# SMOG (VanEck Low Carbon Energy ETF)

VanEck · Thematic ETFs · data as of Sep 11, 2026

SMOG holds 56 stocks, and 82% of its weight is outside the S&P 500.

## Key facts

- SMOG, already in the S&P 500: 18.0%, as of Sep 11, 2026.
- SMOG, active share vs the S&P 500: 97.8%, as of Sep 11, 2026.
- SMOG, top ten holdings: 59.0%, as of Sep 11, 2026.
- SMOG, total return, 1 year: +17.6%, as of Sep 11, 2026.
- SMOG, net assets: $133m (the issuer daily holdings, added up, as of Sep 10, 2026).
- SMOG, expense ratio: 0.64% (485BPOS XBRL, Apr 29, 2026).

## SMOG over each window to Sep 11, 2026

| Window | Total return | S&P 500 | Gap to S&P 500 | Gap to Nasdaq-100 |
| --- | --- | --- | --- | --- |
| 3 months | −4.2% | +3.3% | −7.5 pts | −3.5 pts |
| 6 months | +2.6% | +16.0% | −13.4 pts | −18.1 pts |
| 1 year | +17.6% | +17.5% | +0.1 pts | −5.3 pts |
| 3 years | +29.4% | +77.9% | −48.5 pts | −65.7 pts |
| Since launch | +116.5% | +804.4% | −687.9 pts | −1557.4 pts |

## Every published field

| Field | Value | Source |
| --- | --- | --- |
| Theme | Clean energy | ETFIQ, editorial |
| Launched | Jan 4, 2010 | ETFIQ |
| Already in the S&P 500, by weight | 18.0% | ETFIQ |
| Active share vs the S&P 500 | 97.8% | ETFIQ |
| Already in the Nasdaq-100, by weight | 7.9% | ETFIQ |
| Active share vs the Nasdaq-100 | 96.5% | ETFIQ |
| Top ten holdings weight | 59.0% | ETFIQ |
| Holdings | 56 | ETFIQ |
| Holdings as of | Sep 10, 2026 | the issuer’s daily file |
| Top holdings | Iberdrola Sa 8.5%, Tesla Inc 7.9%, Nextera Energy Inc 7.0%, Bloom Energy Corp 6.9%, Enel Spa 6.3%, Vestas Wind Systems A/S 5.8%, Samsung Sdi Co Ltd 5.2%, Byd Co Ltd 5.2%, Kingspan Group Plc 3.1%, First Solar Inc 3.1% | ETFIQ |
| Net assets | $133m | the issuer daily holdings, added up, as of Sep 10, 2026 |
| Below its all-time high | −22.4% | ETFIQ |
| Expense ratio | 0.64% | 485BPOS XBRL, Apr 29, 2026 |
| Fee for the part that differs from the S&P 500, active expense ratio | 0.65% | ETFIQ |
| Closest funds by holdings overlap | VCLN 26%, CTEC 26%, BATT 26%, QCLN 25%, PBD 21% | ETFIQ |

## Questions

### How much of SMOG is in S&P 500 companies?

By its holdings published by its issuer for Sep 10, 2026, 18% of SMOG by weight is stocks the S&P 500 already holds. Its active share against the index is 98%, so that share is the part doing something different.

### What does SMOG hold?

56 positions as published by its issuer for Sep 10, 2026, with the top ten at 59% of the fund. The largest are Iberdrola Sa at 8.5%, Tesla Inc at 7.9%, Nextera Energy Inc at 7.0%.

### Has SMOG beaten the S&P 500?

Over the year to Sep 11, 2026 SMOG returned +17.6% with distributions reinvested, against +17.5% for the S&P 500, so it finished about even with the index by 0.1 points.

### What does SMOG cost?

The prospectus expense ratio is 0.64% a year. Because 98% of the fund differs from the S&P 500, the fee on that differing part works out at 0.65%.


## Cite this page

ETFIQ, SMOG, data as of Sep 11, 2026. https://etfiq.com/funds/smog
Free to use with attribution; the underlying files are at https://etfiq.com/data/.

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