Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
BY WEIGHT
22
# OF OVERLAPPING HOLDINGS
SMOG
63
HOLDINGS
39%
ALSO IN ICLN
ICLN
102
HOLDINGS
29%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ICLN)
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 ICLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.4% | 6.2% | 6.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% | 6.0% | 3.9% |
 |
FIRST SOLAR INC | 3.4% | 7.8% | 3.4% |
|
DONG ENERGY A/S | 1.8% | 2.7% | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.4% | 4.4% | 1.4% |
SMOG Overweight Relative to ICLN
|
TESLA MOTORS INC | 8.1% |
|
NEXTERA ENERGY GROUP | 7.9% |
 |
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% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
SMOG Underweight Relative to ICLN
 |
SSE PLC | -6.5% |
|
FIRST SOLAR INC | -4.4% |
|
CHINA YANGTZE POWER CO LTD-A | -4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.8% |
|
EQUATORIAL ENERGIA SA - ORD | -3.5% |
|
NEXTRACKER, INC. CLASS A | -2.9% |
 |
SUZLON ENERGY LIMITED | -2.7% |
|
CENTRAIS ELETRICAS BRASILIER | -2.6% |
 |
CHUBU ELECTRIC POWER CO INC | -2.4% |
|
VESTAS WIND SYSTEMS A/S | -2.1% |