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
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
19%
ALSO IN SOLR
SOLR
31
HOLDINGS
35%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SOLR)
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 SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.8% | 5.5% | 5.5% |
 |
NEXTERA ENERGY GROUP | 7.0% | 5.3% | 5.3% |
|
FIRST SOLAR INC | 4.1% | 3.2% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 2.7% | 2.7% |
|
OWENS CORNING | 1.3% | 1.8% | 1.3% |
SMOG Overweight Relative to SOLR
|
BLOOM ENERGY CORPORATION CLASS A | 8.6% |
|
TESLA MOTORS INC | 7.2% |
 |
ENEL SPA | 6.2% |
 |
BYD CO LTD-H | 5.2% |
 |
SAMSUNG SDI CO LTD | 4.2% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
 |
KINGSPAN GROUP PLC | 2.2% |
SMOG Underweight Relative to SOLR
|
PRYSMIAN SPA | -7.0% |
 |
LEGRAND SA | -6.0% |
|
AMPHENOL CORP-CL A | -5.6% |
 |
INFINEON TECHNOLOGIES AG | -5.5% |
|
EATON CORP PLC | -5.3% |
|
SCHNEIDER ELECTRIC SA | -5.2% |
|
HUBBELL INCORPORATED CLASS B | -5.1% |
|
SIEMENS AG-REG | -5.0% |
|
TRANE TECHNOLOGIES PLC | -4.9% |
|
ON SEMICONDUCTOR CORPORATION | -4.6% |