Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
17%
ALSO IN CNRG
CNRG
36
HOLDINGS
25%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.7% | 4.3% | 4.3% |
|
NEXTERA ENERGY GROUP | 6.7% | 3.1% | 3.1% |
|
TESLA MOTORS INC | 8.4% | 2.7% | 2.7% |
|
FIRST SOLAR INC | 2.7% | 2.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 1.5% | 2.5% | 1.5% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 8.4% |
 |
ENEL SPA | 6.6% |
|
TESLA MOTORS INC | 5.7% |
 |
BYD CO LTD-H | 5.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
 |
SAMSUNG SDI CO LTD | 4.2% |
|
NEXTERA ENERGY GROUP | 3.5% |
 |
AXIA ENERGIA | 3.5% |
|
RIVIAN AUTOMOTIVE INC-A | 3.1% |
 |
KINGSPAN GROUP PLC | 3.0% |
SMOG Underweight Relative to CNRG
|
ARCOSA INC | -4.2% |
|
GE VERONA | -3.9% |
|
CONSTELLATION ENERGY CORPORATION | -3.8% |
|
ENERGY VAULT HOLDINGS, INC. | -3.6% |
|
AES CORP | -3.6% |
 |
TRANSALTA CORP | -3.3% |
|
GENERAC HOLDINGS INC | -3.0% |
|
AMERESCO INC-CL A | -2.9% |
|
AVISTA CORP | -2.9% |
|
CEMIG SA -SPONS ADR | -2.9% |