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
16%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
17%
ALSO IN ACES
ACES
33
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ACES)
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 SMOG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.6% | 5.4% | 5.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% | 4.9% | 2.8% |
|
FIRST SOLAR INC | 2.7% | 4.7% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 5.6% | 1.6% |
|
ORMAT TECHNOLOGIES INC | 0.8% | 4.6% | 0.8% |
SMOG Overweight Relative to ACES
 |
IBERDROLA SA | 8.8% |
|
NEXTERA ENERGY GROUP | 6.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% |
 |
ENEL SPA | 6.4% |
 |
BYD CO LTD-H | 5.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% |
 |
SAMSUNG SDI CO LTD | 4.4% |
 |
AXIA ENERGIA | 3.8% |
|
TESLA MOTORS INC | 3.1% |
 |
KINGSPAN GROUP PLC | 3.1% |
SMOG Underweight Relative to ACES
|
CLEARWAY ENERGY, INC. CLASS C | -5.2% |
|
DARLING INTERNATIONAL INC | -5.2% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
NORTHLAND POWER INC | -4.9% |
|
ITRON INC | -4.8% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.4% |
|
ENPHASE ENERGY INC | -4.3% |
|
ALBEMARLE CORP | -4.2% |
|
NEXTRACKER, INC. CLASS A | -4.0% |
|
ORMAT TECHNOLOGIES INC | -3.8% |