Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
40%
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 | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 4.5% | 4.1% | 4.1% |
 |
IBERDROLA SA | 6.8% | 3.0% | 3.0% |
 |
NEXTERA ENERGY GROUP | 7.7% | 2.7% | 2.7% |
|
TESLA MOTORS INC | 7.7% | 2.2% | 2.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 0.9% | 0.9% |
SMOG Overweight Relative to CLNR
 |
ENEL SPA | 6.3% |
|
TESLA MOTORS INC | 5.5% |
|
NEXTERA ENERGY GROUP | 5.0% |
|
VESTAS WIND SYSTEMS A/S | 3.8% |
|
IBERDROLA SA | 3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.8% |
|
FIRST SOLAR INC | 3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% |
 |
KINGSPAN GROUP PLC | 2.7% |
|
OWENS CORNING | 2.5% |
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% |