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

OVERLAP
15%
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in ETEC |
Weight in SMOG |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 4.8% | 3.7% | 3.7% | |
TESLA MOTORS INC | 3.3% | 9.0% | 3.3% | |
VESTAS WIND SYSTEMS A/S | 3.2% | 3.8% | 3.2% | |
RIVIAN AUTOMOTIVE INC-A | 1.7% | 2.2% | 1.7% | |
GCL POLY ENERGY HOLDINGS LTD | 2.6% | 0.8% | 0.8% |
ETEC Overweight Relative to SMOG
YASKAWA ELECTRIC CORP | 7.8% | |
UNIVERSAL DISPLAY CORP | 5.9% | |
BORGWARNER INC | 5.5% | |
KURITA WATER INDUSTRIES LTD | 5.4% | |
ALLEGRO MICROSYSTEMS, INC. | 5.2% | |
SIEMENS ENERGY AG | 3.6% | |
KEMIRA OYJ | 3.5% | |
GS YUASA CORP | 3.4% | |
XYLEM INC | 3.2% | |
ENPHASE ENERGY INC | 3.2% |
ETEC Underweight Relative to SMOG
NEXTERA ENERGY GROUP | -8.4% | |
IBERDROLA SA | -6.7% | |
ENEL SPA | -6.3% | |
TESLA MOTORS INC | -5.7% | |
BYD CO LTD-H | -5.2% | |
BLOOM ENERGY CORPORATION CLASS A | -3.4% | |
XPENG, INC. ADR SPONSORED CLASS A | -2.9% | |
NIO INC. SPONSORED ADR CLASS A | -2.6% | |
CENTRAIS ELEC BRAS-SP ADR CM | -2.6% | |
LI AUTO, INC. SPONSORED ADR CLASS A | -2.4% |