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
15%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
27%
ALSO IN CCSO
CCSO
109
HOLDINGS
14%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CCSO)
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 CCSO |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.2% | 2.2% | 2.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.6% | 1.8% | 1.8% |
 |
XPENG, INC. ADR SPONSORED CLASS A | 2.1% | 1.7% | 1.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 1.8% | 1.7% | 1.7% |
|
NEXTRACKER, INC. CLASS A | 2.1% | 1.3% | 1.3% |
SMOG Overweight Relative to CCSO
|
NEXTERA ENERGY GROUP | 8.0% |
|
TESLA MOTORS INC | 7.6% |
 |
IBERDROLA SA | 7.0% |
 |
ENEL SPA | 6.5% |
|
BYD CO LTD-H | 5.8% |
 |
VESTAS WIND SYSTEMS A/S | 5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.1% |
 |
SAMSUNG SDI CO LTD | 3.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
|
LG ENERGY SOLUTION LTD. | 2.4% |
SMOG Underweight Relative to CCSO
|
SOUTHERN COPPER CORP | -6.8% |
|
QUANTA SERVICES INC | -5.2% |
|
WASTE MANAGEMENT INC | -5.0% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.0% |
|
GE VERONA | -5.0% |
|
CARRIER GLOBAL CORP. | -4.7% |
|
REPUBLIC SERVICES INC | -4.7% |
 |
CAMECO CORP | -4.6% |
|
WASTE CONNECTIONS, INC. | -3.9% |
|
NUCOR CORP | -3.6% |