Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
21%
ALSO IN SDG
SDG
118
HOLDINGS
12%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SDG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.1% | 4.8% | 4.1% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 3.4% | 3.4% |
 |
ACCIONA SA | 1.3% | 1.5% | 1.3% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% | 1.0% | 1.0% |
|
ORSTED | 2.1% | 0.8% | 0.8% |
SMOG Overweight Relative to SDG
|
BLOOM ENERGY CORPORATION CLASS A | 8.6% |
|
TESLA MOTORS INC | 7.2% |
|
NEXTERA ENERGY GROUP | 7.0% |
|
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.2% |
 |
BYD CO LTD-H | 5.2% |
 |
SAMSUNG SDI CO LTD | 4.2% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
SMOG Underweight Relative to SDG
|
MARVELL TECHNOLOGY, INC. | -5.7% |
 |
WIWYNN CORP. | -4.5% |
 |
NOVARTIS AG | -3.7% |
|
NVIDIA CORP | -3.6% |
 |
WH GROUP LTD | -3.4% |
|
UNI-PRESIDENT ENTERPRISES CO | -3.1% |
 |
EAST JAPAN RAILWAY CO | -3.0% |
|
KIMBERLY-CLARK CORP | -2.9% |
|
LI AUTO, INC. CLASS A | -2.4% |
|
XPENG, INC. CLASS A | -2.0% |