Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
20%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CNRG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMOG |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 5.1% | 4.3% | 4.3% |
|
NEXTERA ENERGY GROUP | 8.6% | 3.2% | 3.2% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% | 2.7% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 3.8% | 2.4% |
|
FIRST SOLAR INC | 2.6% | 2.1% | 2.1% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.7% |
 |
BYD CO LTD-H | 5.5% |
|
TESLA MOTORS INC | 5.5% |
|
NEXTERA ENERGY GROUP | 5.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
SAMSUNG SDI CO LTD | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.2% |
 |
KINGSPAN GROUP PLC | 2.2% |
SMOG Underweight Relative to CNRG
|
GENERAC HOLDINGS INC | -3.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.4% |
|
GE VERONA | -3.1% |
|
ENPHASE ENERGY INC | -3.1% |
|
CORNING INC | -3.0% |
|
AVISTA CORP | -2.9% |
|
AES CORP | -2.9% |
 |
TENARIS SA-ADR | -2.8% |
|
JINKOSOLAR HOLDING CO-ADR | -2.7% |
|
ARCOSA INC | -2.7% |