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
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%
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