Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
SMOG
67
HOLDINGS
38%
ALSO IN CLNR
CLNR
81
HOLDINGS
28%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CLNR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.0% | 2.9% | 2.9% |
 |
BLOOM ENERGY CORPORATION CLASS A | 10.5% | 2.3% | 2.3% |
|
TESLA MOTORS INC | 7.3% | 2.0% | 2.0% |
|
NEXTERA ENERGY GROUP | 7.0% | 1.9% | 1.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 1.0% | 1.0% |
SMOG Overweight Relative to CLNR
|
BLOOM ENERGY CORPORATION CLASS A | 8.3% |
 |
ENEL SPA | 6.3% |
|
TESLA MOTORS INC | 5.3% |
|
NEXTERA ENERGY GROUP | 5.1% |
|
IBERDROLA SA | 4.1% |
 |
BYD CO LTD-H | 4.0% |
|
VESTAS WIND SYSTEMS A/S | 3.5% |
 |
SAMSUNG SDI CO LTD | 3.5% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
FIRST SOLAR INC | 2.8% |
SMOG Underweight Relative to CLNR
|
INTEL CORP | -9.7% |
|
ADVANCED MICRO DEVICES | -6.8% |
 |
INFINEON TECHNOLOGIES AG | -4.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -4.3% |
|
DELTA ELECTRONICS INC | -4.3% |
|
GE AEROSPACE | -3.4% |
 |
ABB LTD. | -3.3% |
|
ALPHABET INC. CLASS A | -3.0% |
|
SIEMENS AG-REG | -2.9% |
|
TEXAS INSTRUMENTS INC | -2.8% |