Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
62
HOLDINGS
18%
ALSO IN ACES
ACES
32
HOLDINGS
31%
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 | 9.1% | 6.0% | 6.0% |
|
FIRST SOLAR INC | 4.2% | 5.3% | 4.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% | 4.2% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 1.5% | 5.0% | 1.5% |
|
ORMAT TECHNOLOGIES INC | 1.1% | 5.2% | 1.1% |
SMOG Overweight Relative to ACES
|
NEXTERA ENERGY GROUP | 7.4% |
 |
IBERDROLA SA | 6.5% |
 |
ENEL SPA | 6.1% |
 |
BYD CO LTD-H | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.1% |
|
TESLA MOTORS INC | 3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
 |
KINGSPAN GROUP PLC | 2.7% |
SMOG Underweight Relative to ACES
|
ALBEMARLE CORP | -5.6% |
|
SUNRUN INC. | -5.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.3% |
|
ITRON INC | -4.3% |
|
ORMAT TECHNOLOGIES INC | -4.2% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.9% |
|
NORTHLAND POWER INC | -3.7% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.5% |
|
NEXTRACKER, INC. CLASS A | -3.5% |