CNRGvsNLRETF Comparison
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State Street SPDR S&P Kensho Clean Power ETF (CNRG) and VanEck Uranium+Nuclear Energy ETF (NLR) belong to the same industry segment: Alternative Energy. CNRG's top 3 sector exposures are Industrials, Utilities and Non-Energy Materials. In contrast, NLR's top sector exposures are Energy, Utilities and Industrials. CNRG is less expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.52% for NLR. CNRG is down -3.52% year-to-date (YTD) with +$7M in YTD flows. NLR performs worse with -11.21% YTD performance, and +$876M in YTD flows. Run a side-by-side ETF comparison of CNRG and NLR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CNRG vs NLR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CNRG NLR | -10.29%-7.11% | -22.04%-12.87% | -3.52%-11.21% | +12.35%-12.64% | +19.63%+69.16% | -5.30%+122.69% |
| Flows | CNRG NLR | -$3M-$43M | -$9M-$221M | +$7M+$876M | +$12M+$2.07B | -$102M+$3.97B | -$78M+$4.03B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CNRG NLR | +39.75%+36.88% | +40.74%+39.36% | +35.76%+32.66% | +35.05%+27.70% |
| Max drawdown | CNRG NLR | -25.48%-19.34% | -31.54%-36.67% | -39.83%-36.67% | -59.07%-36.67% |
| Max drawdown duration | CNRG NLR | 84d85d | 104d229d | 707d229d | 1645d229d |
Trading data
CNRG | NLR | |
Last sale 9/15/2026 at 1:30 PM | $85.37 | $108.32 |
| Previous close 09/14/2026 | $86.21 | $109.47 |
| Consolidated volume 09/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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CNRG | NLR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/15/2026 at 1:30 PM
Live
Closed
CNRG | NLR | |
|---|---|---|
| Last price | $85.37 | $108.32 |
| 1D performance | -0.98% | -1.05% |
| AuM | $184.90 M | $3.82 B |
| E/R | 0.45% | 0.52% |
Characteristics
CNRG | NLR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | VanEck |
| Benchmark | S&P Kensho Clean Power Index | MVIS Global Uranium & Nuclear Energy Index |
| N° of holdings | 40 | 25 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 22, 2018 | August 13, 2007 |
| ESG | Yes | No |
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Exposure
Countries
CNRG
USA
69.34%
Canada
8.25%
Other
22.42%
NLR
USA
51.08%
Canada
18.8%
Australia
7.41%
Other
22.71%
Sectors
CNRG
Industrials
43.9%
Utilities
32.93%
Non-Energy Materi.
10.79%
Other
12.38%
NLR
Energy
39.26%
Utilities
31.2%
Industrials
23.85%
Other
5.69%
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Diversification
CNRG
Total weight of top 15 holdings out of 15
48.96%
NLR
Total weight of top 15 holdings out of 15
83.33%
Top 15 holdings
Data as of July 31, 2026
CNRG
FuelCell Energy, Inc.
4.21%
Arcosa, Inc.
3.73%
GE Vernova, Inc.
3.60%
Constellation Energy Corp.
3.43%
AXIA Energia SA
3.40%
Companhia Energética de Minas Gerais SA
3.38%
NextEra Energy, Inc.
3.23%
TransAlta Corp.
3.19%
The AES Corp.
3.17%
Canadian Solar, Inc.
3.13%
Avista Corp.
3.02%
Shoals Technologies Group, Inc.
2.99%
Enlight Renewable Energy Ltd.
2.97%
Bloom Energy Corp.
2.78%
JinkoSolar Holding Co., Ltd.
2.74%
NLR
Constellation Energy Corp.
9.13%
Cameco Corp.
7.79%
Public Service Enterprise Group, Inc.
7.24%
BWX Technologies, Inc.
6.17%
Fortum Oyj
5.91%
Centrus Energy Corp.
5.69%
NexGen Energy Ltd.
5.27%
Uranium Energy Corp.
4.88%
Denison Mines Corp.
4.87%
Paladin Energy Ltd.
4.61%
CGN Power Co., Ltd.
4.53%
National Atomic Company Kazatomprom JSC
4.45%
Oklo, Inc.
4.39%
NuScale Power Corp.
4.37%
Energy Fuels, Inc.
4.04%
Frequently asked questions about CNRG and NLR
How have the CNRG and NLR ETFs performed in 2026?
As of September 14, 2026, CNRG is down -3.52% year-to-date (YTD), while NLR has lost -11.21%. That puts CNRG better performer ahead so far this year.
Which ETF is attracting more investor money: CNRG or NLR?
Year-to-date, the CNRG ETF saw +$7M in flows, compared to +$876M for NLR.
Which ETF is more volatile: CNRG or NLR?
Over the past year, CNRG had a volatility of 40.74%, while NLR experienced 39.36%.
Which ETF is bigger: CNRG or NLR?
As of September 14, 2026, CNRG holds $184.90 M in assets under management (AUM), while NLR manages $3.82 B.
What sectors do the CNRG and NLR ETFs invest in?
CNRG leans toward sectors like Industrials, Utilities and Non-Energy Materials. Meanwhile, NLR focuses on Energy, Utilities and Industrials.
What are the top holdings of the CNRG ETF and NLR ETF?
CNRG top holdings include FuelCell Energy, Inc., Arcosa, Inc. and GE Vernova, Inc.. NLR holds in its top three: Constellation Energy Corp., Cameco Corp. and Public Service Enterprise Group, Inc..
Which ETF is more diversified: CNRG or NLR?
CNRG holds 40 securities with 48.96% of its assets in the top 15. NLR has 25 securities and a top 15 weight of 83.33%.
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