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 up 3.71% year-to-date (YTD) with +$10M in YTD flows. NLR performs worse with -11.17% YTD performance, and +$976M 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 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CNRG NLR | -15.42%-6.03% | -8.95%-25.06% | +3.71%-11.17% | +38.46%-4.97% | +15.84%+99.66% | +3.33%+136.02% |
| Flows | CNRG NLR | -$5M-$79M | +$4M+$38M | +$10M+$976M | +$16M+$2.57B | -$104M+$4.09B | -$73M+$4.13B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CNRG NLR | +45.51%+37.84% | +39.38%+38.09% | +35.17%+31.73% | +34.68%+26.94% |
| Max drawdown | CNRG NLR | -26.64%-29.50% | -26.64%-35.69% | -46.60%-35.69% | -59.07%-35.69% |
| Max drawdown duration | CNRG NLR | 55d82d | 55d180d | 781d180d | 1645d180d |
Trading data
CNRG | NLR | |
Last sale 7/27/2026 at 1:30 PM | $92.68 | $109.76 |
| Previous close 07/27/2026 | $92.04 | $108.10 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 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 7/27/2026 at 1:30 PM
Live
Closed
CNRG | NLR | |
|---|---|---|
| Last price | $92.68 | $109.76 |
| 1D performance | +0.69% | +1.54% |
| AuM | $201.53 M | $3.91 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
72.35%
Canada
7.74%
Other
19.91%
NLR
USA
51.95%
Canada
19.17%
Australia
7.33%
Other
21.56%
Sectors
CNRG
Industrials
48.94%
Utilities
27.6%
Non-Energy Materi.
10.65%
Other
12.81%
NLR
Energy
39.99%
Utilities
30.17%
Industrials
25.07%
Other
4.77%
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Diversification
CNRG
Total weight of top 15 holdings out of 15
46.7%
NLR
Total weight of top 15 holdings out of 15
82.89%
Top 15 holdings
Data as of June 30, 2026
CNRG
FuelCell Energy, Inc.
5.63%
GE Vernova, Inc.
3.44%
Bloom Energy Corp.
3.28%
T1 Energy, Inc.
3.11%
Generac Holdings, Inc.
3.11%
Corning, Inc.
3.05%
Arcosa, Inc.
3.00%
Sunrun, Inc.
2.85%
TransAlta Corp.
2.83%
Energy Vault Holdings, Inc.
2.76%
AXIA Energia SA
2.75%
Array Technologies, Inc.
2.75%
Ameresco, Inc.
2.71%
Shoals Technologies Group, Inc.
2.71%
SolarEdge Technologies, Inc.
2.71%
NLR
Cameco Corp.
8.45%
Constellation Energy Corp.
8.31%
Public Service Enterprise Group, Inc.
7.12%
BWX Technologies, Inc.
6.52%
Fortum Oyj
5.61%
Oklo, Inc.
5.21%
NexGen Energy Ltd.
5.07%
Uranium Energy Corp.
5.02%
NuScale Power Corp.
4.82%
Denison Mines Corp.
4.81%
Centrus Energy Corp.
4.77%
Energy Fuels, Inc.
4.65%
National Atomic Company Kazatomprom JSC
4.33%
Paladin Energy Ltd.
4.28%
CGN Power Co., Ltd.
3.92%
Frequently asked questions about CNRG and NLR
How have the CNRG and NLR ETFs performed in 2026?
As of July 27, 2026, CNRG is up 3.71% year-to-date (YTD), while NLR has lost -11.17%. 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 +$10M in flows, compared to +$976M for NLR.
Which ETF is more volatile: CNRG or NLR?
Over the past year, CNRG had a volatility of 39.38%, while NLR experienced 38.09%.
Which ETF is bigger: CNRG or NLR?
As of July 27, 2026, CNRG holds $201.53 M in assets under management (AUM), while NLR manages $3.91 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., GE Vernova, Inc. and Bloom Energy Corp.. NLR holds in its top three: Cameco Corp., Constellation Energy Corp. and Public Service Enterprise Group, Inc..
Which ETF is more diversified: CNRG or NLR?
CNRG holds 40 securities with 46.7% of its assets in the top 15. NLR has 25 securities and a top 15 weight of 82.89%.
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