Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
7.5%
% of SMOG's 73 holdings also in KGRN
9.3%
% of KGRN's 54 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus KGRN)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in KGRN |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 5.5% | 7.6% | 5.5% |
|
NIO INC. SPONSORED ADR CLASS A | 1.2% | 7.8% | 1.2% |
|
XINYI SOLAR HOLDINGS LTD | 1.1% | 4.9% | 1.1% |
|
CHINA LONGYUAN POWER GROUP-H | 0.4% | 4.4% | 0.4% |
 |
CHINA EVERBRIGHT INTL LTD | 0.3% | 3.0% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to KGRN
 |
NEXTERA ENERGY GROUP | 9.8% |
 |
IBERDROLA SA | 7.6% |
|
TESLA MOTORS INC | 7.1% |
 |
ENEL SPA | 6.6% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.1% |
 |
SAMSUNG SDI CO LTD | 3.6% |
|
FIRST SOLAR INC | 3.5% |
|
ENPHASE ENERGY INC | 3.0% |
|
OWENS CORNING | 2.9% |
SMOG Underweight Relative to KGRN
|
LI AUTO, INC. CLASS A | -11.7% |
|
NIO INC. SPONSORED ADR CLASS A | -6.5% |
|
XPENG, INC. CLASS A | -5.9% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -4.8% |
|
BEIJING-SHANGHAI HIGH-SPEED RAILWAY | -4.4% |
|
YADEA GROUP HOLDINGS LTD. | -4.3% |
|
CHINA LONGYUAN POWER GROUP-H | -4.0% |
|
XINYI SOLAR HOLDINGS LTD | -3.9% |
|
KINGDEE INTERNATIONAL SFTWR | -3.6% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -2.9% |