Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
34%
ALSO IN ERTH
ERTH
116
HOLDINGS
17%
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 | 9.2% | 5.8% | 5.8% |
 |
BYD CO LTD-H | 5.0% | 4.4% | 4.4% |
|
FIRST SOLAR INC | 4.1% | 4.2% | 4.1% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.6% | 3.6% |
 |
KINGSPAN GROUP PLC | 2.4% | 2.4% | 2.4% |
SMOG Overweight Relative to ERTH
|
NEXTERA ENERGY GROUP | 8.2% |
 |
IBERDROLA SA | 7.0% |
 |
ENEL SPA | 6.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
|
TESLA MOTORS INC | 3.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.7% |
 |
SAMSUNG SDI CO LTD | 2.3% |
|
DONG ENERGY A/S | 2.1% |
|
NIO INC. SPONSORED ADR CLASS A | 2.0% |
SMOG Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
|
LI AUTO, INC. CLASS A | -2.9% |
|
XPENG, INC. CLASS A | -2.6% |
 |
CAPITAMALL TRUST | -1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.9% |
 |
UNIBAIL-RODAMCO-WESTFIELD STAPLED SE | -1.8% |
 |
ALSTOM | -1.6% |
|
KLEPIERRE | -1.5% |
|
VORNADO REALTY TRUST | -1.2% |