Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
18%
ALSO IN ETEC
ETEC
49
HOLDINGS
30%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ETEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.6% | 3.7% | 3.7% |
 |
FIRST SOLAR INC | 3.2% | 3.5% | 3.2% |
 |
CONTEMPORARY AMPEREX TECHN-H | 2.8% | 5.3% | 2.8% |
|
TESLA MOTORS INC | 7.8% | 2.6% | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% | 2.3% | 2.3% |
SMOG Overweight Relative to ETEC
 |
IBERDROLA SA | 8.4% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
ENEL SPA | 6.6% |
|
BYD CO LTD-H | 6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.3% |
|
TESLA MOTORS INC | 5.1% |
 |
SAMSUNG SDI CO LTD | 4.3% |
 |
KINGSPAN GROUP PLC | 3.0% |
 |
AXIA ENERGIA | 2.2% |
|
VESTAS WIND SYSTEMS A/S | 1.9% |
SMOG Underweight Relative to ETEC
 |
KURITA WATER INDUSTRIES LTD | -6.5% |
|
UNIVERSAL DISPLAY CORP | -6.4% |
|
BORGWARNER INC | -6.0% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.2% |
|
YASKAWA ELECTRIC CORP | -4.3% |
 |
KEMIRA OYJ | -3.6% |
|
GE VERONA | -3.5% |
|
XYLEM INC | -3.2% |
|
NGK INSULATORS LTD | -2.7% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -2.7% |