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
10%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
4%
ALSO IN EWP
EWP
23
HOLDINGS
10%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus EWP)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in EWP |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 8.9% | 14.1% | 8.9% |
|
ACCIONA SA | 1.4% | 2.1% | 1.4% |
SMOG Overweight Relative to EWP
 |
NEXTERA ENERGY GROUP | 7.9% |
 |
ENEL SPA | 7.0% |
|
TESLA MOTORS INC | 7.0% |
 |
BYD CO LTD-H | 6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
 |
SAMSUNG SDI CO LTD | 3.9% |
|
FIRST SOLAR INC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
SMOG Underweight Relative to EWP
|
BANCO SANTANDER SA | -19.5% |
|
BANCO BILBAO VIZCAYA ARGENTA | -13.6% |
|
IBERDROLA SA | -5.2% |
|
CRITERIA CAIXACORP SA | -4.9% |
|
REPSOL YPF SA | -4.5% |
|
INDITEX | -4.5% |
|
GRUPO FERROVIAL | -4.1% |
|
ACS ACTIVIDADES CONS Y SERV | -3.8% |
|
AMADEUS IT HOLDING SA-A SHS | -3.6% |
|
BANCO DE SABADELL SA | -3.4% |