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
19
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
35%
ALSO IN ERTH
ERTH
196
HOLDINGS
12%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.8% | 5.0% | 5.0% |
 |
BYD CO LTD-H | 5.2% | 4.3% | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 2.7% | 3.8% | 2.7% |
 |
KINGSPAN GROUP PLC | 2.9% | 2.1% | 2.1% |
SMOG Overweight Relative to ERTH
 |
IBERDROLA SA | 9.5% |
|
NEXTERA ENERGY GROUP | 7.5% |
 |
ENEL SPA | 7.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.7% |
 |
SAMSUNG SDI CO LTD | 4.0% |
 |
AXIA ENERGIA | 3.9% |
|
TESLA MOTORS INC | 3.8% |
|
ORSTED | 2.0% |
 |
NIBE INDUSTRIER AB CLASS B | 1.6% |
|
OWENS CORNING | 1.5% |
SMOG Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.1% |
|
NVIDIA CORP | -4.8% |
|
WEYERHAEUSER CO | -2.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -2.2% |
 |
SCENTRE GROUP | -2.0% |
|
APPLIED BLOCKCHAIN INC | -1.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -1.7% |
 |
CAPITAMALL TRUST | -1.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.5% |
|
NIO INC-CLASS A | -1.3% |