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
13
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
23%
ALSO IN FAN
FAN
56
HOLDINGS
30%
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 | 3.9% | 7.7% | 3.9% |
 |
IBERDROLA SA | 7.4% | 2.2% | 2.2% |
 |
ENEL SPA | 6.8% | 2.2% | 2.2% |
|
DONG ENERGY A/S | 1.8% | 6.8% | 1.8% |
 |
NEXTERA ENERGY GROUP | 7.9% | 1.7% | 1.7% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 8.1% |
|
NEXTERA ENERGY GROUP | 6.2% |
 |
BYD CO LTD-H | 5.4% |
|
IBERDROLA SA | 5.2% |
|
ENEL SPA | 4.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% |
|
FIRST SOLAR INC | 3.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
SMOG Underweight Relative to FAN
 |
NORTHLAND POWER INC | -6.3% |
|
EDP RENOVAVEIS SA | -6.0% |
|
DONG ENERGY A/S | -5.0% |
 |
NORDEX AG | -4.4% |
|
CHINA LONGYUAN POWER GROUP-H | -3.9% |
 |
CENTURY IRON & STEEL INDUSTRIAL CO., | -3.9% |
|
VESTAS WIND SYSTEMS A/S | -3.8% |
|
SIEMENS ENERGY AG | -3.3% |
|
BORALEX INC -CL 'A' | -3.2% |
|
GE VERONA | -2.6% |