XLE vs SMOG
YTDYear to date
XLE wins+51.1 pts
Past year
XLE wins+57.5 pts
Fee
XLE winslower fee
Yield
XLE wins+0.7 pts
AUM
XLE354.4× more
4–0XLE wins
XLE and SMOG · year-to-date · as of Nov 4, 2026 · AUM not scored
SMOG vs S&P 500
3Y$130.87 · +0.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+0.3%−3.6%−5.5%+1.0%−1.9%+45.5%−17.3%+31.3%
Peer average−0.1%+1.0%+7.0%+37.1%+39.1%+59.3%+105.0%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
VanEck SMOG and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
SMOG’s Holdings
TodayTSLATesla9.4%IBE.MC9.2%NEE7.7%ENEL.MI7.0%1211.HK5.1%BE4.7%VWS.CO4.6%006400.KS4.4%AXIA3.SA3.0%KRX.IR3.0%FSLR2.8%RIVN2.7%ORSTED.CO2.0%373220.KS1.8%NXT1.8%OC1.6%NIBE-B.ST1.6%3750.HK1.6%XPEV1.4%LI1.3%NIO1.3%41 more
TSLATesla9.4%IBE.MC9.2%NEE7.7%ENEL.MI7.0%1211.HK5.1%BE4.7%VWS.CO4.6%006400.KS4.4%AXIA3.SA3.0%KRX.IR3.0%FSLR2.8%51 more
UtilitiesIndustrialsConsumer CyclicalBasic MaterialsOther
VanEck SMOG · 63 holdings · tile size = share of the fund · as of Nov 3, 2026
All 38 Energy ETFs
3Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLE | State Street Energy Select Sector SPDRReadDesk | 0.08% | 2.3% | +52.1% | +73.2% | $44.6B | |
| 2 | AMLP | Alerian MLPReadDesk | 1.01% | 7.7% | +18.5% | +60.2% | $12.7B | |
| 3 | VDE | EnergyReadDesk | 0.09% | 2.2% | +50.3% | +70.7% | $10.4B | |
| 4 | XOP | State Street SPDR S&P Oil & Gas Exploration & ProductionReadDesk | 0.35% | 1.6% | +53.7% | +42.7% | $4.4B | |
| 5 | IXC | Global EnergyReadDesk | 0.37% | 2.6% | +48.2% | +73.2% | $3.3B | |
| 6 | MLPA | Global X - MLPReadDesk | 0.77% | 7.4% | +18.6% | +54.4% | $2.4B | |
| 7 | FENY | Fidelity MSCI EnergyReadDesk | 0.08% | 2.2% | +50.5% | +70.8% | $2.1B | |
| 8 | IYE | U.S. EnergyReadDesk | 0.37% | 1.9% | +50.5% | +71.1% | $1.9B | |
| 9 | FTXN | First Trust Nasdaq Oil & GasReadDesk | 0.60% | 1.7% | +49.2% | +53.1% | $1.2B | |
| 10 | TPYP | Tortoise North American PipelineReadDesk | 0.40% | 3.2% | +25.4% | +100.9% | $905M | |
| 11 | IEO | U.S. Oil & Gas Exploration & ProductionReadDesk | 0.37% | 1.5% | +62.4% | +60.5% | $887M | |
| 12 | ATMP | Barclays ETN+ Select MLP ETNReadDesk | 0.95% | 4.5% | +28.5% | +100.7% | $677M | |
| 13 | PBOG | Portfolio Building Block Integrated Oil and Gas and Exploration and ProductionReadDesk | 0.13% | 0.1% | +48.4% | new | $509M | |
| 14 | QCLN | First Trust NASDAQ Clean Edge Green EnergyReadDesk | 0.59% | 0.1% | +1.9% | +33.1% | $473M | |
| 15 | AMZA | InfraCap MLPReadDesk | 1.72% | 8.2% | +31.6% | +80.8% | $470M | |
| 16 | FXN | First Trust Energy AlphaDEXReadDesk | 0.63% | 1.7% | +48.0% | +49.9% | $394M |
1–16 of 38Page 1 of 3
Energy · current AUM · as of Nov 4, 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% | 2.3% | −0.8% | +52.1% | +55.6% | $44.6B | |
| 2 | AMLP | Alerian MLP ETFReadVersus | 1.01% | 7.7% | −0.3% | +18.5% | +22.1% | $12.7B | |
| 3 | VDE | Vanguard Energy ETFReadVersus | 0.09% | 2.2% | −0.8% | +50.3% | +53.2% | $10.4B | |
| 4 | XOP | State Street SPDR S&P Oil & Gas Exploration & Production ETFReadVersus | 0.35% | 1.6% | −1.1% | +53.7% | +54.1% | $4.4B | |
| 5 | IXC | iShares Global Energy ETFReadVersus | 0.37% | 2.6% | −0.8% | +48.2% | +52.0% | $3.3B | |
| 6 | SMOG | VanEck Low Carbon Energy ETFThis fund | 0.64% | 1.6% | +0.3% | +1.0% | −1.9% | $126M |
#32 of 33 this year · #23 cheapest of 38 · sorted by assetsOpen the Sectors table →
SMOG and its peer group · total return · as of Nov 4, 2026
Cards for This View
SMOG’s Top 10 Holdings
Today58.2%of SMOG sits in these 10
4ENEL.MEnel Spa7.03%
51211.HByd5.10%
8006400Samsung Sdi4.38%
9AXIA3.Axia Energia3.02%
VanEck SMOG · weight in the fund · as of Nov 3, 2026
SMOG’s Holdings
TodayTSLATesla9.4%IBE.MC9.2%NEE7.7%ENEL.MI7.0%1211.HK5.1%BE4.7%VWS.CO4.6%006400.KS4.4%AXIA3.SA3.0%KRX.IR3.0%FSLR2.8%RIVN2.7%ORSTED.CO2.0%373220.KS1.8%NXT1.8%OC1.6%NIBE-B.ST1.6%3750.HK1.6%XPEV1.4%LI1.3%NIO1.3%41 more
TSLATesla9.4%IBE.MC9.2%NEE7.7%ENEL.MI7.0%1211.HK5.1%BE4.7%VWS.CO4.6%006400.KS4.4%AXIA3.SA3.0%KRX.IR3.0%FSLR2.8%51 more
UtilitiesIndustrialsConsumer CyclicalBasic MaterialsOther
VanEck SMOG · 63 holdings · tile size = share of the fund · as of Nov 3, 2026
SMOG vs Peer Average
YTDSMOGAvsBPeer average
1D+0.3%−0.1%
1M−3.6%+1.0%
3M−5.5%+7.0%
YTD+1.0%+37.1%
1Y−1.9%+39.1%
3Y+45.5%+59.3%
5Y−17.3%+105.0%
1–6Peer average wins
37 Energy peers · each row scaled to its leader