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
12
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
22%
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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 2.8% | 2.8% |
|
NEXTERA ENERGY GROUP | 7.7% | 2.5% | 2.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% | 2.0% | 2.0% |
|
TESLA MOTORS INC | 7.7% | 1.8% | 1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.7% | 5.1% | 1.7% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.3% |
|
TESLA MOTORS INC | 5.9% |
|
NEXTERA ENERGY GROUP | 5.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
BYD CO LTD-H | 4.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.8% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% |
 |
KINGSPAN GROUP PLC | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.6% |
SMOG Underweight Relative to CNRG
|
SOLAREDGE TECHNOLOGIES, INC. | -3.9% |
|
SUNRUN INC. | -3.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.7% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.7% |
|
GENERAC HOLDINGS INC | -3.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.4% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.0% |
|
GE VERONA | -3.0% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.0% |
|
JINKOSOLAR HOLDING CO-ADR | -2.9% |