Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
16%
ALSO IN ACES
ACES
32
HOLDINGS
28%
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 | 7.8% | 5.8% | 5.8% |
|
FIRST SOLAR INC | 3.2% | 4.8% | 3.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% | 6.5% | 2.9% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 4.1% | 1.6% |
|
ORMAT TECHNOLOGIES INC | 0.8% | 4.9% | 0.8% |
SMOG Overweight Relative to ACES
 |
IBERDROLA SA | 8.4% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.3% |
 |
SAMSUNG SDI CO LTD | 4.3% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
 |
AXIA ENERGIA | 2.2% |
SMOG Underweight Relative to ACES
|
ITRON INC | -6.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.8% |
|
ALBEMARLE CORP | -5.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.7% |
|
CLEARWAY ENERGY, INC. CLASS C | -5.2% |
|
NORTHLAND POWER INC | -4.9% |
|
PLUG POWER INC | -4.4% |
|
ORMAT TECHNOLOGIES INC | -4.0% |
|
RIVIAN AUTOMOTIVE INC-A | -3.7% |
|
ENPHASE ENERGY INC | -3.6% |