iShares Global Clean Energy ETF vs NRG Energy Inc — how do they compare? iShares Global Clean Energy ETF trades at $17.28 (market cap $2.27B), while NRG Energy Inc trades at $107.73 (market cap $22.35B). The key difference: NRG Energy Inc is far larger — about 9.8× iShares Global Clean Energy ETF's market cap, and NRG Energy Inc pays a 1.79% dividend while iShares Global Clean Energy ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares Global Clean Energy ETF for 87 Days and NRG Energy Inc for 63 Days on average.
| ICLN | NRG | |
|---|---|---|
Market Cap | $2.27B | $22.35B |
Volume | 6,845,064 | 5,011,942 |
52-Week High | $23.75 | $184.03 |
52-Week Low | $15.78 | $95.23 |
Typical Hold Time | 87 Days | 63 Days |
Sector | — | Utilities |
Enterprise Value | — | $46.30B |
Dividend Yield | — | 1.79% |
Signals from Pluang's Aura AI — not financial advice
ICLN trades at $17.25, down 0.35% with a bearish technical signal from moving averages. The ETF shows neutral momentum oscillators with RSI at 52.71 and 38.71. Recent news highlights ICLN's higher volatility and expense ratio compared to traditional energy ETFs, though geopolitical tensions and data center demand provide tailwinds for clean energy adoption.
The outlook remains challenged by competitive pressure from higher-yielding energy alternatives and significant historical drawdowns. However, global renewable energy acceleration and China's EV targets offer long-term growth potential. Key risks include fee structure disadvantages and sector volatility.
NRG Energy trades at $107.97, down 0.59% on the day, with a mixed technical picture showing bullish moving averages but neutral oscillators. The company reported Q2 2026 earnings of $1.49 per share, missing expectations of $1.69, though revenue growth remains positive with 2026 projections at $33.1 billion. Recent developments include a landmark 1.2 GW Texas data center power project and the acquisition of LS Power assets, positioning for growth in hyperscale computing demand.
The investment outlook is cautiously optimistic with strong analyst support (70% buy ratings) and a consensus price target of $202.90 offering significant upside. However, recent earnings misses, rising debt levels (56.42% debt-to-asset ratio in 2025), and execution risks on major capital projects present near-term challenges. The stock's valuation appears reasonable with P/E of 27.69 and P/S of 0.65 relative to sector peers.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The index is designed to track the performance of approximately 100 clean energy-related companies. The fund generally invests at least 80% of its assets in the component securities of the target index. The index may invest up to 20% of its assets in certain futures, trading options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
Read more on ICLN →NRG Energy is one of the largest retail energy providers in the U.S., with 7 million customers, including its 2021 acquisition of Direct Energy. It also is one of the largest U.S. independent power producers, with 16 gigawatts of nuclear, coal, gas, and oil power generation capacity primarily in Texas. Since 2018, NRG has divested its 47% stake in NRG Yield, among other renewable energy and conventional generation investments. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.
Read more on NRG →