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
12
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
22%
ALSO IN FAN
FAN
50
HOLDINGS
29%
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 | 4.3% | 8.0% | 4.3% |
 |
NEXTERA ENERGY GROUP | 8.6% | 2.1% | 2.1% |
|
ORSTED | 2.0% | 4.8% | 2.0% |
 |
IBERDROLA SA | 7.3% | 2.0% | 2.0% |
 |
ENEL SPA | 6.7% | 2.0% | 2.0% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 7.4% |
|
NEXTERA ENERGY GROUP | 6.5% |
 |
BYD CO LTD-H | 5.5% |
|
IBERDROLA SA | 5.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.1% |
|
ENEL SPA | 4.8% |
 |
SAMSUNG SDI CO LTD | 3.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
|
FIRST SOLAR INC | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
SMOG Underweight Relative to FAN
 |
NORDEX AG | -8.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -8.1% |
|
EDP RENOVAVEIS SA | -6.1% |
 |
NORTHLAND POWER INC | -4.7% |
|
VESTAS WIND SYSTEMS A/S | -3.7% |
|
CHINA LONGYUAN POWER GROUP-H | -3.0% |
|
ORSTED | -2.8% |
|
RWE AG | -2.5% |
|
SIEMENS ENERGY AG | -2.5% |
 |
GDF SUEZ | -2.5% |