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
8
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
14%
ALSO IN IDRV
IDRV
57
HOLDINGS
18%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus IDRV)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMOG |
Weight in IDRV |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 6.0% | 4.6% | 4.6% |
 |
TESLA MOTORS INC | 7.0% | 3.7% | 3.7% |
 |
SAMSUNG SDI CO LTD | 3.9% | 3.7% | 3.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% | 4.5% | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% | 4.0% | 2.8% |
SMOG Overweight Relative to IDRV
 |
IBERDROLA SA | 8.9% |
|
NEXTERA ENERGY GROUP | 7.9% |
 |
ENEL SPA | 7.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
TESLA MOTORS INC | 3.3% |
|
FIRST SOLAR INC | 3.1% |
 |
KINGSPAN GROUP PLC | 2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
|
ORSTED | 2.1% |
SMOG Underweight Relative to IDRV
|
LI AUTO, INC. CLASS A | -3.9% |
|
NIO INC-CLASS A | -3.8% |
 |
VOLKSWAGEN AG-PFD | -3.7% |
|
LG CHEM LTD | -3.6% |
 |
ABB LTD. | -3.6% |
|
XPENG, INC. CLASS A | -3.5% |
|
ALBEMARLE CORP | -3.4% |
 |
AUTOLIV INC | -3.3% |
|
CONTINENTAL AG | -3.3% |
 |
PILBARA MINERALS LIMITED | -3.2% |