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
66
HOLDINGS
19%
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 | 8.6% | 6.0% | 6.0% |
|
FIRST SOLAR INC | 4.1% | 2.5% | 2.5% |
|
NEXTERA ENERGY GROUP | 7.0% | 2.4% | 2.4% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 3.4% | 2.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% | 2.0% | 2.0% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.2% |
|
TESLA MOTORS INC | 5.7% |
 |
BYD CO LTD-H | 5.2% |
|
NEXTERA ENERGY GROUP | 4.6% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
SAMSUNG SDI CO LTD | 4.2% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% |
SMOG Underweight Relative to CNRG
|
SOLAREDGE TECHNOLOGIES, INC. | -4.6% |
 |
BALLARD POWER SYSTEMS INC | -4.1% |
|
GENERAC HOLDINGS INC | -3.6% |
|
CORNING INC | -3.3% |
|
PLUG POWER INC | -3.3% |
|
GE VERONA | -3.0% |
|
ENPHASE ENERGY INC | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -2.9% |
|
ENERGY VAULT HOLDINGS, INC. | -2.7% |