SMOG vs SPGM: holdings overlap, shared companies and scores
As of October 9, 2026, SMOG and SPGM overlap 1.6% by weight. VanEck Low Carbon Energy ETF (SMOG): Global low carbon energy companies. State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM): Total global equity market.
Updated October 9, 2026
Where SMOG and SPGM trade against their own history
SMOG trades at 21.6 times earnings, against its own median of 21.3, and is more expensive than 55% of its own 93 monthly readings since 2019.
SPGM trades at 20.4 times earnings, against its own median of 19.8, and is more expensive than 56% of its own 86 monthly readings since 2019.
What moved SMOG this week
SMOG rose 0.8% in the week to October 9, 2026. The holdings that moved it most were Samsung SDI (+8.0%), Tesla (+3.3%) and LG Energy Solution (+8.5%); Vestas Wind Systems (−5.5%) pushed the other way.
What do SMOG and SPGM each hold?
What's inside SMOG: Magnificent 7 9%, Tech 7%.
58% of SMOG is its ten largest holdings.
What's inside SPGM: Tech 35%, Magnificent 7 20%.
23% of SPGM is its ten largest holdings.
How much do SMOG and SPGM overlap? 1.6% by weight
As of October 9, 2026, SMOG and SPGM overlap 1.6% by weight.
74% of SMOG is already inside SPGM.
2% of SPGM is already inside SMOG.
SMOG holds 56 companies and SPGM holds 2,869; 29 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score SMOG and SPGM? 2.5 and 6.3 out of 10
As of October 9, 2026, ETF Copilot scores SMOG 2.5 out of 10 and SPGM 6.3 out of 10.
They differ most on Growth: SMOG 0.3 and SPGM 6.4.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | SMOG | SPGM |
|---|---|---|
| Growth | 0.3 | 6.4 |
| Value | 6.4 | 3.5 |
| Risk | 1.7 | 6.8 |
| Quality | 1.5 | 7.1 |
| Return | 3.3 | 7.0 |
SPGM is the cheaper of the two at 0.09% a year
As of October 9, 2026, SMOG charges 0.64% a year, yields 1.49% and holds $129M in assets across 56 positions.
As of October 9, 2026, SPGM charges 0.09% a year, yields 1.77% and holds $1.8B in assets across 2869 positions.
| Measure | SMOG | SPGM |
|---|---|---|
| Expense ratio | 0.64% | 0.09% |
| Dividend yield | 1.49% | 1.77% |
| Assets under management | $129M | $1.8B |
| Holdings | 56 | 2869 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “SMOG vs SPGM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/smog-vs-spgm
ETF Copilot Pro unlocks SMOG vs SPGM prices and holdings.
Try Pro free →