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 Cyclicals. In contrast, ICLN's top sector exposures are Industrials, Utilities and Technology. SMOG is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.38% for ICLN. SMOG is up 4.23% year-to-date (YTD) with -$3M in YTD flows. ICLN performs worse with 1.63% YTD performance, and +$281M 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 11/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMOG ICLN | -0.53%-4.03% | -3.17%-10.07% | +4.23%+1.63% | +2.56%-2.10% | +40.26%+28.56% | -18.49%-27.67% |
| Flows | SMOG ICLN | --$66M | -+$1M | -$3M+$281M | -$7M+$328M | -$56M-$735M | -$103M-$2.08B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOG ICLN | +18.25%+23.63% | +21.80%+29.57% | +21.36%+24.58% | +24.50%+26.62% |
| Max drawdown | SMOG ICLN | -9.39%-17.02% | -17.86%-35.05% | -19.34%-35.05% | -46.61%-55.49% |
| Max drawdown duration | SMOG ICLN | 84d92d | 177d155d | 226d155d | 1822d1660d |
Trading data
SMOG | ICLN | |
Last sale 11/5/2026 at 2:30 PM | $130.01 | $16.14 |
| Previous close 11/04/2026 | $134.70 | $16.60 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 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 11/5/2026 at 2:30 PM
Live
Closed
SMOG | ICLN | |
|---|---|---|
| Last price | $130.01 | $16.14 |
| 1D performance | -3.48% | -2.77% |
| AuM | $129.51 M | $2.11 B |
| E/R | 0.64% | 0.38% |
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Exposure
Countries
SMOG
USA
35.54%
China
12.21%
Spain
10.6%
Republic of Korea
7.69%
Denmark
7.06%
Other
26.9%
ICLN
USA
36.42%
China
22.2%
Brazil
7.14%
Other
34.24%
Sectors
SMOG
Utilities
38.27%
Industrials
31.21%
Consumer Cyclical.
20.77%
Other
9.75%
ICLN
Industrials
50.27%
Utilities
40.88%
Other
8.84%
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Diversification
SMOG
Total weight of top 15 holdings out of 15
69.22%
ICLN
Total weight of top 15 holdings out of 15
60.06%
Top 15 holdings
Data as of September 30, 2026
SMOG
Iberdrola SA
8.47%
Tesla, Inc.
8.09%
Bloom Energy Corp.
6.84%
NextEra Energy, Inc.
6.78%
Enel SpA
6.61%
BYD Co., Ltd.
5.32%
Vestas Wind Systems A/S
4.61%
Samsung SDI Co., Ltd.
4.18%
AXIA Energia SA
3.59%
Kingspan Group Plc
3.17%
Rivian Automotive, Inc.
3.05%
First Solar, Inc.
2.72%
Contemporary Amperex Technology Co., Ltd.
2.02%
Ørsted A/S
1.98%
LG Energy Solution Ltd.
1.77%
ICLN
Bloom Energy Corp.
9.71%
China Yangtze Power Co., Ltd.
8.05%
First Solar, Inc.
6.96%
Nextpower, Inc.
6.33%
Enphase Energy, Inc.
4.20%
Vestas Wind Systems A/S
4.18%
Equatorial SA
3.54%
EDP SA
3.01%
Plug Power, Inc.
2.61%
Chubu Electric Power Co., Inc.
2.61%
SolarEdge Technologies, Inc.
1.87%
Enlight Renewable Energy Ltd.
1.87%
Clearway Energy, Inc.
1.84%
Suzlon Energy Ltd.
1.74%
Ørsted A/S
1.56%
Frequently asked questions about SMOG and ICLN
How have the SMOG and ICLN ETFs performed in 2026?
As of November 4, 2026, SMOG is up 4.23% year-to-date (YTD), while ICLN has returned 1.63%. That puts SMOG better performer ahead so far this year.
Which ETF is attracting more investor money: SMOG or ICLN?
Year-to-date, the SMOG ETF saw -$3M in flows, compared to +$281M for ICLN.
Which ETF is more volatile: SMOG or ICLN?
Over the past year, SMOG had a volatility of 21.8%, while ICLN experienced 29.57%.
Which ETF is bigger: SMOG or ICLN?
As of November 4, 2026, SMOG holds $129.51 M in assets under management (AUM), while ICLN manages $2.11 B.
What sectors do the SMOG and ICLN ETFs invest in?
SMOG leans toward sectors like Utilities, Industrials and Consumer Cyclicals. Meanwhile, ICLN focuses on Industrials and Utilities.
What are the top holdings of the SMOG ETF and ICLN ETF?
SMOG top holdings include Iberdrola SA, Tesla, Inc. and Bloom Energy Corp.. ICLN holds in its top three: Bloom Energy Corp., China Yangtze Power Co., Ltd. and First Solar, Inc..
Which ETF is more diversified: SMOG or ICLN?
SMOG holds 55 securities with 69.22% of its assets in the top 15. ICLN has 103 securities and a top 15 weight of 60.06%.
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