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
20%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
23%
ALSO IN FAN
FAN
54
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 | 4.8% | 8.4% | 4.8% |
|
ORSTED | 2.1% | 7.9% | 2.1% |
 |
IBERDROLA SA | 8.9% | 2.1% | 2.1% |
 |
NEXTERA ENERGY GROUP | 7.9% | 2.0% | 2.0% |
 |
ENEL SPA | 7.0% | 1.9% | 1.9% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 7.0% |
|
IBERDROLA SA | 6.8% |
 |
BYD CO LTD-H | 6.0% |
|
NEXTERA ENERGY GROUP | 5.9% |
|
ENEL SPA | 5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
 |
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 FAN
 |
NORDEX AG | -6.1% |
|
EDP RENOVAVEIS SA | -6.0% |
|
ORSTED | -5.7% |
 |
NORTHLAND POWER INC | -5.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.8% |
|
VESTAS WIND SYSTEMS A/S | -3.7% |
|
BORALEX INC -CL 'A' | -3.0% |
|
ARCOSA INC | -2.8% |
|
TIMKEN CO | -2.7% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | -2.5% |