Do RNRG and SMOG hold the same stocks?

By their latest filings, 10% 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, RNRG or SMOG?

RNRG has 0% of its weight in S&P 500 names and SMOG has 20%, so RNRG differs more from the index.

Which is cheaper, RNRG or SMOG?

RNRG charges 0.65% a year and SMOG charges 0.64%, so SMOG is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Thematic ETFs

RNRG vs SMOG: Holdings Overlap & Returns

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Over the year to Nov 4, 2026, RNRG returned −4.3% to SMOG's +2.7%; 10% of their weight is in the same names.

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

RNRG on its own →SMOG on its own →

At a glance

0.0%

RNRG in the S&P 500

20.0%

SMOG in the S&P 500

−4.3%

RNRG total return, 1 year

+2.7%

SMOG total return, 1 year

RNRG · 1 year to Nov 4, 2026 100% of its weight is outside the S&P 500

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

SMOG costs 0.01 points a year less; their one-year returns differ by 7.0 points; SMOG is 5.7 times larger.

Points (pts) are percentage points.

RNRG vs SMOG: Holdings Overlap & Returns
Measure	RNRG	SMOG
Return
Measure	RNRG	SMOG
Total return, 1 year	−4.3%	+2.7%
Drawdown
Measure	RNRG	SMOG
Below its all-time high	43.7%, high on Jan 7, 2021	24.9%, high on Jan 22, 2021
Against its benchmark
Measure	RNRG	SMOG
What it tracks	Clean energy	Clean energy
Its benchmark, total return, 1 year	+15.0%	+15.0%
Against its benchmark, 1 year	behind by 19.3 pts	behind by 12.3 pts
Cost and size
Measure	RNRG	SMOG
Expense ratio	0.65%	0.64%
Net assets, as of Oct 12, 2026	$23m	$130m
Holdings
Measure	RNRG	SMOG
Holdings in common	10%

Method

What they share

10%

By the books each fund has filed, RNRG and SMOG hold 10% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Nov 3, 2026.

50%

0 half 100%

half

10% in common

Positions both hold · largest shared weight first RNRG SMOG

AXIA Energia S.A. 6.38% 2.92%

ENLIGHT RENEWABLE ENERGY LTD 5.74% 1.10%

ORMAT TECHNOLOGIES, INC. 4.24% 0.91%

CONTACT ENERGY LIMITED 4.06% 0.87%

MERIDIAN ENERGY LIMITED 4.69% 0.84%

NORTHLAND POWER INC 2.88% 0.81%

DRAX GROUP PLC 2.37% 0.69%

MERCURY NZ LIMITED 3.98% 0.54%

VERBUND AG 6.26% 0.53%

CHINA LONGYUAN POWER GROUP CORPORATION LIMITED 1.73% 0.30%

SUNRUN INC. 1.66% 0.30%

Only in one fund ↓

Only in RNRG

Oersted A/S 6.07%

EDP RENEWABLES SOCIEDAD ANONIMA 5.99%

PT Barito Renewables Energy Tbk 5.69%

Brookfield Renewable Partners L.P. 4.61%

ENGIE Brasil Energia S.A. 4.61%

China Power International Development Limited 3.17%

ENERGIX - RENEWABLE ENERGIES LTD 2.98%

CLEARWAY ENERGY, INC. 2.72%

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%

Bloom Energy Corp 5.10%

Vestas Wind Systems A/S 4.72%

Samsung Sdi Co Ltd 4.13%

Check overlap with more funds →

Window by window

Window by window: RNRG vs SMOG: Holdings Overlap & Returns
	Total return		vs its benchmark
Window	RNRG	SMOG	RNRG	SMOG
3 months	−7.4%	−2.8%	−6.1 pts vs ACWI	−1.5 pts vs ACWI
6 months	−19.6%	−13.7%	−22.2 pts vs ACWI	−16.3 pts vs ACWI
1 year	−4.3%	+2.7%	−19.3 pts vs ACWI	−12.3 pts vs ACWI
3 years	+9.9%	+40.4%	−67.7 pts vs ACWI	−37.2 pts vs ACWI
Since launchNot the same days: RNRG May 2015 · SMOG May 2007	−6.4%	+35.1%	−224.5 pts vs ACWI	not measured

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Side by side

RNRG Global X Renewable Energy Producers ETF · Holds 39 stocks in clean energy, 0% 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 0.0% 20.0%

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

In the Nasdaq-100 0.0% 9.4%

Holdings 39 55

Top ten, share of the fund 54.3% 58.2%

Expense ratio 0.65% 0.64%

Fee for the differing part 0.65% 0.65%

Total return, 1 year −4.3% +2.7%

vs its benchmark −19.3 pts vs ACWI −12.3 pts vs ACWI

Below its high −43.7% −24.9%

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

As of Nov 4, 2026. Source: ETFIQ.

10% of the two portfolios are the same securities at the same weight.

Alert

About each fund

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.

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 RNRG and SMOG hold the same stocks?: By their latest filings, 10% 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, RNRG or SMOG?: RNRG has 0% of its weight in S&P 500 names and SMOG has 20%, so RNRG differs more from the index.
Which is cheaper, RNRG or SMOG?: RNRG charges 0.65% a year and SMOG charges 0.64%, so SMOG is cheaper. Fees come from each fund's prospectus.

Other comparisons

RNRG vs ACES RNRG vs FRNW RNRG vs HYDR RNRG vs CCSO SMOG vs CTEC SMOG vs KGRN SMOG vs CCSO SMOG vs HYDR

Where to next

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

Sources and dates

RNRG filings on SEC EDGAR ↗

RNRG prospectus with the expense ratio (SEC) ↗

Global X page for RNRG ↗

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.

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

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