Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
SMOG
67
HOLDINGS
34%
ALSO IN ERTH
ERTH
196
HOLDINGS
13%
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 | 7.3% | 5.0% | 5.0% |
 |
BYD CO LTD-H | 4.6% | 4.3% | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 3.7% | 3.8% | 3.7% |
|
NEXTRACKER, INC. CLASS A | 2.3% | 2.6% | 2.3% |
SMOG Overweight Relative to ERTH
|
BLOOM ENERGY CORPORATION CLASS A | 10.5% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
IBERDROLA SA | 7.0% |
 |
ENEL SPA | 6.3% |
 |
SAMSUNG SDI CO LTD | 4.2% |
|
TESLA MOTORS INC | 2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
|
ORSTED | 1.9% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% |
|
ACCIONA SA | 1.4% |
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% |