SMOGvsICLNETF Comparison
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VanEck Low Carbon Energy ETF (SMOG) and iShares Global Clean Energy ETF (ICLN) belong to the same industry segment: Alternative Energy. SMOG's top 3 sector exposures are Utilities, Industrials and Consumer Discretionary. In contrast, ICLN's top sector exposures are Utilities, Industrials and Information Technology. SMOG is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.39% for ICLN. SMOG is up 10.64% year-to-date (YTD) with +$47K in YTD flows. ICLN performs better with 25.82% YTD performance, and +$646M in YTD flows. Run a side-by-side ETF comparison of SMOG and ICLN 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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SMOG vs ICLN performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMOG ICLN | -8.45%-4.75% | +3.38%+11.51% | +10.64%+25.82% | +29.62%+58.65% | +23.46%+15.08% | +0.13%-2.12% |
| Flows | SMOG ICLN | -+$357M | +$47K+$623M | +$47K+$646M | -$12M+$765M | -$74M-$979M | -$107M-$1.35B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOG ICLN | +26.05%+33.73% | +20.60%+26.41% | +21.47%+23.64% | +24.39%+25.96% |
| Max drawdown | SMOG ICLN | -11.10%-15.98% | -11.10%-15.98% | -28.41%-42.62% | -47.31%-56.66% |
| Max drawdown duration | SMOG ICLN | 31d9d | 31d9d | 787d924d | 1683d1683d |
Trading data
SMOG | ICLN | |
Last sale 6/12/2026 at 1:30 PM | $145.41 | $20.94 |
| Previous close 06/11/2026 | $144.20 | $20.74 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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SMOG | ICLN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
SMOG | ICLN | |
|---|---|---|
| Last price | $145.41 | $20.94 |
| 1D performance | +0.84% | +0.96% |
| AuM | $141.07 M | $3.00 B |
| E/R | 0.64% | 0.39% |
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Exposure
Countries
SMOG
USA
47.41%
Republic of Korea
8.9%
Spain
8.72%
China
8.06%
Denmark
7.23%
Other
19.68%
ICLN
USA
43.27%
China
20.36%
Other
36.38%
Sectors
SMOG
Utilities
30.55%
Industrials
24.19%
Consumer Discreti.
17.41%
Information Techn.
10.85%
Other
17%
ICLN
Utilities
34.36%
Industrials
33.07%
Information Techn.
17.31%
Other
15.26%
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Diversification
SMOG
Total weight of top 15 holdings out of 15
68.42%
ICLN
Total weight of top 15 holdings out of 15
60.6%
Top 15 holdings
Data as of April 30, 2026
SMOG
BLOOM ENERGY CORP
9.07%
NEXTERA ENERGY
7.49%
TESLA
6.67%
IBERDROLA SA
6.65%
ENEL GLOBAL TRADING
6.10%
BYD
5.96%
SAMSUNG SDI
5.49%
VESTAS WIND SYSTEMS
4.71%
US15234Q2075
2.83%
FIRST SOLAR
2.69%
RIVIAN AUTOMOTIVE
2.37%
US62914V1061
2.14%
KINGSPAN GROUP
2.12%
ORSTED
2.08%
US65290E1010
2.05%
ICLN
BLOOM ENERGY CORP
13.73%
US65290E1010
7.28%
FIRST SOLAR
7.15%
YANGTZE POWER
5.89%
VESTAS WIND SYSTEMS
3.35%
PLUG POWER
3.28%
ENPHASE ENERGY
3.24%
EQUATORIAL ENERGIA
2.87%
SUZLON ENERGY
2.36%
ENERGIAS DE PORTUGAL
2.33%
CHUBU ELECTRIC POWER
2.01%
SOLAREDGE TECH/D
1.93%
CLEARWAY ENERGY INC
1.88%
ORSTED
1.84%
ENLIGHT RENEWABLE ENERGY
1.47%
Frequently asked questions about SMOG and ICLN
How have the SMOG and ICLN ETFs performed in 2026?
As of June 11, 2026, SMOG is up 10.64% year-to-date (YTD), while ICLN has returned 25.82%. That puts ICLN better performer ahead so far this year.
Which ETF is attracting more investor money: SMOG or ICLN?
Year-to-date, the SMOG ETF saw +$47K in flows, compared to +$646M for ICLN.
Which ETF is more volatile: SMOG or ICLN?
Over the past year, SMOG had a volatility of 20.6%, while ICLN experienced 26.41%.
Which ETF is bigger: SMOG or ICLN?
As of June 11, 2026, SMOG holds $141.07 M in assets under management (AUM), while ICLN manages $3.00 B.
What sectors do the SMOG and ICLN ETFs invest in?
SMOG leans toward sectors like Utilities, Industrials and Consumer Discretionary. Meanwhile, ICLN focuses on Utilities, Industrials and Information Technology.
What are the top holdings of the SMOG ETF and ICLN ETF?
SMOG top holdings include BLOOM ENERGY CORP, NEXTERA ENERGY and TESLA. ICLN holds in its top three: BLOOM ENERGY CORP, US65290E1010 and FIRST SOLAR.
Which ETF is more diversified: SMOG or ICLN?
SMOG holds 58 securities with 68.42% of its assets in the top 15. ICLN has 105 securities and a top 15 weight of 60.6%.
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