Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
15.7%
% of GCLN's 201 holdings also in SMOG
47.8%
% of SMOG's 73 holdings also in GCLN
Overlap by Weight
Sector Drift (GCLN minus SMOG)
Overlapping Holdings
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| Company | Weight in GCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 4.9% | 9.8% | 4.9% |
 |
IBERDROLA SA | 4.7% | 7.6% | 4.7% |
|
TESLA MOTORS INC | 4.4% | 7.1% | 4.4% |
 |
ENEL SPA | 3.5% | 6.6% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 2.0% | 5.7% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
GCLN Overweight Relative to SMOG
 |
SCHNEIDER ELECTRIC SA | 3.2% |
|
DUKE ENERGY CORP | 2.5% |
|
EXELON CORP | 2.5% |
 |
NATIONAL GRID PLC | 2.5% |
|
SEMPRA ENERGY | 2.3% |
|
AMERICAN ELECTRIC POWER | 2.3% |
|
PUBLIC SERVICE ENTERPRISE GP | 2.2% |
 |
E.ON AG | 2.0% |
 |
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 2.0% |
|
DOMINION RESOURCES INC/VA | 2.0% |
GCLN Underweight Relative to SMOG
|
BYD CO LTD-H | -5.5% |
|
NEXTERA ENERGY GROUP | -5.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -4.1% |
|
VESTAS WIND SYSTEMS A/S | -3.7% |
|
ENEL SPA | -3.1% |
|
OWENS CORNING | -2.9% |
|
IBERDROLA SA | -2.9% |
|
TESLA MOTORS INC | -2.7% |
 |
KINGSPAN GROUP PLC | -2.7% |
 |
SAMSUNG SDI CO LTD | -2.6% |