Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
47.8%
% of SMOG's 73 holdings also in GCLN
15.7%
% of GCLN's 201 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus GCLN)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in GCLN |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 9.8% | 4.9% | 4.9% |
 |
IBERDROLA SA | 7.6% | 4.7% | 4.7% |
|
TESLA MOTORS INC | 7.1% | 4.4% | 4.4% |
 |
ENEL SPA | 6.6% | 3.5% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to GCLN
 |
BYD CO LTD-H | 5.5% |
|
NEXTERA ENERGY GROUP | 5.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.1% |
|
VESTAS WIND SYSTEMS A/S | 3.7% |
|
ENEL SPA | 3.1% |
|
OWENS CORNING | 2.9% |
|
IBERDROLA SA | 2.9% |
|
TESLA MOTORS INC | 2.7% |
 |
KINGSPAN GROUP PLC | 2.7% |
 |
SAMSUNG SDI CO LTD | 2.6% |
SMOG Underweight Relative to GCLN
 |
SCHNEIDER ELECTRIC SA | -3.2% |
|
DUKE ENERGY CORP | -2.5% |
|
EXELON CORP | -2.5% |
 |
NATIONAL GRID PLC | -2.5% |
|
SEMPRA ENERGY | -2.3% |
|
AMERICAN ELECTRIC POWER | -2.3% |
|
PUBLIC SERVICE ENTERPRISE GP | -2.2% |
 |
E.ON AG | -2.0% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -2.0% |
|
DOMINION RESOURCES INC/VA | -2.0% |