Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
39.3%
% of SMOG's 65 holdings also in CLNR
27.8%
% of CLNR's 81 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus CLNR)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 6.5% | 4.1% | 4.1% |
 |
IBERDROLA SA | 8.6% | 3.0% | 3.0% |
 |
NEXTERA ENERGY GROUP | 7.7% | 2.7% | 2.7% |
|
TESLA MOTORS INC | 8.2% | 2.2% | 2.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to CLNR
 |
ENEL SPA | 7.5% |
|
TESLA MOTORS INC | 5.9% |
|
IBERDROLA SA | 5.6% |
|
NEXTERA ENERGY GROUP | 4.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
|
VESTAS WIND SYSTEMS A/S | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
SMOG Underweight Relative to CLNR
 |
SIEMENS AG-REG | -3.8% |
 |
TOYOTA MOTOR CORP | -3.3% |
|
GE AEROSPACE | -3.1% |
|
DAIMLER AG-REGISTERED SHARES | -3.1% |
|
HITACHI LTD | -3.0% |
|
INFINEON TECHNOLOGIES AG | -3.0% |
|
ALPHABET INC. CLASS A | -3.0% |
|
APPLE INC | -3.0% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -2.9% |
 |
ABB LTD. | -2.9% |