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
18%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
18%
ALSO IN ACES
ACES
34
HOLDINGS
29%
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 | 8.4% | 5.1% | 5.1% |
|
FIRST SOLAR INC | 3.7% | 5.1% | 3.7% |
|
RIVIAN AUTOMOTIVE INC-A | 3.6% | 5.7% | 3.6% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 4.9% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.1% | 4.9% | 1.1% |
SMOG Overweight Relative to ACES
|
NEXTERA ENERGY GROUP | 7.9% |
 |
IBERDROLA SA | 7.2% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 5.7% |
 |
VESTAS WIND SYSTEMS A/S | 5.0% |
|
TESLA MOTORS INC | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.4% |
 |
KINGSPAN GROUP PLC | 2.4% |
 |
LG ENERGY SOLUTION LTD. | 2.3% |
SMOG Underweight Relative to ACES
|
ALBEMARLE CORP | -5.9% |
|
SUNRUN INC. | -4.9% |
|
ITRON INC | -4.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.7% |
|
ENPHASE ENERGY INC | -4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.3% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.9% |
|
ORMAT TECHNOLOGIES INC | -3.8% |
|
NORTHLAND POWER INC | -3.7% |
|
PLUG POWER INC | -3.6% |