Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

10
Number of overlapping holdings
17.5%
% of SMOG's 64 holdings also in ETEC
24.4%
% of ETEC's 50 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus ETEC)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in SMOG |
Weight in ETEC |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 4.2% | 3.1% | 3.1% | |
VESTAS WIND SYSTEMS A/S | 3.6% | 3.0% | 3.0% | |
TESLA MOTORS INC | 7.9% | 2.8% | 2.8% | |
ENPHASE ENERGY INC | 2.0% | 3.1% | 2.0% | |
RIVIAN AUTOMOTIVE INC-A | 2.4% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to ETEC
NEXTERA ENERGY GROUP | 8.1% | |
IBERDROLA SA | 7.5% | |
ENEL SPA | 6.7% | |
BYD CO LTD-H | 6.2% | |
TESLA MOTORS INC | 5.2% | |
OWENS CORNING | 3.8% | |
XPENG, INC. ADR SPONSORED CLASS A | 3.1% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 2.9% | |
KINGSPAN GROUP PLC | 2.5% | |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
SMOG Underweight Relative to ETEC
YASKAWA ELECTRIC CORP | -6.5% | |
KURITA WATER INDUSTRIES LTD | -5.7% | |
UNIVERSAL DISPLAY CORP | -5.6% | |
BORGWARNER INC | -5.5% | |
ALLEGRO MICROSYSTEMS, INC. | -5.2% | |
KEMIRA OYJ | -4.7% | |
SIEMENS ENERGY AG | -3.5% | |
XYLEM INC | -3.1% | |
NGK INSULATORS LTD | -2.8% | |
GS YUASA CORP | -2.8% |