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
12
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
21%
ALSO IN CNRG
CNRG
41
HOLDINGS
29%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 7.9% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 3.4% | 2.7% | 2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% | 2.3% | 2.3% |
|
TESLA MOTORS INC | 8.1% | 2.1% | 2.1% |
|
NEXTRACKER, INC. CLASS A | 1.4% | 2.9% | 1.4% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 7.4% |
 |
ENEL SPA | 6.8% |
|
TESLA MOTORS INC | 6.0% |
 |
BYD CO LTD-H | 5.4% |
|
NEXTERA ENERGY GROUP | 5.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
SMOG Underweight Relative to CNRG
|
JINKOSOLAR HOLDING CO-ADR | -3.3% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.2% |
|
GENERAC HOLDINGS INC | -3.2% |
|
CONSTELLATION ENERGY CORPORATION | -3.2% |
|
GE VERONA | -3.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.1% |
|
CANADIAN SOLAR INC | -3.0% |
|
AVISTA CORP | -2.9% |
|
ARCOSA INC | -2.9% |
|
ALLETE INC | -2.9% |