Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
CTEC
39
HOLDINGS
39%
ALSO IN SMOG
SMOG
64
HOLDINGS
25%
ALSO IN CTEC
SECTOR DRIFT (CTEC minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in CTEC |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.7% | 5.1% | 5.1% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% | 4.3% | 4.3% |
 |
SAMSUNG SDI CO LTD | 8.5% | 3.0% | 3.0% |
|
FIRST SOLAR INC | 4.5% | 2.6% | 2.6% |
|
NEXTRACKER, INC. CLASS A | 8.3% | 2.4% | 2.4% |
CTEC Overweight Relative to SMOG
 |
NORDEX AG | 6.1% |
|
NEXTRACKER, INC. CLASS A | 5.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.6% |
|
SAMSUNG SDI CO LTD | 5.5% |
|
ENPHASE ENERGY INC | 3.4% |
 |
CHINA EVERBRIGHT INTL LTD | 3.2% |
 |
NIBE INDUSTRIER AB CLASS B | 3.0% |
 |
XINYI SOLAR HOLDINGS LTD | 2.9% |
 |
JOHNSON MATTHEY PLC | 2.7% |
|
PLUG POWER INC | 2.4% |
CTEC Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.6% |
|
TESLA MOTORS INC | -7.4% |
 |
IBERDROLA SA | -7.3% |
 |
ENEL SPA | -6.7% |
|
BYD CO LTD-H | -5.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
|
RIVIAN AUTOMOTIVE INC-A | -2.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.2% |
 |
KINGSPAN GROUP PLC | -2.2% |
|
NIO INC. SPONSORED ADR CLASS A | -2.1% |