Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
37.5%
% of SMOG's 64 holdings also in FRNW
43.8%
% of FRNW's 52 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus FRNW)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 3.5% | 4.7% | 3.5% |
 |
FIRST SOLAR INC | 2.9% | 3.5% | 2.9% |
|
DONG ENERGY A/S | 2.2% | 3.4% | 2.2% |
|
ENPHASE ENERGY INC | 1.3% | 3.2% | 1.3% |
 |
MERIDIAN ENERGY LTD | 1.3% | 2.5% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to FRNW
|
TESLA MOTORS INC | 9.1% |
 |
IBERDROLA SA | 8.2% |
 |
ENEL SPA | 7.4% |
|
NEXTERA ENERGY GROUP | 7.3% |
 |
BYD CO LTD-H | 6.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.4% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
NEXTRACKER, INC. CLASS A | -3.4% |
|
ITRON INC | -2.7% |
 |
VINCI SA | -2.6% |
|
NEOEN S.A. | -2.5% |
 |
E.ON AG | -2.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.4% |
 |
VERBUND AG | -2.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.1% |