ETF Copilot

SMOG vs VT: holdings overlap, shared companies and scores

As of October 9, 2026, SMOG and VT overlap 1.6% by weight. VanEck Low Carbon Energy ETF (SMOG): Global low carbon energy companies. Vanguard Total World Stock ETF (VT): Entire global stock market.

Updated October 9, 2026

Where SMOG and VT 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.

VT trades at 20.0 times earnings, against its own median of 18.7, and is more expensive than 64% of its own 115 monthly readings since 2017.

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 VT each hold?

What's inside SMOG: Magnificent 7 9%, Tech 7%.

58% of SMOG is its ten largest holdings.

What's inside VT: Tech 33%, Magnificent 7 19%.

21% of VT is its ten largest holdings.

How much do SMOG and VT overlap? 1.6% by weight

As of October 9, 2026, SMOG and VT overlap 1.6% by weight.

93% of SMOG is already inside VT.

2% of VT is already inside SMOG.

SMOG holds 56 companies and VT holds 10,017; 49 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 VT? 2.5 and 6.2 out of 10

As of October 9, 2026, ETF Copilot scores SMOG 2.5 out of 10 and VT 6.2 out of 10.

They differ most on Growth: SMOG 0.3 and VT 6.6.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

SMOG vs VT — ETF Copilot factor scores, 0–10
FactorSMOGVT
Growth0.36.6
Value6.43.2
Risk1.76.9
Quality1.56.9
Return3.36.8

VT is the cheaper of the two at 0.06% 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, VT charges 0.06% a year, yields 1.50% and holds $103.0B in assets across 10017 positions.

SMOG vs VT — cost, income and size
MeasureSMOGVT
Expense ratio0.64%0.06%
Dividend yield1.49%1.50%
Assets under management$129M$103.0B
Holdings5610017

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 VT holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/smog-vs-vt

  1. VanEck Low Carbon Energy ETF (SMOG)
  2. Vanguard Total World Stock ETF (VT)

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