Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
39%
ALSO IN CLNR
CLNR
81
HOLDINGS
28%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CLNR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.0% | 3.8% | 3.8% |
 |
TESLA MOTORS INC | 9.2% | 3.0% | 3.0% |
|
NEXTERA ENERGY GROUP | 8.2% | 2.7% | 2.7% |
|
FIRST SOLAR INC | 4.1% | 1.3% | 1.3% |
 |
BYD CO LTD-H | 5.0% | 1.2% | 1.2% |
SMOG Overweight Relative to CLNR
 |
ENEL SPA | 6.4% |
|
TESLA MOTORS INC | 6.2% |
|
NEXTERA ENERGY GROUP | 5.6% |
|
BYD CO LTD-H | 3.7% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% |
|
IBERDROLA SA | 3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.9% |
|
FIRST SOLAR INC | 2.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.7% |
SMOG Underweight Relative to CLNR
|
GE AEROSPACE | -4.5% |
|
ALPHABET INC. CLASS A | -4.1% |
 |
SIEMENS AG-REG | -4.1% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -3.7% |
 |
ABB LTD. | -3.6% |
 |
TOYOTA MOTOR CORP | -3.5% |
 |
NATIONAL GRID PLC | -3.3% |
|
ADVANCED MICRO DEVICES | -3.2% |
|
HITACHI LTD | -3.1% |
|
INTEL CORP | -3.0% |