Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

OVERLAP
20%
OVERLAP
BY WEIGHT
BY WEIGHT
8
# OF OVERLAPPING HOLDINGS
SMOG
63
HOLDINGS
14%
ALSO IN GSFP
GSFP
44
HOLDINGS
20%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus GSFP)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in SMOG |
Weight in GSFP |
Overlap | |
---|---|---|---|---|
IBERDROLA SA | 7.4% | 5.3% | 5.3% | |
NEXTERA ENERGY GROUP | 7.9% | 4.7% | 4.7% | |
ENEL SPA | 6.8% | 4.4% | 4.4% | |
KINGSPAN GROUP PLC | 3.1% | 2.1% | 2.1% | |
TOPBUILD CORP | 1.4% | 1.7% | 1.4% |
SMOG Overweight Relative to GSFP
TESLA MOTORS INC | 8.1% | |
BYD CO LTD-H | 5.4% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% | |
FIRST SOLAR INC | 3.4% | |
VESTAS WIND SYSTEMS A/S | 3.3% | |
NEXTERA ENERGY GROUP | 3.2% | |
XPENG, INC. ADR SPONSORED CLASS A | 3.2% | |
RIVIAN AUTOMOTIVE INC-A | 3.0% | |
OWENS CORNING | 2.5% | |
ENEL SPA | 2.5% |
SMOG Underweight Relative to GSFP
WASTE MANAGEMENT INC | -5.6% | |
DSM-FIRMENICH AG | -3.9% | |
NOVOZYMES A/S-B SHARES | -3.6% | |
INFINEON TECHNOLOGIES AG | -3.4% | |
SCHNEIDER ELECTRIC SA | -3.4% | |
DOCUSIGN, INC. | -3.1% | |
SMURFIT WESTROCK PLC | -3.1% | |
INTERNATIONAL PAPER CO | -3.1% | |
WASTE CONNECTIONS, INC. | -3.0% | |
DASSAULT SYSTEMES SA | -3.0% |