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
18%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
20%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CNRG)
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 CNRG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.7% | 2.8% | 2.8% |
|
NEXTERA ENERGY GROUP | 7.9% | 2.7% | 2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% | 2.5% | 2.5% |
|
TESLA MOTORS INC | 8.4% | 2.2% | 2.2% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% | 2.1% | 2.1% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 7.2% |
 |
ENEL SPA | 6.6% |
|
TESLA MOTORS INC | 6.2% |
 |
BYD CO LTD-H | 5.7% |
|
NEXTERA ENERGY GROUP | 5.1% |
 |
VESTAS WIND SYSTEMS A/S | 5.0% |
|
RIVIAN AUTOMOTIVE INC-A | 3.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.4% |
 |
KINGSPAN GROUP PLC | 2.4% |
 |
LG ENERGY SOLUTION LTD. | 2.3% |
SMOG Underweight Relative to CNRG
|
ARRAY TECHNOLOGIES INC | -3.2% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.0% |
|
JINKOSOLAR HOLDING CO-ADR | -2.9% |
|
ENERGY VAULT HOLDINGS, INC. | -2.9% |
|
AES CORP | -2.8% |
|
AVISTA CORP | -2.8% |
|
CONSTELLATION ENERGY CORPORATION | -2.8% |
|
ARCOSA INC | -2.8% |
|
CANADIAN SOLAR INC | -2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.7% |