SMOGvsURNMETF Comparison
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VanEck Low Carbon Energy ETF (SMOG) and Sprott Uranium Miners ETF (URNM) belong to the same industry segment: Alternative Energy. SMOG's top 3 sector exposures are Utilities, Industrials and Consumer Cyclicals. In contrast, URNM's top sector exposures are Energy, Non-Corporate and Industrials. SMOG is less expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.75% for URNM. SMOG is up 5.31% year-to-date (YTD) with -$3M in YTD flows. URNM performs worse with -7.06% YTD performance, and +$409M in YTD flows. Run a side-by-side ETF comparison of SMOG and URNM 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 URNM 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 URNM | -1.30%-7.83% | -7.84%-10.93% | +5.31%-7.06% | +11.53%-4.83% | +27.24%+25.16% | -3.77%+34.06% |
| Flows | SMOG URNM | -+$55M | -$4M+$110M | -$3M+$409M | -$10M+$376M | -$66M+$570M | -$103M+$1.09B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOG URNM | +22.31%+39.16% | +21.83%+43.50% | +21.68%+37.24% | +24.59%+39.97% |
| Max drawdown | SMOG URNM | -12.72%-17.93% | -16.90%-42.35% | -19.34%-50.18% | -47.31%-50.18% |
| Max drawdown duration | SMOG URNM | 88d60d | 130d232d | 226d485d | 1782d485d |
Trading data
SMOG | URNM | |
Last sale 9/18/2026 at 1:30 PM | $136.47 | $50.32 |
| Previous close 09/17/2026 | $137.87 | $51.31 |
| 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 | URNM | |
|---|---|---|
| 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 | URNM | |
|---|---|---|
| Last price | $136.47 | $50.32 |
| 1D performance | -1.02% | -1.93% |
| AuM | $130.85 M | $1.94 B |
| E/R | 0.64% | 0.75% |
Characteristics
SMOG | URNM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | VanEck | Sprott ETFs |
| Benchmark | MVIS Global Low Carbon Energy Index | North Shore Global Uranium Mining Index |
| N° of holdings | 56 | 25 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 3, 2007 | November 29, 2019 |
| ESG | Yes | No |
Exposure
Countries
SMOG
USA
35.01%
China
15.08%
Spain
11.19%
Denmark
7.43%
Italy
7.3%
Other
23.99%
URNM
Canada
57.74%
Australia
15.55%
USA
12.92%
Other
13.79%
Sectors
SMOG
Utilities
39.11%
Industrials
30.46%
Consumer Cyclical.
21.43%
Other
9.01%
URNM
Energy
75.4%
Non-Corporate
14.5%
Industrials
8.62%
Other
1.48%
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Diversification
SMOG
Total weight of top 15 holdings out of 15
68%
URNM
Total weight of top 15 holdings out of 15
92.27%
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%
URNM
Cameco Corp.
19.40%
Sprott Physical Uranium Trust
14.50%
NexGen Energy Ltd.
12.73%
Denison Mines Corp.
5.06%
National Atomic Company Kazatomprom JSC
4.82%
Paladin Energy Ltd.
4.62%
Deep Yellow Ltd.
4.54%
CGN Mining Co. Ltd.
4.32%
Yellow Cake Plc
4.30%
Uranium Energy Corp.
4.14%
Energy Fuels, Inc.
4.14%
Ur-Energy, Inc.
2.78%
Bannerman Energy Ltd.
2.57%
IsoEnergy Ltd.
2.24%
Boss Energy Ltd.
2.11%
Frequently asked questions about SMOG and URNM
How have the SMOG and URNM ETFs performed in 2026?
As of September 18, 2026, SMOG is up 5.31% year-to-date (YTD), while URNM has lost -7.06%. That puts SMOG better performer ahead so far this year.
Which ETF is attracting more investor money: SMOG or URNM?
Year-to-date, the SMOG ETF saw -$3M in flows, compared to +$409M for URNM.
Which ETF is more volatile: SMOG or URNM?
Over the past year, SMOG had a volatility of 21.83%, while URNM experienced 43.5%.
Which ETF is bigger: SMOG or URNM?
As of September 18, 2026, SMOG holds $130.85 M in assets under management (AUM), while URNM manages $1.94 B.
What sectors do the SMOG and URNM ETFs invest in?
SMOG leans toward sectors like Utilities, Industrials and Consumer Cyclicals. Meanwhile, URNM focuses on Energy, Non-Corporate and Industrials.
What are the top holdings of the SMOG ETF and URNM ETF?
SMOG top holdings include Iberdrola SA, NextEra Energy, Inc. and Enel SpA. URNM holds in its top three: Cameco Corp., Sprott Physical Uranium Trust and NexGen Energy Ltd..
Which ETF is more diversified: SMOG or URNM?
SMOG holds 56 securities with 68% of its assets in the top 15. URNM has 25 securities and a top 15 weight of 92.27%.
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