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
30%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ERTH
196
HOLDINGS
12%
ALSO IN SMOG
SMOG
64
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 | 5.0% | 8.4% | 5.0% |
 |
BYD CO LTD-H | 4.3% | 5.4% | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 4.8% | 3.8% |
|
FIRST SOLAR INC | 3.8% | 2.7% | 2.7% |
 |
KINGSPAN GROUP PLC | 2.1% | 3.0% | 2.1% |
ERTH Overweight Relative to SMOG
|
DIGITAL REALTY TRUST INC | 5.1% |
|
NVIDIA CORP | 4.8% |
|
WEYERHAEUSER CO | 2.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 2.2% |
 |
SCENTRE GROUP | 2.0% |
|
APPLIED BLOCKCHAIN INC | 1.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.7% |
 |
CAPITAMALL TRUST | 1.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.5% |
|
NIO INC-CLASS A | 1.3% |
ERTH Underweight Relative to SMOG
 |
IBERDROLA SA | -8.4% |
|
NEXTERA ENERGY GROUP | -6.7% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.7% |
 |
ENEL SPA | -6.6% |
 |
SAMSUNG SDI CO LTD | -4.2% |
 |
AXIA ENERGIA | -3.5% |
|
TESLA MOTORS INC | -3.4% |
|
ORSTED | -2.0% |
 |
NIBE INDUSTRIER AB CLASS B | -1.6% |
|
OWENS CORNING | -1.6% |