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
20%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
14%
ALSO IN IDRV
IDRV
57
HOLDINGS
18%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus IDRV)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in IDRV |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 5.8% | 4.4% | 4.4% |
 |
TESLA MOTORS INC | 8.2% | 4.4% | 4.4% |
 |
SAMSUNG SDI CO LTD | 3.7% | 3.6% | 3.6% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% | 4.8% | 3.0% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.6% | 3.8% | 2.6% |
SMOG Overweight Relative to IDRV
 |
IBERDROLA SA | 8.6% |
|
NEXTERA ENERGY GROUP | 7.5% |
 |
ENEL SPA | 6.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
TESLA MOTORS INC | 3.8% |
|
FIRST SOLAR INC | 3.1% |
 |
KINGSPAN GROUP PLC | 2.2% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.1% |
|
ORSTED | 2.1% |
SMOG Underweight Relative to IDRV
|
LI AUTO, INC. CLASS A | -3.9% |
|
NIO INC-CLASS A | -3.9% |
 |
VOLKSWAGEN AG-PFD | -3.7% |
|
XPENG, INC. CLASS A | -3.6% |
 |
ABB LTD. | -3.5% |
|
ALBEMARLE CORP | -3.5% |
|
LG CHEM LTD | -3.5% |
 |
AUTOLIV INC | -3.3% |
 |
PILBARA MINERALS LIMITED | -3.2% |
|
CONTINENTAL AG | -3.2% |