HYDR vs ICLN

Global X Hydrogen ETF against iShares Global Clean Energy ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
12%
4 shared positions
Fee gap
12 bp
ICLN is cheaper
1-year return gap
16.2 pts
ICLN is ahead
Larger fund
ICLN
$2.1B

Side by side

HYDRICLN
FundGlobal X Hydrogen ETFiShares Global Clean Energy ETF
IssuerGlobal XiShares
CategoryClean Energy & ClimateClean Energy & Climate
Expense ratio0.50%0.38%
Assets$168M$2.1B
Average daily dollar volume$1.7M$108M
ListedJul 12, 2021Jun 24, 2008
FrenzyCap score4681
1-month return−18.0%−7.9%
3-month return−10.8%−10.0%
Year to date+16.4%−0.6%
1-year return−19.4%−3.2%
30-day volatility43.9%24.9%
Worst drawdown, 1 year−50.3%−31.2%
Trailing 12-month yield3.56%1.13%
Holdings29139
Top 10 weight70.3%51.6%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$45M thru May 2026+$258M thru Jul 2026
30-day implied volatility59.7%47.7%
Holdings as ofas of Oct 16, 2026issuer dataas of Oct 15, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

41% of HYDR · 12% of ICLN
HoldingHYDRICLN
BE16.88%8.53%
PLUG7.69%2.06%
DOOSAN FUEL CELL CO LTD9.86%1.01%
CERES POWER HOLDINGS PLC6.64%0.51%

Sector mix of the stock holdings

SectorHYDRICLNGap
Industrials35.9%10.6%+25.3%
Technology0.0%23.4%−23.4%
Materials3.6%1.4%+2.2%
Utilities0.0%4.6%−4.6%

More: full overlap table · HYDR holdings · ICLN holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.