Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
14%
ALSO IN GSFP
GSFP
1
HOLDINGS
20%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus GSFP)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in GSFP |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.0% | 6.7% | 6.7% |
 |
ENEL SPA | 6.4% | 5.5% | 5.5% |
 |
NEXTERA ENERGY GROUP | 8.2% | 4.6% | 4.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% | 4.9% | 3.5% |
 |
KINGSPAN GROUP PLC | 2.4% | 1.8% | 1.8% |
SMOG Overweight Relative to GSFP
|
TESLA MOTORS INC | 9.2% |
 |
BYD CO LTD-H | 5.0% |
|
FIRST SOLAR INC | 4.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% |
|
NEXTERA ENERGY GROUP | 3.6% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
 |
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% |
SMOG Underweight Relative to GSFP
|
WASTE MANAGEMENT INC | -5.3% |
 |
DELTA ELECTRONICS INC | -5.2% |
|
NOVOZYMES A/S-B SHARES | -4.0% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -3.7% |
 |
DSM-FIRMENICH AG | -3.6% |
 |
SCHNEIDER ELECTRIC SA | -3.6% |
|
AECOM TECHNOLOGY CORP | -3.5% |
 |
INFINEON TECHNOLOGIES AG | -3.3% |
|
SMURFIT WESTROCK PLC | -3.1% |
|
DOCUSIGN, INC. | -3.1% |