Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
28%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
38%
ALSO IN ICLN
ICLN
100
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 | 6.7% | 6.0% | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.2% | 6.3% | 4.2% |
 |
FIRST SOLAR INC | 4.0% | 8.9% | 4.0% |
|
DONG ENERGY A/S | 1.9% | 3.1% | 1.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.4% | 3.5% | 1.4% |
SMOG Overweight Relative to ICLN
|
TESLA MOTORS INC | 7.9% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 6.3% |
 |
BYD CO LTD-H | 4.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.4% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
 |
KINGSPAN GROUP PLC | 2.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% |
|
OWENS CORNING | 2.5% |
SMOG Underweight Relative to ICLN
 |
SSE PLC | -5.7% |
|
FIRST SOLAR INC | -5.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.3% |
|
CHINA YANGTZE POWER CO LTD-A | -3.6% |
 |
CHUBU ELECTRIC POWER CO INC | -3.5% |
|
EQUATORIAL ENERGIA SA - ORD | -3.2% |
|
CENTRAIS ELETRICAS BRASILIER | -2.6% |
|
NEXTRACKER, INC. CLASS A | -2.5% |
 |
SUZLON ENERGY LIMITED | -2.5% |
|
VESTAS WIND SYSTEMS A/S | -2.1% |