Data as of .
SMOG vs VCLN: which is really different?
SMOG and VCLN hold 27% of their weight in the same names, and VCLN returned more over the year.
ETFIQ Off-Index Score: VCLN 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
27% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, SMOG and VCLN hold 27% of their money in the same securities at the same weight.
| Holding | SMOG | VCLN |
|---|---|---|
| Bloom Energy Corp | 6.10% | 9.30% |
| Iberdrola Sa | 8.25% | 3.65% |
| Vestas Wind Systems A/S | 4.89% | 3.60% |
| First Solar Inc | 2.94% | 6.48% |
| Nextera Energy Inc | 7.03% | 2.10% |
| Orsted As | 1.96% | 2.43% |
| Nextpower Inc | 1.51% | 7.04% |
| Edp Renovaveis Sa | 0.91% | 1.23% |
| Ormat Technologies Inc | 0.91% | 1.81% |
| Enphase Energy Inc | 0.66% | 3.14% |
| Xinyi Solar Holdings Ltd | 0.29% | 1.64% |
| China Longyuan Power Group Corp Ltd | 0.28% | 1.12% |
| Only in SMOG | Only in VCLN |
|---|---|
| Tesla Inc 8.17% | CHINA YANGTZE POWER CO LTD 5.55% |
| Enel Spa 6.57% | CLEARWAY ENERGY INC 4.10% |
| Byd Co Ltd 5.64% | PLUG POWER INC 3.34% |
| Samsung Sdi Co Ltd 4.22% | EDP SA 3.00% |
| Axia Energia Sa 3.48% | CERES POWER HOLDINGS PLC 2.91% |
| Rivian Automotive Inc 2.98% | PRYSMIAN SPA 2.80% |
| Kingspan Group Plc 2.96% | MAIRE SPA 2.66% |
| Contemporary Amperex Technology Co Ltd 2.13% | FORTUM OYJ 2.40% |
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 Apr 30, 2026 and Sep 18, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| SMOG | VCLN | SMOG | VCLN | SMOG | VCLN | |
| 3 months | −7.7% | −14.7% | −9.9 pts | −16.9 pts | −5.2 pts | −12.2 pts |
| 6 months | +3.1% | +2.3% | −14.9 pts | −15.8 pts | −21.1 pts | −22.0 pts |
| 1 year | +11.5% | +23.6% | −5.0 pts | +7.1 pts | −10.2 pts | +1.9 pts |
| 3 years | +29.0% | +59.4% | −49.4 pts | −19.0 pts | −69.2 pts | −38.8 pts |
| Since launch | +112.2% | +14.2% | −691.3 pts | −72.0 pts | −1578.0 pts | −88.2 pts |
| SMOG VanEck Low Carbon Energy ETF Holds 55 stocks in clean energy, 18% of its weight in S&P 500 companies | VCLN Virtus Duff & Phelps Clean Energy ETF Holds 41 stocks in clean energy, 14% of its weight in S&P 500 companies | |
|---|---|---|
| Issuer | VanEck | Virtus |
| Theme | Clean energy | Clean energy |
| In the S&P 500 | 18.2% | 14.1% |
| Active share vs the S&P 500 | 97.8% | 98.9% |
| In the Nasdaq-100 | 8.1% | 1.7% |
| Holdings | 55 | 41 |
| Top ten, share of the fund | 60.1% | 49.2% |
| Expense ratio | 0.64% | 0.59% |
| Fee for the differing part | 0.65% | 0.60% |
| Total return, 1 year | +11.5% | +23.6% |
| vs the S&P 500 | −5.0 pts | +7.1 pts |
| vs the Nasdaq-100 | −10.2 pts | +1.9 pts |
| Below its high | −23.9% | −22.6% |
| Net assets | $131m | $6m |
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 18, 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.
VCLN in plain words
By weight, 14% 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 41 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +23.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 7.1 pts. It sits 22.6% below its all-time high of Jun 2, 2026.
Questions people ask
- Do SMOG and VCLN hold the same stocks?
- By their latest filings, 27% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
- Which is more different from the S&P 500, SMOG or VCLN?
- SMOG has 18% of its weight in S&P 500 names and VCLN has 14%, so VCLN differs more from the index.
- Which is cheaper, SMOG or VCLN?
- SMOG charges 0.64% a year and VCLN charges 0.59%, so VCLN 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, SMOG against VCLN, data as of Sep 18, 2026. https://etfiq.com/compare/themes/smog-vs-vcln Free to use with attribution; the underlying files are at Open data.