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   

28

Number of overlapping holdings

42.4%

% of SMOG's 72 holdings also in FRNW

56.0%

% of FRNW's 65 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 5.0% 3.8% 3.8%
FIRST SOLAR INC 3.6% 6.3% 3.6%
ENPHASE ENERGY INC 2.7% 3.5% 2.7%
DONG ENERGY A/S 2.6% 3.0% 2.6%
MERIDIAN ENERGY LTD 1.3% 2.5% 1.3%

Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to FRNW
TESLA MOTORS INC 10.9%
NEXTERA ENERGY GROUP 8.0%
IBERDROLA SA 6.8%
ENEL SPA 6.4%
BYD CO LTD-H 6.1%
SAMSUNG SDI CO LTD 3.4%
LI AUTO, INC. SPONSORED ADR CLASS A 3.0%
OWENS CORNING 2.8%
KINGSPAN GROUP PLC 2.7%
RIVIAN AUTOMOTIVE INC-A 2.4%
SMOG Underweight Relative to FRNW
NEXTRACKER, INC. CLASS A -2.8%
FIRST SOLAR INC -2.7%
BROOKFIELD RENEWABLE CORPORATION CLA -2.6%
ITRON INC -2.6%
ENCAVIS AG -2.4%
BLOOM ENERGY CORPORATION CLASS A -2.3%
VERBUND AG -2.1%
CHINA LONGYUAN POWER GROUP-H -2.1%
CLEARWAY ENERGY, INC. CLASS C -2.1%
AMERESCO INC-CL A -1.9%
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