Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
29%
ALSO IN OCEN
OCEN
79
HOLDINGS
22%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus OCEN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in OCEN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.1% | 6.4% | 6.4% |
 |
IBERDROLA SA | 6.5% | 5.9% | 5.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 3.3% | 3.3% |
 |
SAMSUNG SDI CO LTD | 5.2% | 3.0% | 3.0% |
|
FIRST SOLAR INC | 3.1% | 2.5% | 2.5% |
SMOG Overweight Relative to OCEN
|
TESLA MOTORS INC | 7.6% |
|
NEXTERA ENERGY GROUP | 7.3% |
 |
ENEL SPA | 6.1% |
 |
BYD CO LTD-H | 5.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.2% |
|
SAMSUNG SDI CO LTD | 2.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.1% |
|
NIO INC. SPONSORED ADR CLASS A | 1.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 1.9% |
SMOG Underweight Relative to OCEN
|
INTEL CORP | -14.9% |
 |
DELTA ELECTRONICS INC | -14.0% |
|
ADVANCED MICRO DEVICES | -9.4% |
 |
INFINEON TECHNOLOGIES AG | -7.4% |
 |
ABB LTD. | -6.3% |
|
E.ON AG | -5.7% |
|
SIEMENS AG-REG | -5.5% |
 |
LEGRAND SA | -5.2% |
 |
NATIONAL GRID PLC | -5.0% |
|
SCHNEIDER ELECTRIC SA | -4.4% |