Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
38%
ALSO IN ERTH
ERTH
196
HOLDINGS
14%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.0% | 5.0% | 5.0% |
 |
BYD CO LTD-H | 6.0% | 4.3% | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 3.1% | 3.8% | 3.1% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% | 2.3% | 2.3% |
SMOG Overweight Relative to ERTH
 |
IBERDROLA SA | 8.9% |
|
NEXTERA ENERGY GROUP | 7.9% |
 |
ENEL SPA | 7.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
 |
SAMSUNG SDI CO LTD | 3.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
|
ORSTED | 2.1% |
|
TESLA MOTORS INC | 2.0% |
|
OWENS CORNING | 1.8% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% |
SMOG Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.1% |
|
NVIDIA CORP | -4.8% |
|
WEYERHAEUSER CO | -2.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -2.2% |
 |
SCENTRE GROUP | -2.0% |
|
APPLIED BLOCKCHAIN INC | -1.7% |
 |
CAPITAMALL TRUST | -1.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.5% |
|
NIO INC-CLASS A | -1.3% |
 |
KLEPIERRE | -1.3% |