Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
27%
ALSO IN ICLN
ICLN
106
HOLDINGS
20%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ICLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 5.3% | 6.8% | 5.3% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% | 4.3% | 4.3% |
|
FIRST SOLAR INC | 3.2% | 8.2% | 3.2% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 6.7% | 1.6% |
|
ORSTED | 1.9% | 1.5% | 1.5% |
SMOG Overweight Relative to ICLN
 |
IBERDROLA SA | 8.4% |
|
TESLA MOTORS INC | 7.8% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 6.0% |
 |
SAMSUNG SDI CO LTD | 4.3% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
 |
AXIA ENERGIA | 2.2% |
SMOG Underweight Relative to ICLN
|
CHINA YANGTZE POWER CO LTD-A | -7.5% |
|
NEXTRACKER, INC. CLASS A | -5.1% |
|
FIRST SOLAR INC | -5.0% |
|
ENPHASE ENERGY INC | -4.0% |
|
EQUATORIAL ENERGIA SA - ORD | -3.0% |
|
PLUG POWER INC | -2.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.8% |
 |
CHUBU ELECTRIC POWER CO INC | -2.6% |
 |
SUZLON ENERGY LIMITED | -2.0% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.0% |