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
18%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
17%
ALSO IN ETEC
ETEC
49
HOLDINGS
29%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ETEC)
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 ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.1% | 4.8% | 4.1% |
 |
CONTEMPORARY AMPEREX TECHN-H | 2.8% | 6.3% | 2.8% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 2.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 4.1% | 2.4% |
|
TESLA MOTORS INC | 7.2% | 2.1% | 2.1% |
SMOG Overweight Relative to ETEC
|
BLOOM ENERGY CORPORATION CLASS A | 8.6% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.2% |
|
BYD CO LTD-H | 5.2% |
|
TESLA MOTORS INC | 5.1% |
 |
SAMSUNG SDI CO LTD | 4.2% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
 |
KINGSPAN GROUP PLC | 2.2% |
|
ORSTED | 2.1% |
SMOG Underweight Relative to ETEC
 |
YASKAWA ELECTRIC CORP | -7.0% |
|
ALLEGRO MICROSYSTEMS, INC. | -6.9% |
|
BORGWARNER INC | -6.7% |
|
KURITA WATER INDUSTRIES LTD | -5.6% |
|
UNIVERSAL DISPLAY CORP | -4.3% |
|
NGK INSULATORS LTD | -3.6% |
|
CONTEMPORARY AMPEREX TECHN-H | -3.4% |
|
ENPHASE ENERGY INC | -3.0% |
 |
KEMIRA OYJ | -3.0% |
|
GE VERONA | -2.7% |