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 5.31% year-to-date (YTD) with -$3M in YTD flows. ICLN performs better with 7.16% YTD performance, and +$158M 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 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMOG ICLN | -1.30%-0.85% | -7.84%-17.03% | +5.31%+7.16% | +11.53%+17.66% | +27.24%+18.76% | -3.77%-14.49% |
| Flows | SMOG ICLN | --$31M | -$4M-$479M | -$3M+$158M | -$10M+$284M | -$66M-$1.10B | -$103M-$1.99B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOG ICLN | +22.31%+30.65% | +21.83%+29.06% | +21.68%+24.60% | +24.59%+26.59% |
| Max drawdown | SMOG ICLN | -12.72%-21.80% | -16.90%-28.47% | -19.34%-31.13% | -47.31%-56.66% |
| Max drawdown duration | SMOG ICLN | 88d88d | 130d108d | 226d631d | 1782d1782d |
Trading data
SMOG | ICLN | |
Last sale 9/18/2026 at 1:30 PM | $136.47 | $17.56 |
| Previous close 09/17/2026 | $137.87 | $17.73 |
| Consolidated volume 09/17/2026 | ||
| 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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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 9/18/2026 at 1:30 PM
Live
Closed
SMOG | ICLN | |
|---|---|---|
| Last price | $136.47 | $17.56 |
| 1D performance | -1.02% | -0.96% |
| AuM | $130.85 M | $2.10 B |
| E/R | 0.64% | 0.38% |
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Exposure
Countries
SMOG
USA
35.01%
China
15.08%
Spain
11.19%
Denmark
7.43%
Italy
7.3%
Other
23.99%
ICLN
USA
36.76%
China
22.42%
Other
40.81%
Sectors
SMOG
Utilities
39.11%
Industrials
30.46%
Consumer Cyclical.
21.43%
Other
9.01%
ICLN
Industrials
48.56%
Utilities
41.75%
Technology
7.31%
Other
2.39%
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Diversification
SMOG
Total weight of top 15 holdings out of 15
68%
ICLN
Total weight of top 15 holdings out of 15
59.72%
Top 15 holdings
Data as of July 31, 2026
SMOG
Iberdrola SA
8.77%
NextEra Energy, Inc.
7.62%
Enel SpA
7.03%
Tesla, Inc.
6.83%
BYD Co., Ltd.
6.32%
Bloom Energy Corp.
5.60%
Vestas Wind Systems A/S
4.85%
Samsung SDI Co., Ltd.
3.36%
First Solar, Inc.
3.13%
Rivian Automotive, Inc.
2.94%
Contemporary Amperex Technology Co., Ltd.
2.85%
Kingspan Group Plc
2.42%
AXIA Energia SA
2.36%
Ørsted A/S
2.08%
Nextpower, Inc.
1.85%
ICLN
China Yangtze Power Co., Ltd.
7.92%
First Solar, Inc.
7.85%
Nextpower, Inc.
7.54%
Bloom Energy Corp.
6.96%
Enphase Energy, Inc.
4.56%
Vestas Wind Systems A/S
3.65%
Equatorial SA
3.30%
Plug Power, Inc.
2.70%
EDP SA
2.68%
Chubu Electric Power Co., Inc.
2.46%
SolarEdge Technologies, Inc.
2.35%
Enlight Renewable Energy Ltd.
2.22%
Suzlon Energy Ltd.
2.00%
Clearway Energy, Inc.
1.91%
Ørsted A/S
1.62%
Frequently asked questions about SMOG and ICLN
How have the SMOG and ICLN ETFs performed in 2026?
As of September 18, 2026, SMOG is up 5.31% year-to-date (YTD), while ICLN has returned 7.16%. 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 -$3M in flows, compared to +$158M for ICLN.
Which ETF is more volatile: SMOG or ICLN?
Over the past year, SMOG had a volatility of 21.83%, while ICLN experienced 29.06%.
Which ETF is bigger: SMOG or ICLN?
As of September 18, 2026, SMOG holds $130.85 M in assets under management (AUM), while ICLN manages $2.10 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, Utilities and Technology.
What are the top holdings of the SMOG ETF and ICLN ETF?
SMOG top holdings include Iberdrola SA, NextEra Energy, Inc. and Enel SpA. ICLN holds in its top three: China Yangtze Power Co., Ltd., First Solar, Inc. and Nextpower, Inc..
Which ETF is more diversified: SMOG or ICLN?
SMOG holds 56 securities with 68% of its assets in the top 15. ICLN has 104 securities and a top 15 weight of 59.72%.
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