Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
52%
ALSO IN PBD
PBD
126
HOLDINGS
28%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
RIVIAN AUTOMOTIVE INC-A | 2.8% | 1.1% | 1.1% |
|
FIRST SOLAR INC | 3.1% | 1.1% | 1.1% |
 |
KINGSPAN GROUP PLC | 2.3% | 1.1% | 1.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% | 1.0% | 1.0% |
 |
ACCIONA SA | 1.4% | 1.0% | 1.0% |
SMOG Overweight Relative to PBD
|
IBERDROLA SA | 8.9% |
|
NEXTERA ENERGY GROUP | 7.9% |
 |
ENEL SPA | 7.0% |
|
TESLA MOTORS INC | 7.0% |
 |
BYD CO LTD-H | 5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% |
 |
SAMSUNG SDI CO LTD | 3.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
|
FIRST SOLAR INC | 2.0% |
SMOG Underweight Relative to PBD
 |
VOLTRONIC POWER TECHNOLOGY CORP. | -1.3% |
 |
TOYO TANSO CO LTD | -1.2% |
|
SHIHLIN ELECTRIC & ENGINEER | -1.2% |
|
PHIHONG TECHNOLOGY CO LTD | -1.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.1% |
|
CHUNG HSIN ELECTRIC & MACHIN | -1.1% |
|
ACBEL POLYTECH INC | -1.1% |
 |
ALFEN NV | -1.1% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -1.1% |
|
TA YA ELECTRIC WIRE & CABLE | -1.1% |