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
16%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ETEC
46
HOLDINGS
25%
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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.4% | 4.2% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.6% | 4.3% | 3.6% |
|
TESLA MOTORS INC | 3.1% | 8.5% | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% | 2.5% | 1.9% |
 |
GCL POLY ENERGY HOLDINGS LTD | 2.8% | 0.9% | 0.9% |
ETEC Overweight Relative to SMOG
 |
YASKAWA ELECTRIC CORP | 7.3% |
|
BORGWARNER INC | 5.6% |
|
KURITA WATER INDUSTRIES LTD | 5.5% |
|
UNIVERSAL DISPLAY CORP | 4.8% |
|
ALLEGRO MICROSYSTEMS, INC. | 4.7% |
 |
SIEMENS ENERGY AG | 3.5% |
 |
KEMIRA OYJ | 3.4% |
|
XYLEM INC | 3.2% |
|
GS YUASA CORP | 3.2% |
|
NGK INSULATORS LTD | 2.9% |
ETEC Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.2% |
 |
IBERDROLA SA | -6.6% |
 |
ENEL SPA | -6.3% |
|
TESLA MOTORS INC | -5.4% |
|
BYD CO LTD-H | -4.8% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.8% |
|
NIO INC. SPONSORED ADR CLASS A | -2.6% |
 |
SAMSUNG SDI CO LTD | -2.3% |