Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
17%
ALSO IN ETEC
ETEC
49
HOLDINGS
29%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ETEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.3% | 3.8% | 3.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.0% | 3.0% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 3.9% | 2.6% |
|
TESLA MOTORS INC | 7.6% | 2.3% | 2.3% |
 |
CONTEMPORARY AMPEREX TECHN-H | 1.6% | 6.1% | 1.6% |
SMOG Overweight Relative to ETEC
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% |
|
NEXTERA ENERGY GROUP | 7.5% |
 |
IBERDROLA SA | 6.5% |
 |
ENEL SPA | 6.2% |
|
BYD CO LTD-H | 5.4% |
|
TESLA MOTORS INC | 5.3% |
 |
SAMSUNG SDI CO LTD | 4.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
ORSTED | 2.1% |
|
NIO INC. SPONSORED ADR CLASS A | 2.1% |
SMOG Underweight Relative to ETEC
|
ALLEGRO MICROSYSTEMS, INC. | -7.5% |
 |
YASKAWA ELECTRIC CORP | -6.4% |
|
KURITA WATER INDUSTRIES LTD | -5.7% |
|
BORGWARNER INC | -5.6% |
|
UNIVERSAL DISPLAY CORP | -4.8% |
|
CONTEMPORARY AMPEREX TECHN-H | -4.5% |
|
NGK INSULATORS LTD | -3.2% |
|
GE VERONA | -3.2% |
 |
KEMIRA OYJ | -3.1% |
|
XYLEM INC | -2.2% |