Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

OVERLAP
31%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ERTH
116
HOLDINGS
17%
ALSO IN SMOG
SMOG
62
HOLDINGS
35%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus SMOG)
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 ERTH |
Weight in SMOG |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 5.7% | 9.1% | 5.7% | |
BYD CO LTD-H | 4.4% | 4.2% | 4.2% | |
FIRST SOLAR INC | 3.9% | 4.2% | 3.9% | |
VESTAS WIND SYSTEMS A/S | 3.5% | 4.0% | 3.5% | |
KINGSPAN GROUP PLC | 2.4% | 2.7% | 2.4% |
ERTH Overweight Relative to SMOG
DIGITAL REALTY TRUST INC | 5.0% | |
NVIDIA CORP | 4.7% | |
LI AUTO, INC. CLASS A | 2.8% | |
XPENG, INC. CLASS A | 2.5% | |
CAPITAMALL TRUST | 2.0% | |
ADVANCED DRAINAGE SYSTEMS INC | 2.0% | |
UNIBAIL-RODAMCO-WESTFIELD STAPLED SE | 1.9% | |
ALSTOM | 1.6% | |
KLEPIERRE | 1.6% | |
VORNADO REALTY TRUST | 1.3% |
ERTH Underweight Relative to SMOG
NEXTERA ENERGY GROUP | -7.4% | |
IBERDROLA SA | -6.5% | |
ENEL SPA | -6.1% | |
TESLA MOTORS INC | -3.4% | |
XPENG, INC. ADR SPONSORED CLASS A | -3.3% | |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.1% | |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% | |
NIO INC. SPONSORED ADR CLASS A | -2.6% | |
OWENS CORNING | -2.5% | |
BLOOM ENERGY CORPORATION CLASS A | -2.4% |