Data as of .
RNRG vs SMOG: which is really different?
RNRG and SMOG hold 8% of their weight in the same names, and SMOG returned more over the year.
ETFIQ Off-Index Score: RNRG scores higher
How much of it is not the index it is sold as an alternative to?
A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed
8% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, RNRG and SMOG hold 8% of their money in the same securities at the same weight.
| Holding | RNRG | SMOG |
|---|---|---|
| AXIA ENERGIA SA | 6.68% | 2.42% |
| ORSTED A/S | 5.94% | 1.94% |
| CONTACT ENERGY LTD | 3.92% | 0.89% |
| MERIDIAN ENERGY LTD | 4.68% | 0.83% |
| ORMAT TECHNOLOGIES INC | 4.42% | 0.78% |
| NORTHLAND POWER INC | 3.03% | 0.72% |
| MERCURY NZ LTD | 4.21% | 0.55% |
| DRAX GROUP PLC | 2.74% | 0.53% |
| VERBUND AG | 6.78% | 0.47% |
| ERG SPA | 2.89% | 0.29% |
| SUNRUN INC | 1.50% | 0.28% |
| Only in RNRG | Only in SMOG |
|---|---|
| EDP RENEWABLES SA 5.88% | Iberdrola Sa 8.72% |
| BARITO RENEWABLES ENERGY TBK 5.72% | Tesla Inc 8.08% |
| ENLIGHT RENEWABLE ENERGY LTD 5.32% | Bloom Energy Corp 7.57% |
| ENGIE BRASIL ENERGIA SA 4.83% | Nextera Energy Inc 7.04% |
| BROOKFIELD RENEWABLE PARTNER 4.37% | Enel Spa 6.41% |
| CHINA POWER INTERNATIONAL 3.05% | Vestas Wind Systems A/S 5.77% |
| ENERGIX-RENEWABLE ENERGIES 2.87% | Byd Co Ltd 5.40% |
| CLEARWAY ENERGY INC-C 2.76% | Samsung Sdi Co Ltd 5.14% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 17, 2026 and Sep 18, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| RNRG | SMOG | RNRG | SMOG | RNRG | SMOG | |
| 3 months | −6.8% | −7.7% | −9.1 pts | −9.9 pts | −4.3 pts | −5.2 pts |
| 6 months | −5.5% | +3.1% | −23.5 pts | −14.9 pts | −29.7 pts | −21.1 pts |
| 1 year | +9.7% | +11.5% | −6.9 pts | −5.0 pts | −12.1 pts | −10.2 pts |
| 3 years | +8.1% | +29.0% | −70.3 pts | −49.4 pts | −90.1 pts | −69.2 pts |
| Since launch | −0.4% | +112.2% | −334.0 pts | −691.3 pts | −609.3 pts | −1578.0 pts |
| RNRG Global X Renewable Energy Producers ETF Holds 43 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, 18% of its weight in S&P 500 companies | |
|---|---|---|
| Issuer | Global X | VanEck |
| Theme | Clean energy | Clean energy |
| In the S&P 500 | 0.0% | 18.2% |
| Active share vs the S&P 500 | 100.0% | 97.8% |
| In the Nasdaq-100 | 0.0% | 8.1% |
| Holdings | 43 | 55 |
| Top ten, share of the fund | 54.6% | 60.1% |
| Expense ratio | 0.65% | 0.64% |
| Fee for the differing part | 0.65% | 0.65% |
| Total return, 1 year | +9.7% | +11.5% |
| vs the S&P 500 | −6.9 pts | −5.0 pts |
| vs the Nasdaq-100 | −12.1 pts | −10.2 pts |
| Below its high | −40.1% | −23.9% |
| Net assets | $24m | $133m |
RNRG in plain words
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 55% of the fund across 43 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +9.7% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 6.9 pts. It sits 40.1% below its all-time high of Jan 7, 2021.
SMOG in plain words
By weight, 18% 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 60% of the fund across 55 positions, as published by its issuer for Sep 17, 2026. Over the year to Sep 18, 2026 the fund returned +11.5% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 5.0 pts. It sits 23.9% below its all-time high of Jan 22, 2021.
Questions people ask
- Do RNRG and SMOG hold the same stocks?
- By their latest filings, 8% of their books are the same securities at the same weight, which is mostly different names. 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 18%, 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
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, RNRG against SMOG, data as of Sep 18, 2026. https://etfiq.com/compare/themes/rnrg-vs-smog Free to use with attribution; the underlying files are at Open data.