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
14%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
11%
ALSO IN KARS
KARS
86
HOLDINGS
8%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus KARS)
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 KARS |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.4% | 4.2% | 4.2% |
 |
SAMSUNG SDI CO LTD | 4.2% | 3.8% | 3.8% |
|
RIVIAN AUTOMOTIVE INC-A | 3.1% | 3.4% | 3.1% |
|
LG ENERGY SOLUTION LTD. | 1.7% | 2.0% | 1.7% |
|
ECOPRO BM CO., LTD. | 0.9% | 1.3% | 0.9% |
SMOG Overweight Relative to KARS
 |
IBERDROLA SA | 8.4% |
|
NEXTERA ENERGY GROUP | 6.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.7% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 5.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
TESLA MOTORS INC | 4.2% |
 |
AXIA ENERGIA | 3.5% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
FIRST SOLAR INC | 2.7% |
SMOG Underweight Relative to KARS
 |
STMICROELECTRONICS NV | -5.4% |
 |
PANASONIC CORP | -5.2% |
|
BYD CO LTD -A | -4.0% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -3.9% |
 |
XIAOMI CORP. CLASS B | -3.5% |
 |
BAYERISCHE MOTOREN WERKE AG | -3.4% |
|
CHINA MOLYBDENUM CO., LTD. CLASS A | -2.9% |
 |
LYNAS CORPORATION LIMITED | -2.7% |
|
PILBARA MINERALS LIMITED | -2.5% |
 |
SOC QUIMICA Y MINERA CHILE-B | -2.5% |