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VCLN vs SPY

Comparison between VIRTUS DUFF & PHELPS CLEAN ENERGY ETF (VCLN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VCLN, delivering a return of +13.3% compared to +6.4%

VCLN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VCLN
$6.40M
Winner
SPY
$735B
Expense Ratio
VCLN
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
VCLN
47.18%
SPY
56.47%
Sharpe Ratio
Winner
VCLN
1.99
SPY
1.62
5Y Beta
Winner
VCLN
0.74
SPY
1.00
P/E Ratio
VCLN
N/A
SPY
28.99
Forward P/E
VCLN
N/A
SPY
22.37
5Y Dividends CAGR
VCLN
N/A
SPY
5.43%
5Y EPS CAGR
VCLN
N/A
SPY
26.05%
Debt to Equity
VCLN
N/A
SPY
32.40%
P/S Ratio
VCLN
N/A
SPY
3.74
P/B Ratio
VCLN
N/A
SPY
5.61

VCLN vs SPY - Holdings Comparison

VCLN and SPY have 7 common holdings. Overlap is 1.12%

VCLN's top 25 holdings weight is 81.20%. SPY's top 25 holdings weight is 52.37%.

RankVCLNSPY
#1
BLOOM ENERGY CORP CLASS A (BE) - 8.76%
NVIDIA CORP (NVDA) - 8.10%
#2
FIRST SOLAR INC (FSLR) - 7.65%
APPLE INC (AAPL) - 7.02%
#3
NEXTPOWER INC CLASS A (NXT) - 6.84%
MICROSOFT CORP (MSFT) - 4.79%
#4
ENPHASE ENERGY INC (ENPH) - 5.62%
AMAZON.COM INC (AMZN) - 4.02%
#5
CHINA YANGTZE POWER CO LTD CLASS A (n/a) - 4.90%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PLUG POWER INC (PLUG) - 3.61%
BROADCOM INC (AVGO) - 3.10%
#7
CLEARWAY ENERGY INC CLASS C (CWEN) - 3.60%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CERES POWER HOLDINGS PLC (n/a) - 3.55%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
IBERDROLA SA (n/a) - 3.19%
TESLA INC (TSLA) - 1.89%
#10
VESTAS WIND SYSTEMS AS (n/a) - 3.09%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PRYSMIAN SPA (n/a) - 2.87%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
INFINEON TECHNOLOGIES AG (n/a) - 2.69%
ELI LILLY AND CO (LLY) - 1.31%
#13
EDP-ENERGIAS DE PORTUGAL SA (n/a) - 2.51%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SOLAREDGE TECHNOLOGIES INC (SEDG) - 2.19%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MAIRE SPA ORDINARY SHARES (n/a) - 2.16%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ORSTED AS (n/a) - 2.12%
INTEL CORP (INTC) - 0.90%
#17
FORTUM OYJ (n/a) - 2.03%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ORMAT TECHNOLOGIES INC (ORA) - 1.93%
VISA INC CLASS A (V) - 0.85%
#19
SUNGROW POWER SUPPLY CO LTD CLASS A (n/a) - 1.86%
WALMART INC (WMT) - 0.81%
#20
AXIA ENERGIA (n/a) - 1.74%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
DOOSAN FUEL CELL ORDINARY SHARES (n/a) - 1.72%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ABB LTD (n/a) - 1.68%
CATERPILLAR INC (CAT) - 0.66%
#23
NEXTERA ENERGY INC (NEE) - 1.66%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
SPIE SA (n/a) - 1.63%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SOLARIA ENERGIA Y MEDIO AMBIENTE SA (n/a) - 1.60%
ABBVIE INC (ABBV) - 0.58%
Total Holdings46505

VCLN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VCLN
+0.94%
Winner
SPY
+1.90%
3M
Winner
VCLN
+18.11%
SPY
+8.55%
6M
Winner
VCLN
+21.96%
SPY
+8.18%
1Y
Winner
VCLN
+79.65%
SPY
+25.79%
5Y(CAGR)
VCLN
+6.41%
Winner
SPY
+13.32%
10Y(CAGR)
VCLN
N/A
SPY
+15.19%
Max(CAGR)
VCLN
+6.41%
Winner
SPY
+8.47%

VCLN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVCLNSPY
2026+25.77%+8.26%
2025+53.26%+18.00%
2024-5.70%+25.59%
2023-16.86%+26.72%
2022-8.59%-18.64%
2021-5.00%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

VCLN vs SPY Drawdown Comparison

The maximum drawdown for VCLN was -45.66%, occurring on Apr 8, 2025. Recovery took 1056 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VCLN drawdown is -8.49%. The current SPY drawdown is -2.90%.

RankVCLNSPY
#1-45.66%
Nov 1, 2021 - Jan 16, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.18%
Sep 2, 2021 - Oct 21, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.61%
Feb 25, 2026 - Apr 14, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.49%
Jun 2, 2026 - Jun 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.69%
May 13, 2026 - May 21, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.91%
Apr 14, 2026 - Apr 23, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.82%
Jan 28, 2026 - Feb 11, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.51%
Feb 11, 2026 - Feb 24, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.25%
Aug 9, 2021 - Aug 23, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.18%
May 6, 2026 - May 13, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.99%
May 29, 2026 - Jun 2, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.17%
Apr 24, 2026 - Apr 29, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.00%
Jan 16, 2026 - Jan 21, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.92%
Aug 25, 2021 - Aug 30, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.91%
Oct 21, 2021 - Oct 25, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VCLN and SPY is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (1999 - 2026)

VCLN vs SPY dividend yield comparison.

YearVCLNSPY
20260.00%0.24%
20252.01%1.07%
20241.16%1.21%
20231.14%1.40%
20220.65%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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