Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
30%
ALSO IN CTEC
CTEC
40
HOLDINGS
40%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CTEC |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.4% | 6.7% | 6.4% |
 |
SAMSUNG SDI CO LTD | 4.4% | 4.7% | 4.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 4.0% | 4.0% |
|
FIRST SOLAR INC | 2.7% | 4.0% | 2.7% |
 |
CONTEMPORARY AMPEREX TECHN-H | 2.1% | 4.0% | 2.1% |
SMOG Overweight Relative to CTEC
 |
IBERDROLA SA | 8.8% |
|
TESLA MOTORS INC | 8.6% |
|
NEXTERA ENERGY GROUP | 6.7% |
 |
ENEL SPA | 6.4% |
|
BYD CO LTD-H | 5.2% |
 |
AXIA ENERGIA | 3.8% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
ORSTED | 1.9% |
|
OWENS CORNING | 1.4% |
SMOG Underweight Relative to CTEC
|
GE VERONA | -6.7% |
|
TRANE TECHNOLOGIES PLC | -6.7% |
|
EATON CORP PLC | -6.4% |
 |
SIEMENS ENERGY AG | -6.1% |
 |
SCHNEIDER ELECTRIC SA | -5.5% |
|
CARRIER GLOBAL CORP. | -4.5% |
|
PRYSMIAN SPA | -4.4% |
|
NEXTRACKER, INC. CLASS A | -3.3% |
|
LG ENERGY SOLUTION LTD. | -3.1% |
|
NORDEX AG | -2.9% |