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
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ETEC
49
HOLDINGS
26%
ALSO IN SMOG
SMOG
65
HOLDINGS
14%
ALSO IN ETEC
SECTOR DRIFT (ETEC minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in ETEC |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 3.6% | 5.3% | 3.6% |
 |
FIRST SOLAR INC | 4.0% | 3.3% | 3.3% |
|
TESLA MOTORS INC | 2.5% | 7.8% | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 2.0% | 3.3% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 4.4% | 1.9% | 1.9% |
ETEC Overweight Relative to SMOG
|
BORGWARNER INC | 6.7% |
|
ALLEGRO MICROSYSTEMS, INC. | 6.1% |
|
UNIVERSAL DISPLAY CORP | 6.0% |
 |
KURITA WATER INDUSTRIES LTD | 5.8% |
|
YASKAWA ELECTRIC CORP | 5.4% |
 |
KEMIRA OYJ | 4.3% |
|
GE VERONA | 3.2% |
|
XYLEM INC | 3.2% |
|
ENPHASE ENERGY INC | 2.8% |
|
NGK INSULATORS LTD | 2.8% |
ETEC Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -7.8% |
 |
IBERDROLA SA | -7.3% |
 |
ENEL SPA | -6.8% |
 |
BYD CO LTD-H | -5.7% |
|
TESLA MOTORS INC | -5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% |
 |
KINGSPAN GROUP PLC | -2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.3% |
 |
SAMSUNG SDI CO LTD | -2.2% |