Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
38%
ALSO IN FRNW
FRNW
52
HOLDINGS
44%
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 | 3.9% | 4.7% | 3.9% |
 |
FIRST SOLAR INC | 3.4% | 3.5% | 3.4% |
|
DONG ENERGY A/S | 1.8% | 3.4% | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.4% | 3.4% | 1.4% |
 |
ACCIONA SA | 1.2% | 2.5% | 1.2% |
SMOG Overweight Relative to FRNW
|
TESLA MOTORS INC | 8.1% |
|
NEXTERA ENERGY GROUP | 7.9% |
|
IBERDROLA SA | 7.4% |
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 5.4% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
|
OWENS CORNING | 2.5% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
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% |
|
ENPHASE ENERGY INC | -2.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.1% |