Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
36%
ALSO IN FRNW
FRNW
52
HOLDINGS
42%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 6.1% | 3.8% |
 |
FIRST SOLAR INC | 3.7% | 5.1% | 3.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.4% | 6.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 5.7% | 1.8% |
|
DONG ENERGY A/S | 1.8% | 2.3% | 1.8% |
SMOG Overweight Relative to FRNW
|
TESLA MOTORS INC | 9.0% |
|
NEXTERA ENERGY GROUP | 8.4% |
 |
IBERDROLA SA | 6.7% |
 |
ENEL SPA | 6.3% |
 |
BYD CO LTD-H | 5.2% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.9% |
|
NIO INC. SPONSORED ADR CLASS A | 2.6% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.4% |
 |
KINGSPAN GROUP PLC | 2.2% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -8.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -4.0% |
|
NEXTRACKER, INC. CLASS A | -3.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.6% |
|
SUNRUN INC. | -3.4% |
 |
NORDEX AG | -3.3% |
|
E.ON AG | -3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.1% |
|
ITRON INC | -3.1% |