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
21%
ALSO IN FAN
FAN
54
HOLDINGS
28%
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 | 3.8% | 7.7% | 3.8% |
 |
NEXTERA ENERGY GROUP | 8.4% | 2.2% | 2.2% |
 |
ENEL SPA | 6.3% | 2.0% | 2.0% |
 |
IBERDROLA SA | 6.7% | 2.0% | 2.0% |
|
DONG ENERGY A/S | 1.8% | 4.7% | 1.8% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 9.0% |
|
NEXTERA ENERGY GROUP | 6.2% |
 |
BYD CO LTD-H | 5.2% |
|
IBERDROLA SA | 4.7% |
|
ENEL SPA | 4.2% |
|
FIRST SOLAR INC | 3.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.9% |
|
NIO INC. SPONSORED ADR CLASS A | 2.6% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
SMOG Underweight Relative to FAN
|
EDP RENOVAVEIS SA | -7.3% |
 |
NORTHLAND POWER INC | -6.3% |
 |
NORDEX AG | -5.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -4.7% |
|
VESTAS WIND SYSTEMS A/S | -3.9% |
|
CHINA LONGYUAN POWER GROUP-H | -3.3% |
|
DONG ENERGY A/S | -2.9% |
|
BORALEX INC -CL 'A' | -2.7% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -2.3% |
|
RWE AG | -2.3% |