Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
11%
ALSO IN IDRV
IDRV
46
HOLDINGS
16%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus IDRV)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in IDRV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.2% | 4.9% | 4.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% | 4.1% | 3.0% |
 |
BYD CO LTD-H | 5.0% | 2.4% | 2.4% |
 |
SAMSUNG SDI CO LTD | 2.3% | 5.2% | 2.3% |
|
LG ENERGY SOLUTION LTD. | 1.7% | 4.3% | 1.7% |
SMOG Overweight Relative to IDRV
|
NEXTERA ENERGY GROUP | 8.2% |
 |
IBERDROLA SA | 7.0% |
 |
ENEL SPA | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
TESLA MOTORS INC | 4.3% |
|
FIRST SOLAR INC | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.7% |
|
BYD CO LTD-H | 2.6% |
SMOG Underweight Relative to IDRV
|
ALBEMARLE CORP | -6.6% |
|
LG CHEM LTD | -5.5% |
 |
SOC QUIMICA Y MINERA CHILE-B | -5.0% |
 |
PILBARA MINERALS LIMITED | -4.0% |
 |
PORSCHE AUTOMOBIL HLDG-PFD | -3.8% |
|
VOLKSWAGEN AG-PFD | -3.8% |
|
XPENG, INC. CLASS A | -3.2% |
|
HYUNDAI MOBIS | -2.8% |
|
SAMSUNG SDI CO LTD | -2.8% |
 |
RENAULT SA | -2.8% |