Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
25%
ALSO IN CTEC
CTEC
35
HOLDINGS
42%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CTEC |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 6.3% | 4.7% |
 |
FIRST SOLAR INC | 4.2% | 6.7% | 4.2% |
 |
SAMSUNG SDI CO LTD | 2.0% | 5.5% | 2.0% |
 |
NIBE INDUSTRIER AB CLASS B | 2.0% | 5.0% | 2.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.7% | 6.7% | 1.7% |
SMOG Overweight Relative to CTEC
|
NEXTERA ENERGY GROUP | 7.7% |
|
TESLA MOTORS INC | 7.7% |
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.3% |
 |
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% |
|
NIO INC. SPONSORED ADR CLASS A | 2.6% |
SMOG Underweight Relative to CTEC
|
NEXTRACKER, INC. CLASS A | -5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -5.0% |
|
QUANTUMSCAPE CORPORATION CLASS A | -4.8% |
 |
NORDEX AG | -4.2% |
 |
JOHNSON MATTHEY PLC | -3.8% |
 |
CHINA EVERBRIGHT INTL LTD | -3.8% |
|
SAMSUNG SDI CO LTD | -3.5% |
|
NIBE INDUSTRIER AB CLASS B | -3.0% |
 |
LANDIS+GYR GROUP AG | -2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.8% |