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
19
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
35%
ALSO IN ICLN
ICLN
100
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 | 7.3% | 5.7% | 5.7% |
 |
BLOOM ENERGY CORPORATION CLASS A | 5.1% | 10.5% | 5.1% |
|
FIRST SOLAR INC | 2.6% | 6.0% | 2.6% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 9.9% | 2.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 2.2% | 2.2% |
SMOG Overweight Relative to ICLN
|
NEXTERA ENERGY GROUP | 8.6% |
|
TESLA MOTORS INC | 7.4% |
 |
ENEL SPA | 6.7% |
 |
BYD CO LTD-H | 5.5% |
 |
SAMSUNG SDI CO LTD | 3.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.2% |
 |
KINGSPAN GROUP PLC | 2.2% |
|
NIO INC. SPONSORED ADR CLASS A | 2.1% |
SMOG Underweight Relative to ICLN
|
NEXTRACKER, INC. CLASS A | -7.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -5.4% |
|
CHINA YANGTZE POWER CO LTD-A | -4.7% |
|
FIRST SOLAR INC | -3.4% |
|
ENPHASE ENERGY INC | -2.8% |
|
EQUATORIAL ENERGIA SA - ORD | -2.8% |
 |
SUZLON ENERGY LIMITED | -2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.1% |
|
ORMAT TECHNOLOGIES INC | -2.1% |
 |
CHUBU ELECTRIC POWER CO INC | -2.0% |