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
19%

OVERLAP
BY WEIGHT
12

# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
21%
ALSO IN ACES
ACES
35
HOLDINGS
33%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in SMOG
Weight
in ACES
Overlap
TESLA MOTORS INC 8.1% 5.4% 5.4%
FIRST SOLAR INC 3.4% 4.4% 3.4%
RIVIAN AUTOMOTIVE INC-A 3.0% 4.7% 3.0%
NEXTRACKER, INC. CLASS A 1.4% 4.8% 1.4%
ORMAT TECHNOLOGIES INC 1.1% 5.3% 1.1%
SMOG Overweight Relative to ACES
NEXTERA ENERGY GROUP 7.9%
IBERDROLA SA 7.4%
ENEL SPA 6.8%
BYD CO LTD-H 5.4%
VESTAS WIND SYSTEMS A/S 3.9%
LI AUTO, INC. SPONSORED ADR CLASS A 3.8%
XPENG, INC. ADR SPONSORED CLASS A 3.2%
KINGSPAN GROUP PLC 3.1%
TESLA MOTORS INC 2.7%
OWENS CORNING 2.5%
SMOG Underweight Relative to ACES
ITRON INC -5.3%
ALBEMARLE CORP -5.3%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
CLEARWAY ENERGY, INC. CLASS C -4.9%
HANNON ARMSTRONG SUSTAINABLE -4.7%
ORMAT TECHNOLOGIES INC -4.3%
LUCID GROUP, INC. -4.0%
NORTHLAND POWER INC -3.9%
BORALEX INC -CL 'A' -3.8%
ENPHASE ENERGY INC -3.7%
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