SMOG vs WATS
VanEck Low Carbon Energy ETF against Corgi Battery Energy Storage Systems ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
16%
5 shared positions
Fee gap
29 bp
WATS is cheaper
1-year return gap
—
Larger fund
SMOG
$128M
Side by side
| SMOG | WATS | |
|---|---|---|
| Fund | VanEck Low Carbon Energy ETF | Corgi Battery Energy Storage Systems ETF |
| Issuer | VanEck | Corgi |
| Category | Clean Energy & Climate | EVs & Batteries |
| Expense ratio | 0.64% | 0.35% |
| Assets | $128M | $548K |
| Average daily dollar volume | $154K | $20K |
| Listed | May 3, 2007 | May 5, 2026 |
| FrenzyCap score | 32 | 36 |
| 1-month return | −4.2% | −12.9% |
| 3-month return | −2.2% | −12.2% |
| Year to date | +2.4% | — |
| 1-year return | +0.4% | — |
| 30-day volatility | 19.1% | 33.6% |
| Worst drawdown, 1 year | −16.9% | −45.1% |
| Trailing 12-month yield | 1.53% | — |
| Holdings | 57 | 24 |
| Top 10 weight | 57.9% | 67.8% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | +3.6% |
| Holdings above 200-day average | — | 17% |
| Net flow, latest 3 reported months | +$3.5M thru Jun 2026 | +$2.2M thru Jun 2026 |
| 30-day implied volatility | 25.4% | — |
| Holdings as of | as of Oct 20, 2026issuer data | as of Oct 21, 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
16% of SMOG · 48% of WATS
Sector mix of the stock holdings
| Sector | SMOG | WATS | Gap |
|---|---|---|---|
| Industrials | 7.4% | 46.7% | −39.3% |
| Consumer Discretionary | 14.0% | 20.1% | −6.1% |
| Technology | 4.8% | 12.7% | −7.8% |
| Utilities | 11.8% | 4.7% | +7.1% |
| Materials | 1.4% | 9.3% | −7.9% |
| Financials | 0.6% | 0.0% | +0.6% |
More: full overlap table · SMOG holdings · WATS 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.