Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
18%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
62
HOLDINGS
24%
ALSO IN FAN
FAN
53
HOLDINGS
30%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FAN)
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 FAN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 8.5% | 4.0% |
 |
IBERDROLA SA | 6.5% | 2.1% | 2.1% |
 |
ENEL SPA | 6.1% | 2.1% | 2.1% |
 |
NEXTERA ENERGY GROUP | 7.4% | 1.7% | 1.7% |
|
OWENS CORNING | 2.5% | 1.6% | 1.6% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 9.1% |
|
NEXTERA ENERGY GROUP | 5.7% |
|
IBERDROLA SA | 4.4% |
 |
BYD CO LTD-H | 4.2% |
|
FIRST SOLAR INC | 4.2% |
|
ENEL SPA | 4.1% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
SMOG Underweight Relative to FAN
 |
NORTHLAND POWER INC | -6.7% |
|
EDP RENOVAVEIS SA | -5.9% |
 |
NORDEX AG | -4.8% |
|
CHINA LONGYUAN POWER GROUP-H | -4.5% |
|
VESTAS WIND SYSTEMS A/S | -4.5% |
|
DONG ENERGY A/S | -3.6% |
|
SIEMENS ENERGY AG | -3.2% |
|
GE VERONA | -3.1% |
|
BORALEX INC -CL 'A' | -2.7% |
|
PRYSMIAN SPA | -2.6% |