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
22%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
50%
ALSO IN PBD
PBD
104
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PBD)
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 PBD |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.4% | 1.6% | 1.6% |
 |
DONG ENERGY A/S | 1.8% | 1.5% | 1.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.4% | 1.4% | 1.4% |
 |
NIO INC. SPONSORED ADR CLASS A | 2.6% | 1.3% | 1.3% |
|
FIRST SOLAR INC | 3.7% | 1.0% | 1.0% |
SMOG Overweight Relative to PBD
|
TESLA MOTORS INC | 9.0% |
|
NEXTERA ENERGY GROUP | 8.4% |
 |
IBERDROLA SA | 6.7% |
 |
ENEL SPA | 6.3% |
|
BYD CO LTD-H | 4.5% |
|
VESTAS WIND SYSTEMS A/S | 2.9% |
|
FIRST SOLAR INC | 2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 1.9% |
SMOG Underweight Relative to PBD
|
PLUG POWER INC | -1.8% |
|
SES AI CORPORATION CLASS A | -1.6% |
 |
TECO ELECTRIC & MACHINERY | -1.6% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -1.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -1.4% |
 |
CERES POWER HOLDINGS PLC | -1.3% |
 |
WASION GROUP HOLDINGS LTD | -1.2% |
|
ARRAY TECHNOLOGIES INC | -1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.1% |