Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
22%
ALSO IN FAN
FAN
51
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FAN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FAN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.8% | 11.3% | 5.8% |
 |
IBERDROLA SA | 8.5% | 2.1% | 2.1% |
|
ORSTED | 1.9% | 7.7% | 1.9% |
 |
NEXTERA ENERGY GROUP | 6.9% | 1.9% | 1.9% |
 |
ENEL SPA | 6.2% | 1.9% | 1.9% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 7.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 7.2% |
|
IBERDROLA SA | 6.3% |
 |
BYD CO LTD-H | 5.2% |
|
NEXTERA ENERGY GROUP | 5.0% |
 |
SAMSUNG SDI CO LTD | 5.0% |
|
ENEL SPA | 4.4% |
|
FIRST SOLAR INC | 3.1% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% |
SMOG Underweight Relative to FAN
 |
NORDEX AG | -6.7% |
|
EDP RENOVAVEIS SA | -6.0% |
|
ORSTED | -5.8% |
|
VESTAS WIND SYSTEMS A/S | -5.5% |
 |
NORTHLAND POWER INC | -5.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.5% |
|
ARCOSA INC | -2.9% |
|
PRYSMIAN SPA | -2.6% |
|
TIMKEN CO | -2.4% |
|
GE VERONA | -2.4% |