Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
13%
ALSO IN IDRV
IDRV
47
HOLDINGS
18%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus IDRV)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in IDRV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.9% | 3.9% | 3.9% |
 |
BYD CO LTD-H | 4.6% | 2.9% | 2.9% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% | 3.0% | 2.5% |
 |
LG ENERGY SOLUTION LTD. | 2.2% | 4.5% | 2.2% |
|
SAMSUNG SDI CO LTD | 2.2% | 4.3% | 2.2% |
SMOG Overweight Relative to IDRV
|
NEXTERA ENERGY GROUP | 7.7% |
 |
IBERDROLA SA | 6.7% |
 |
ENEL SPA | 6.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.2% |
|
FIRST SOLAR INC | 4.0% |
|
TESLA MOTORS INC | 3.9% |
|
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% |
SMOG Underweight Relative to IDRV
|
LG CHEM LTD | -4.7% |
|
ALBEMARLE CORP | -4.5% |
 |
PORSCHE AUTOMOBIL HLDG-PFD | -3.8% |
 |
SOC QUIMICA Y MINERA CHILE-B | -3.8% |
|
VOLKSWAGEN AG-PFD | -3.8% |
|
XPENG, INC. CLASS A | -3.6% |
 |
AUTOLIV INC | -3.0% |
|
LI AUTO, INC. CLASS A | -2.9% |
 |
ABB LTD. | -2.8% |
 |
RENAULT SA | -2.8% |