Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
38%
ALSO IN ICLN
ICLN
101
HOLDINGS
28%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ICLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.7% | 5.4% | 5.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 5.8% | 3.8% |
 |
FIRST SOLAR INC | 3.7% | 9.2% | 3.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.4% | 8.7% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 4.8% | 1.8% |
SMOG Overweight Relative to ICLN
|
TESLA MOTORS INC | 9.0% |
|
NEXTERA ENERGY GROUP | 8.4% |
 |
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% |
|
RIVIAN AUTOMOTIVE INC-A | 2.2% |
SMOG Underweight Relative to ICLN
|
FIRST SOLAR INC | -5.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -5.3% |
 |
SSE PLC | -4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.0% |
|
NEXTRACKER, INC. CLASS A | -3.0% |
|
CHINA YANGTZE POWER CO LTD-A | -3.0% |
|
EQUATORIAL ENERGIA SA - ORD | -2.7% |
|
CENTRAIS ELETRICAS BRASILIER | -2.7% |
|
VESTAS WIND SYSTEMS A/S | -2.0% |