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
12
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
21%
ALSO IN CNRG
CNRG
41
HOLDINGS
29%
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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.9% | 10.4% | 3.9% |
|
FIRST SOLAR INC | 4.2% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.1% | 3.0% | 2.1% |
|
NEXTERA ENERGY GROUP | 7.9% | 2.0% | 2.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% | 2.0% | 2.0% |
SMOG Overweight Relative to CNRG
|
TESLA MOTORS INC | 7.2% |
 |
IBERDROLA SA | 6.6% |
 |
ENEL SPA | 6.2% |
|
NEXTERA ENERGY GROUP | 5.9% |
 |
BYD CO LTD-H | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.1% |
|
NIO INC. SPONSORED ADR CLASS A | 2.8% |
 |
SAMSUNG SDI CO LTD | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 2.2% |
SMOG Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -7.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.5% |
|
FLUENCE ENERGY INC CLASS A | -5.5% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -4.0% |
|
SUNRUN INC. | -3.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.7% |
|
AMERESCO INC-CL A | -3.4% |
 |
BALLARD POWER SYSTEMS INC | -3.4% |
|
CANADIAN SOLAR INC | -3.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.0% |