Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
34%
ALSO IN ICLN
ICLN
101
HOLDINGS
28%
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 | 7.0% | 6.4% | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.1% | 6.3% | 5.1% |
 |
FIRST SOLAR INC | 4.1% | 8.5% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.8% | 8.3% | 2.8% |
|
DONG ENERGY A/S | 2.1% | 2.8% | 2.1% |
SMOG Overweight Relative to ICLN
|
TESLA MOTORS INC | 9.3% |
|
NEXTERA ENERGY GROUP | 8.1% |
 |
ENEL SPA | 6.4% |
 |
BYD CO LTD-H | 4.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.5% |
 |
KINGSPAN GROUP PLC | 2.4% |
 |
SAMSUNG SDI CO LTD | 2.4% |
|
NIO INC. SPONSORED ADR CLASS A | 2.0% |
SMOG Underweight Relative to ICLN
|
BLOOM ENERGY CORPORATION CLASS A | -5.5% |
|
FIRST SOLAR INC | -4.4% |
|
NEXTRACKER, INC. CLASS A | -4.0% |
 |
CHUBU ELECTRIC POWER CO INC | -3.6% |
|
EQUATORIAL ENERGIA SA - ORD | -3.6% |
|
CHINA YANGTZE POWER CO LTD-A | -3.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
 |
SUZLON ENERGY LIMITED | -3.1% |
|
ORMAT TECHNOLOGIES INC | -2.0% |
|
ENERGISA SA UNITS CONS OF 1 SH + 4 P | -1.4% |