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
24%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
22%
ALSO IN SOLR
SOLR
33
HOLDINGS
41%
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 | 7.3% | 7.1% | 7.1% |
 |
NEXTERA ENERGY GROUP | 8.2% | 4.2% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.6% | 3.6% | 3.6% |
|
FIRST SOLAR INC | 2.8% | 4.9% | 2.8% |
 |
SAMSUNG SDI CO LTD | 2.9% | 1.5% | 1.5% |
SMOG Overweight Relative to SOLR
|
TESLA MOTORS INC | 6.8% |
 |
ENEL SPA | 6.7% |
 |
BYD CO LTD-H | 5.3% |
|
NEXTERA ENERGY GROUP | 4.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
 |
KINGSPAN GROUP PLC | 2.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
NEXTRACKER, INC. CLASS A | 2.4% |
|
LG ENERGY SOLUTION LTD. | 2.2% |
SMOG Underweight Relative to SOLR
|
TRANE TECHNOLOGIES PLC | -7.8% |
|
EATON CORP PLC | -6.6% |
 |
SCHNEIDER ELECTRIC SA | -6.4% |
|
LEGRAND SA | -5.9% |
|
HUBBELL INCORPORATED CLASS B | -5.6% |
 |
INFINEON TECHNOLOGIES AG | -4.5% |
|
ITRON INC | -4.4% |
|
ORMAT TECHNOLOGIES INC | -3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.7% |
 |
JOHNSON MATTHEY PLC | -2.7% |