Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
24%
ALSO IN VCLN
VCLN
51
HOLDINGS
31%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.3% | 6.0% | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.6% | 6.1% | 4.6% |
 |
BLOOM ENERGY CORPORATION CLASS A | 4.0% | 6.0% | 4.0% |
|
FIRST SOLAR INC | 2.8% | 8.1% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 5.9% | 2.4% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 6.8% |
 |
ENEL SPA | 6.7% |
|
NEXTERA ENERGY GROUP | 6.1% |
 |
BYD CO LTD-H | 5.3% |
 |
SAMSUNG SDI CO LTD | 2.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
 |
KINGSPAN GROUP PLC | 2.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
LG ENERGY SOLUTION LTD. | 2.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.0% |
SMOG Underweight Relative to VCLN
|
FIRST SOLAR INC | -5.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.9% |
|
NEXTRACKER, INC. CLASS A | -3.5% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.0% |
|
CHINA YANGTZE POWER CO LTD-A | -2.9% |
 |
CHUBU ELECTRIC POWER CO INC | -2.7% |
 |
FORTUM OYJ | -2.5% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -2.4% |
|
PRYSMIAN SPA | -2.3% |
|
AXIA ENERGIA | -2.1% |