Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
38%
ALSO IN FRNW
FRNW
69
HOLDINGS
43%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 5.0% | 4.8% | 4.8% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 4.7% | 4.7% |
|
FIRST SOLAR INC | 3.1% | 3.9% | 3.1% |
|
ORSTED | 2.1% | 3.0% | 2.1% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 3.4% | 1.9% |
SMOG Overweight Relative to FRNW
 |
IBERDROLA SA | 8.9% |
|
NEXTERA ENERGY GROUP | 7.9% |
 |
ENEL SPA | 7.0% |
|
TESLA MOTORS INC | 7.0% |
 |
BYD CO LTD-H | 6.0% |
 |
SAMSUNG SDI CO LTD | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
 |
KINGSPAN GROUP PLC | 2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -5.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.1% |
 |
BROOKFIELD RENEWABLE CORP | -2.1% |
|
ITRON INC | -2.1% |
 |
SMA SOLAR TECHNOLOGY AG | -1.9% |
 |
VINCI SA | -1.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.8% |
|
ORMAT TECHNOLOGIES INC | -1.7% |
|
E.ON AG | -1.7% |