Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
11.9%
% of SMOG's 73 holdings also in BECO
15.7%
% of BECO's 67 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus BECO)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in BECO |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 9.4% | 3.2% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% | 2.7% | 2.7% |
 |
ENEL SPA | 6.4% | 2.2% | 2.2% |
 |
KINGSPAN GROUP PLC | 2.7% | 1.7% | 1.7% |
|
FIRST SOLAR INC | 3.3% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to BECO
|
TESLA MOTORS INC | 7.6% |
 |
IBERDROLA SA | 7.3% |
|
NEXTERA ENERGY GROUP | 6.2% |
 |
BYD CO LTD-H | 5.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.4% |
|
ENEL SPA | 4.2% |
|
ENPHASE ENERGY INC | 3.0% |
|
OWENS CORNING | 3.0% |
|
VESTAS WIND SYSTEMS A/S | 2.9% |
|
DONG ENERGY A/S | 2.7% |
SMOG Underweight Relative to BECO
|
AVERY DENNISON CORP | -3.2% |
 |
SALMAR ASA | -3.0% |
 |
DSM-FIRMENICH AG | -3.0% |
|
REPUBLIC SERVICES INC | -3.0% |
|
ECOLAB INC | -2.9% |
 |
AG GROWTH INTERNATIONAL INC | -2.7% |
|
WASTE MANAGEMENT INC | -2.6% |
|
KERRY GROUP PLC-A | -2.6% |
|
XYLEM INC | -2.5% |
 |
SYMRISE AG | -2.5% |