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

10
Number of overlapping holdings
27.8%
% of ETEC's 50 holdings also in SMOG
17.9%
% of SMOG's 64 holdings also in ETEC
Overlap by Weight
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 | |
---|---|---|---|---|
TESLA MOTORS INC | 3.5% | 9.1% | 3.5% | |
VESTAS WIND SYSTEMS A/S | 2.9% | 3.5% | 2.9% | |
FIRST SOLAR INC | 3.9% | 2.9% | 2.9% | |
RIVIAN AUTOMOTIVE INC-A | 2.5% | 3.0% | 2.5% | |
ENPHASE ENERGY INC | 3.2% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
ETEC Overweight Relative to SMOG
BORGWARNER INC | 6.6% | |
KURITA WATER INDUSTRIES LTD | 6.3% | |
UNIVERSAL DISPLAY CORP | 6.2% | |
YASKAWA ELECTRIC CORP | 5.0% | |
SIEMENS ENERGY AG | 4.2% | |
KEMIRA OYJ | 4.2% | |
ALLEGRO MICROSYSTEMS, INC. | 3.9% | |
XYLEM INC | 3.3% | |
NGK INSULATORS LTD | 3.2% | |
GS YUASA CORP | 2.8% |
ETEC Underweight Relative to SMOG
IBERDROLA SA | -8.2% | |
ENEL SPA | -7.4% | |
NEXTERA ENERGY GROUP | -7.3% | |
BYD CO LTD-H | -6.4% | |
TESLA MOTORS INC | -5.6% | |
XPENG, INC. ADR SPONSORED CLASS A | -3.9% | |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.4% | |
KINGSPAN GROUP PLC | -2.9% | |
OWENS CORNING | -2.8% | |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |