Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
21%
ALSO IN FAN
FAN
51
HOLDINGS
29%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FAN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FAN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.1% | 10.1% | 5.1% |
 |
NEXTERA ENERGY GROUP | 8.1% | 2.1% | 2.1% |
|
DONG ENERGY A/S | 2.1% | 5.4% | 2.1% |
 |
IBERDROLA SA | 7.0% | 2.1% | 2.1% |
 |
ENEL SPA | 6.4% | 2.1% | 2.1% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 9.3% |
|
NEXTERA ENERGY GROUP | 6.0% |
|
IBERDROLA SA | 5.0% |
 |
BYD CO LTD-H | 4.9% |
|
ENEL SPA | 4.3% |
|
FIRST SOLAR INC | 4.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.5% |
SMOG Underweight Relative to FAN
 |
NORDEX AG | -6.3% |
|
EDP RENOVAVEIS SA | -6.3% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -5.3% |
|
VESTAS WIND SYSTEMS A/S | -5.0% |
 |
NORTHLAND POWER INC | -4.4% |
|
DONG ENERGY A/S | -3.3% |
|
CHINA LONGYUAN POWER GROUP-H | -2.8% |
|
SIEMENS ENERGY AG | -2.5% |
|
RWE AG | -2.4% |
|
BORALEX INC -CL 'A' | -2.3% |