XLE vs SMOG
YTDYear to date
XLE wins+40.3 pts
Past year
XLE wins+46.2 pts
Fee
XLE winslower fee
Yield
XLE wins+0.9 pts
AUM
XLE335.5× more
4–0XLE wins
XLE and SMOG · year-to-date · as of Nov 6, 2026 · AUM not scored
SMOG vs S&P 500
1D$130.01 · −3.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return−3.5%−4.0%−7.3%+0.3%−0.8%+44.7%−21.4%+30.4%
Peer average−3.4%−5.5%−1.1%+27.3%+30.3%+48.2%+93.6%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
VanEck SMOG and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
SMOG’s Holdings
TodayIBE.MCIberdrola9.1%TSLA8.7%NEE7.8%ENEL.MI7.1%1211.HK5.1%VWS.CO4.8%BE4.6%006400.KS4.5%FSLR2.9%AXIA3.SA2.9%RIVN2.8%KRX.IR2.8%NXT2.0%ORSTED.CO2.0%373220.KS1.8%3750.HK1.6%OC1.6%NIBE-B.ST1.6%XPEV1.4%LI1.3%NIO1.3%41 more
IBE.MCIberdrola9.1%TSLA8.7%NEE7.8%ENEL.MI7.1%1211.HK5.1%VWS.CO4.8%BE4.6%006400.KS4.5%FSLR2.9%AXIA3.SA2.9%RIVN2.8%51 more
UtilitiesIndustrialsConsumer CyclicalBasic MaterialsOther
VanEck SMOG · 63 holdings · tile size = share of the fund · as of Nov 5, 2026
All 38 Energy ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLE | State Street Energy Select Sector SPDRReadDesk | 0.08% | 2.5% | +40.6% | +40.6% | $42.0B | |
| 2 | AMLP | Alerian MLPReadDesk | 1.01% | 8.1% | +12.8% | +12.8% | $12.0B | |
| 3 | VDE | EnergyReadDesk | 0.09% | 2.4% | +38.4% | +38.4% | $10.4B | |
| 4 | XOP | State Street SPDR S&P Oil & Gas Exploration & ProductionReadDesk | 0.35% | 1.8% | +39.7% | +39.7% | $4.1B | |
| 5 | IXC | Global EnergyReadDesk | 0.37% | 2.7% | +38.4% | +38.4% | $3.0B | |
| 6 | FENY | Fidelity MSCI EnergyReadDesk | 0.08% | 2.3% | +38.4% | +38.4% | $2.4B | |
| 7 | MLPA | Global X - MLPReadDesk | 0.77% | 7.8% | +12.7% | +12.7% | $2.3B | |
| 8 | IYE | U.S. EnergyReadDesk | 0.37% | 2.1% | +39.3% | +39.3% | $1.7B | |
| 9 | FTXN | First Trust Nasdaq Oil & GasReadDesk | 0.60% | 1.9% | +36.6% | +36.6% | $1.1B | |
| 10 | TPYP | Tortoise North American PipelineReadDesk | 0.40% | 3.4% | +18.4% | +18.4% | $856M | |
| 11 | IEO | U.S. Oil & Gas Exploration & ProductionReadDesk | 0.37% | 1.7% | +47.6% | +47.6% | $820M | |
| 12 | ATMP | Barclays ETN+ Select MLP ETNReadDesk | 0.95% | 4.8% | +20.5% | +20.5% | $641M | |
| 13 | PBOG | Portfolio Building Block Integrated Oil and Gas and Exploration and ProductionReadDesk | 0.13% | 0.1% | +39.0% | +39.0% | $491M | |
| 14 | QCLN | First Trust NASDAQ Clean Edge Green EnergyReadDesk | 0.59% | 0.1% | −6.6% | −6.6% | $479M | |
| 15 | AMZA | InfraCap MLPReadDesk | 1.72% | 8.9% | +21.9% | +21.9% | $470M | |
| 16 | FXN | First Trust Energy AlphaDEXReadDesk | 0.63% | 1.8% | +41.1% | +41.1% | $370M |
1–16 of 38Page 1 of 3
Energy · current AUM · as of Nov 6, 2026
SMOG Payouts by Year
11YLatest payout, Dec 2025
$2.03
a share · once a year
1.6% yield
1.6% yield
11 years added up
$10.27 a share
$10.27 a share
VanEck SMOG · per-share distributions by ex-date · 2014–2025
SMOG’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLE | State Street Energy Select Sector SPDR ETFReadVersus | 0.08% | 2.5% | −3.0% | +40.6% | +45.4% | $42.0B | |
| 2 | AMLP | Alerian MLP ETFReadVersus | 1.01% | 8.1% | −2.2% | +12.8% | +16.3% | $12.0B | |
| 3 | VDE | Vanguard Energy ETFReadVersus | 0.09% | 2.4% | −3.0% | +38.4% | +42.7% | $10.4B | |
| 4 | XOP | State Street SPDR S&P Oil & Gas Exploration & Production ETFReadVersus | 0.35% | 1.8% | −2.9% | +39.7% | +41.1% | $4.1B | |
| 5 | IXC | iShares Global Energy ETFReadVersus | 0.37% | 2.7% | −2.5% | +38.4% | +43.4% | $3.0B | |
| 6 | SMOG | VanEck Low Carbon Energy ETFThis fund | 0.64% | 1.6% | −3.5% | +0.3% | −0.8% | $125M |
#31 of 33 this year · #23 cheapest of 38 · sorted by assetsOpen the Sectors table →
SMOG and its peer group · total return · as of Nov 6, 2026
Cards for This View
SMOG’s Top 10 Holdings
Today57.7%of SMOG sits in these 10
4ENEL.MEnel Spa7.12%
51211.HByd5.12%
8006400Samsung Sdi4.52%
10AXIA3.Axia Energia2.91%
VanEck SMOG · weight in the fund · as of Nov 5, 2026
SMOG’s Holdings
TodayIBE.MCIberdrola9.1%TSLA8.7%NEE7.8%ENEL.MI7.1%1211.HK5.1%VWS.CO4.8%BE4.6%006400.KS4.5%FSLR2.9%AXIA3.SA2.9%RIVN2.8%KRX.IR2.8%NXT2.0%ORSTED.CO2.0%373220.KS1.8%3750.HK1.6%OC1.6%NIBE-B.ST1.6%XPEV1.4%LI1.3%NIO1.3%41 more
IBE.MCIberdrola9.1%TSLA8.7%NEE7.8%ENEL.MI7.1%1211.HK5.1%VWS.CO4.8%BE4.6%006400.KS4.5%FSLR2.9%AXIA3.SA2.9%RIVN2.8%51 more
UtilitiesIndustrialsConsumer CyclicalBasic MaterialsOther
VanEck SMOG · 63 holdings · tile size = share of the fund · as of Nov 5, 2026
SMOG vs Peer Average
YTDSMOGAvsBPeer average
1D−3.5%−3.4%
1M−4.0%−5.5%
3M−7.3%−1.1%
YTD+0.3%+27.3%
1Y−0.8%+30.3%
3Y+44.7%+48.2%
5Y−21.4%+93.6%
1–6Peer average wins
37 Energy peers · each row scaled to its leader