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

OVERLAP
31%
OVERLAP
BY WEIGHT
BY WEIGHT
20
# OF OVERLAPPING HOLDINGS
ERTH
122
HOLDINGS
17%
ALSO IN SMOG
SMOG
63
HOLDINGS
36%
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 | 4.7% | 8.1% | 4.7% | |
BYD CO LTD-H | 4.2% | 5.4% | 4.2% | |
VESTAS WIND SYSTEMS A/S | 3.5% | 3.9% | 3.5% | |
FIRST SOLAR INC | 3.3% | 3.4% | 3.3% | |
KINGSPAN GROUP PLC | 2.8% | 3.1% | 2.8% |
ERTH Overweight Relative to SMOG
NVIDIA CORP | 5.9% | |
DIGITAL REALTY TRUST INC | 5.1% | |
LI AUTO, INC. CLASS A | 3.7% | |
XPENG, INC. CLASS A | 2.4% | |
CAPITAMALL TRUST | 2.1% | |
ADVANCED DRAINAGE SYSTEMS INC | 1.8% | |
KLEPIERRE | 1.8% | |
ALSTOM | 1.7% | |
BADGER METER INC | 1.5% | |
SUZANO PAPEL E CELULOSE SA | 1.4% |
ERTH Underweight Relative to SMOG
NEXTERA ENERGY GROUP | -7.9% | |
IBERDROLA SA | -7.4% | |
ENEL SPA | -6.8% | |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.8% | |
TESLA MOTORS INC | -3.4% | |
XPENG, INC. ADR SPONSORED CLASS A | -3.2% | |
OWENS CORNING | -2.5% | |
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% | |
NIBE INDUSTRIER AB CLASS B | -1.9% | |
SAMSUNG SDI CO LTD | -1.8% |