Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
PBD
105
HOLDINGS
26%
ALSO IN SMOG
SMOG
63
HOLDINGS
49%
ALSO IN PBD
SECTOR DRIFT (PBD minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in PBD |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 1.5% | 1.4% | 1.4% |
 |
ACCIONA SA | 1.1% | 1.3% | 1.1% |
 |
DONG ENERGY A/S | 1.1% | 1.9% | 1.1% |
 |
SAMSUNG SDI CO LTD | 1.0% | 2.2% | 1.0% |
 |
NIO INC. SPONSORED ADR CLASS A | 1.0% | 2.1% | 1.0% |
PBD Overweight Relative to SMOG
|
PLUG POWER INC | 1.7% |
|
SOLARIA ENERGIA Y MEDIO AMBI | 1.5% |
 |
DELTA ELECTRONICS INC | 1.4% |
 |
CERES POWER HOLDINGS PLC | 1.2% |
|
FORTUNE ELECTRIC CO LTD | 1.2% |
|
ITM POWER PLC | 1.2% |
|
GREEN PLAINS RENEWABLE ENERG | 1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | 1.2% |
|
DOOSAN FUEL CELL CO., LTD. | 1.2% |
|
CORPORACION ACCIONA ENERGIAS RENOVAB | 1.1% |
PBD Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.9% |
|
NEXTERA ENERGY GROUP | -7.7% |
|
IBERDROLA SA | -6.7% |
 |
ENEL SPA | -6.3% |
|
BYD CO LTD-H | -4.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.3% |
|
VESTAS WIND SYSTEMS A/S | -3.3% |
|
FIRST SOLAR INC | -3.2% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.6% |