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
12
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
21%
ALSO IN ACES
ACES
35
HOLDINGS
34%
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 | 7.7% | 5.0% | 5.0% |
|
FIRST SOLAR INC | 3.6% | 4.5% | 3.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% | 4.3% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 1.5% | 4.8% | 1.5% |
|
ORMAT TECHNOLOGIES INC | 1.1% | 5.3% | 1.1% |
SMOG Overweight Relative to ACES
|
NEXTERA ENERGY GROUP | 8.2% |
 |
IBERDROLA SA | 6.9% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 5.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.0% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
TESLA MOTORS INC | 2.7% |
|
OWENS CORNING | 2.6% |
SMOG Underweight Relative to ACES
|
ALBEMARLE CORP | -5.5% |
|
ITRON INC | -5.1% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.4% |
|
ORMAT TECHNOLOGIES INC | -4.2% |
|
LUCID GROUP, INC. | -4.1% |
|
NORTHLAND POWER INC | -3.9% |
|
ENPHASE ENERGY INC | -3.6% |
|
SUNRUN INC. | -3.6% |