Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
20%
ALSO IN SOLR
SOLR
31
HOLDINGS
35%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SOLR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 8.9% | 4.5% | 4.5% |
 |
NEXTERA ENERGY GROUP | 7.9% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 3.1% | 3.1% | 3.1% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 2.0% | 2.0% |
|
OWENS CORNING | 1.8% | 1.5% | 1.5% |
SMOG Overweight Relative to SOLR
 |
ENEL SPA | 7.0% |
|
TESLA MOTORS INC | 7.0% |
 |
BYD CO LTD-H | 6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
|
IBERDROLA SA | 4.4% |
|
NEXTERA ENERGY GROUP | 4.1% |
 |
SAMSUNG SDI CO LTD | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
VESTAS WIND SYSTEMS A/S | 2.7% |
SMOG Underweight Relative to SOLR
|
PRYSMIAN SPA | -6.3% |
 |
INFINEON TECHNOLOGIES AG | -6.2% |
|
AMPHENOL CORP-CL A | -5.2% |
 |
LEGRAND SA | -4.7% |
|
SCHNEIDER ELECTRIC SA | -4.4% |
|
ON SEMICONDUCTOR CORPORATION | -4.3% |
|
SIEMENS AG-REG | -4.3% |
|
HUBBELL INCORPORATED CLASS B | -4.2% |
 |
EATON CORP PLC | -4.2% |
|
TRANE TECHNOLOGIES PLC | -3.9% |