Data as of Nov 4, 2026.
KGRN vs SMOG: Holdings Overlap & Returns
Over the year to Nov 4, 2026, KGRN returned −26.1% to SMOG's +2.7%; 5% of their weight is in the same names.
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Net assets: $44m on Nov 4, 2026 for KraneShares MSCI China Clean Technology Index ETF, and $126m on Nov 3, 2026 for VanEck Low Carbon Energy ETF.
0% of KGRN's weight is in S&P 500 companies and 100% is outside the index. Holdings as of Nov 4, 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
SMOG costs 0.15 points a year less; their one-year returns differ by 28.8 points; SMOG is 2.9 times larger.
Points (pts) are percentage points.
| Measure | KGRN | SMOG |
|---|---|---|
| Return | ||
| Total return, 1 year | −26.1% | +2.7% |
| Drawdown | ||
| Below its all-time high | 57.8%, high on Feb 16, 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 | 0.79% | 0.64% |
| Net assets, as of Nov 3, 2026 | $43m | $126m |
| Holdings | ||
| Holdings in common | 5% | |
What they share
By the books each fund has filed, KGRN and SMOG hold 5% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026 and Nov 4, 2026.
half
5% in common
Only in one fund ↓
Window by window
| Total return | vs its benchmark | |||
|---|---|---|---|---|
| Window | KGRN | SMOG | KGRN | SMOG |
| 3 months | −10.1% | −2.8% | not measured | −1.5 pts vs ACWI |
| 6 months | −24.8% | −13.7% | not measured | −16.3 pts vs ACWI |
| 1 year | −26.1% | +2.7% | not measured | −12.3 pts vs ACWI |
| 3 years | −8.0% | +40.4% | not measured | −37.2 pts vs ACWI |
| Since launchNot the same days: KGRN Oct 2017 · SMOG May 2007 | −1.9% | +35.1% | not measured | not measured |
Side by side
As of Nov 4, 2026. Source: ETFIQ.
5% of the two portfolios are the same securities at the same weight.
KGRN
By weight, 0% of KGRN'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 59% of the fund across 48 positions, as published by its issuer for Nov 4, 2026. Over the year to Nov 4, 2026 the fund returned −26.1% with distributions reinvested. It sits 57.8% below its all-time high of Feb 16, 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 KGRN and SMOG hold the same stocks?
- By their latest filings, 5% 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.
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ETFIQ, KGRN against SMOG, data as of Nov 4, 2026. https://etfiq.com/compare/themes/kgrn-vs-smog
ETFIQ. (Nov 4, 2026). KGRN against SMOG. Retrieved from https://etfiq.com/compare/themes/kgrn-vs-smog
[KGRN against SMOG (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/themes/kgrn-vs-smog)
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