Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
11%
ALSO IN IDRV
IDRV
57
HOLDINGS
15%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus IDRV)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in IDRV |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 5.5% | 4.1% | 4.1% |
 |
TESLA MOTORS INC | 7.4% | 3.6% | 3.6% |
 |
SAMSUNG SDI CO LTD | 3.0% | 5.2% | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% | 3.5% | 2.4% |
|
LG ENERGY SOLUTION LTD. | 2.0% | 3.6% | 2.0% |
SMOG Overweight Relative to IDRV
|
NEXTERA ENERGY GROUP | 8.6% |
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.1% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
|
TESLA MOTORS INC | 3.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
|
FIRST SOLAR INC | 2.6% |
|
NEXTRACKER, INC. CLASS A | 2.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.2% |
SMOG Underweight Relative to IDRV
|
ALBEMARLE CORP | -5.3% |
 |
PILBARA MINERALS LIMITED | -4.6% |
 |
ABB LTD. | -4.4% |
|
XPENG, INC. CLASS A | -4.2% |
|
HYUNDAI MOBIS | -4.2% |
|
LI AUTO, INC. CLASS A | -4.1% |
 |
VOLKSWAGEN AG-PFD | -3.5% |
|
LG CHEM LTD | -3.2% |
|
CONTINENTAL AG | -2.9% |
 |
AUTOLIV INC | -2.9% |