions both hold · largest shared weight first HYDR VCLN

BLOOM ENERGY CORPORATION 13.69% 6.86%

PLUG POWER INC. 10.36% 2.47%

CERES POWER HOLDINGS PLC 7.46% 2.37%

Doosan Fuel Cell Co., Ltd. 10.73% 0.57%

Only in one fund ↓

Only in HYDR

SFC Energy AG 6.81%

FUELCELL ENERGY, INC. 5.54%

ITM POWER PLC 4.51%

Nel ASA 4.36%

BALLARD POWER SYSTEMS INC. 3.53%

H-POWER PLC 3.37%

AIR PRODUCTS AND CHEMICALS, INC. 3.16%

TOYOTA MOTOR CORPORATION 3.07%

Only in VCLN

FIRST SOLAR INC 8.07%

CHINA YANGTZE POWER CO LTD 6.63%

NEXTPOWER INC 5.97%

ENPHASE ENERGY INC 4.33%

IBERDROLA SA 4.00%

CLEARWAY ENERGY INC 3.67%

VESTAS WIND SYSTEMS A/S 3.56%

EDP SA 3.19%

Check overlap with more funds →

Window by window

Window by window: HYDR vs VCLN: Holdings Overlap & Returns
	Total return
Window	HYDR	VCLN
3 months	−18.7%	−6.1%
6 months	−44.4%	−19.8%
1 year	−14.7%	+3.8%
3 years	+12.6%	+68.3%
Since launchNot the same days: HYDR Jul 2021 · VCLN Aug 2021	−68.6%	+8.8%

Open this comparison in the app →

Side by side

HYDR Global X Hydrogen ETF · Holds 25 stocks in clean energy, 6% of its weight in S&P 500 companies VCLN Virtus Duff & Phelps Clean Energy ETF · Holds 42 stocks in clean energy, 15% of its weight in S&P 500 companies

Issuer Global X Virtus

Theme Clean energy Clean energy

In the S&P 500 5.6% 15.4%

Active share vs the S&P 500 99.7% 98.9%

In the Nasdaq-100 0.0% 1.9%

Holdings 25 42

Top ten, share of the fund 70.4% 49.2%

Expense ratio 0.50% 0.59%

Fee for the differing part 0.50% 0.60%

Total return, 1 year −14.7% +3.8%

vs its benchmark not measured not measured

Below its high −74.1% −26.3%

Net assets, HYDR as of Oct 12, 2026 and VCLN as of Jul 31, 2026 $89m $5.5m

As of Nov 4, 2026. Source: ETFIQ.

12% of the two portfolios are the same securities at the same weight.

Alert

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.

VCLN

By weight, 15% of VCLN's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 49% of the fund across 42 positions, as filed for Jul 31, 2026. Over the year to Nov 4, 2026 the fund returned +3.8% with distributions reinvested. It sits 26.3% below its all-time high of Jun 2, 2026.

Questions people ask

Do HYDR and VCLN hold the same stocks?: By their latest filings, 12% 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 VCLN?: HYDR has 6% of its weight in S&P 500 names and VCLN has 15%, so HYDR differs more from the index.
Which is cheaper, HYDR or VCLN?: HYDR charges 0.50% a year and VCLN charges 0.59%, so HYDR is cheaper. Fees come from each fund's prospectus.

Other comparisons

HYDR vs RNRG HYDR vs TAN HYDR vs CTEC HYDR vs KGRN VCLN vs ICLN VCLN vs ACES VCLN vs CNRG VCLN vs CCSO

Where to next

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

Sources and dates

HYDR filings on SEC EDGAR ↗

HYDR prospectus with the expense ratio (SEC) ↗

Global X page for HYDR ↗

VCLN filings on SEC EDGAR ↗

VCLN prospectus with the expense ratio (SEC) ↗

Virtus 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, HYDR against VCLN, data as of Nov 4, 2026. https://etfiq.com/compare/themes/hydr-vs-vcln

Open data →

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