XLE vs SMOG
YTDYear to date
XLE wins+39.3 pts
Past year
XLE wins+47.9 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
MAX$131.30 · +1.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+1.0%−2.6%−5.9%+1.3%−2.9%+45.6%−20.4%+31.7%
Peer average+0.6%−6.4%−3.5%+27.8%+30.2%+48.7%+96.5%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
VanEck SMOG and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
SMOG’s Holdings
TodayIBE.MCIberdrola9.5%TSLA8.0%NEE8.0%ENEL.MI7.4%1211.HK5.4%VWS.CO4.9%BE4.0%006400.KS3.9%FSLR3.1%AXIA3.SA3.0%KRX.IR2.9%RIVN2.8%ORSTED.CO2.2%NXT2.0%373220.KS1.7%3750.HK1.7%OC1.6%NIBE-B.ST1.6%XPEV1.4%LI1.4%NIOANA.M41 more
IBE.MCIberdrola9.5%TSLA8.0%NEE8.0%ENEL.MI7.4%1211.HK5.4%VWS.CO4.9%BE4.0%006400.KS3.9%FSLR3.1%AXIA3.SA3.0%KRX.IRIVN51 more
UtilitiesIndustrialsConsumer CyclicalBasic MaterialsOther
VanEck SMOG · 63 holdings · tile size = share of the fund · as of Nov 6, 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% | +13.2% | +13.2% | $12.0B | |
| 3 | VDE | EnergyReadDesk | 0.09% | 2.4% | +38.6% | +38.6% | $10.4B | |
| 4 | XOP | State Street SPDR S&P Oil & Gas Exploration & ProductionReadDesk | 0.35% | 1.8% | +39.4% | +39.4% | $4.1B | |
| 5 | IXC | Global EnergyReadDesk | 0.37% | 2.8% | +37.9% | +37.9% | $3.0B | |
| 6 | FENY | Fidelity MSCI EnergyReadDesk | 0.08% | 2.3% | +38.6% | +38.6% | $2.4B | |
| 7 | MLPA | Global X - MLPReadDesk | 0.77% | 7.8% | +13.4% | +13.4% | $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% | +36.5% | +36.5% | $1.1B | |
| 10 | TPYP | Tortoise North American PipelineReadDesk | 0.40% | 3.4% | +17.9% | +17.9% | $856M | |
| 11 | IEO | U.S. Oil & Gas Exploration & ProductionReadDesk | 0.37% | 1.7% | +47.2% | +47.2% | $820M | |
| 12 | ATMP | Barclays ETN+ Select MLP ETNReadDesk | 0.95% | 4.8% | +19.5% | +19.5% | $641M | |
| 13 | PBOG | Portfolio Building Block Integrated Oil and Gas and Exploration and ProductionReadDesk | 0.13% | 0.1% | +38.4% | +38.4% | $491M | |
| 14 | QCLN | First Trust NASDAQ Clean Edge Green EnergyReadDesk | 0.59% | 0.1% | −3.5% | −3.5% | $479M | |
| 15 | AMZA | InfraCap MLPReadDesk | 1.72% | 8.8% | +23.5% | +23.5% | $470M | |
| 16 | FXN | First Trust Energy AlphaDEXReadDesk | 0.63% | 1.9% | +37.2% | +37.2% | $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
1.5% yield
1.5% 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% | 0.0% | +40.6% | +45.0% | $42.0B | |
| 2 | AMLP | Alerian MLP ETFReadVersus | 1.01% | 8.1% | +0.4% | +13.2% | +15.8% | $12.0B | |
| 3 | VDE | Vanguard Energy ETFReadVersus | 0.09% | 2.4% | +0.1% | +38.6% | +42.7% | $10.4B | |
| 4 | XOP | State Street SPDR S&P Oil & Gas Exploration & Production ETFReadVersus | 0.35% | 1.8% | −0.2% | +39.4% | +42.1% | $4.1B | |
| 5 | IXC | iShares Global Energy ETFReadVersus | 0.37% | 2.8% | −0.4% | +37.9% | +42.3% | $3.0B | |
| 6 | SMOG | VanEck Low Carbon Energy ETFThis fund | 0.64% | 1.5% | +1.0% | +1.3% | −2.9% | $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 7, 2026
Cards for This View
SMOG’s Top 10 Holdings
Today57.3%of SMOG sits in these 10
4ENEL.MEnel Spa7.38%
51211.HByd5.39%
8006400Samsung Sdi3.92%
10AXIA3.Axia Energia3.02%
VanEck SMOG · weight in the fund · as of Nov 6, 2026
SMOG’s Holdings
TodayIBE.MCIberdrola9.5%TSLA8.0%NEE8.0%ENEL.MI7.4%1211.HK5.4%VWS.CO4.9%BE4.0%006400.KS3.9%FSLR3.1%AXIA3.SA3.0%KRX.IR2.9%RIVN2.8%ORSTED.CO2.2%NXT2.0%373220.KS1.7%3750.HK1.7%OC1.6%NIBE-B.ST1.6%XPEV1.4%LI1.4%NIOANA.M41 more
IBE.MCIberdrola9.5%TSLA8.0%NEE8.0%ENEL.MI7.4%1211.HK5.4%VWS.CO4.9%BE4.0%006400.KS3.9%FSLR3.1%AXIA3.SA3.0%KRX.IRIVN51 more
UtilitiesIndustrialsConsumer CyclicalBasic MaterialsOther
VanEck SMOG · 63 holdings · tile size = share of the fund · as of Nov 6, 2026
SMOG vs Peer Average
YTDSMOGAvsBPeer average
1D+1.0%+0.6%
1M−2.6%−6.4%
3M−5.9%−3.5%
YTD+1.3%+27.8%
1Y−2.9%+30.2%
3Y+45.6%+48.7%
5Y−20.4%+96.5%
2–5Peer average wins
37 Energy peers · each row scaled to its leader