Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
49%
ALSO IN PBD
PBD
105
HOLDINGS
26%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 1.7% | 1.8% | 1.7% |
 |
ACCIONA SA | 1.3% | 1.1% | 1.1% |
 |
SAMSUNG SDI CO LTD | 2.0% | 1.0% | 1.0% |
 |
NIO INC. SPONSORED ADR CLASS A | 2.6% | 0.9% | 0.9% |
|
ORMAT TECHNOLOGIES INC | 1.1% | 0.9% | 0.9% |
SMOG Overweight Relative to PBD
|
NEXTERA ENERGY GROUP | 7.7% |
|
TESLA MOTORS INC | 7.7% |
|
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.3% |
|
BYD CO LTD-H | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% |
|
FIRST SOLAR INC | 3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.0% |
|
OWENS CORNING | 2.5% |
SMOG Underweight Relative to PBD
|
PLUG POWER INC | -1.9% |
|
SOLARIA ENERGIA Y MEDIO AMBI | -1.5% |
 |
DELTA ELECTRONICS INC | -1.4% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.4% |
|
GREEN PLAINS RENEWABLE ENERG | -1.3% |
 |
ITM POWER PLC | -1.2% |
|
DOOSAN FUEL CELL CO., LTD. | -1.2% |
|
CERES POWER HOLDINGS PLC | -1.2% |
|
L & F CO., LTD. | -1.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.1% |