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
12%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
20%
ALSO IN PBW
PBW
70
HOLDINGS
18%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.4% | 2.6% | 2.6% |
|
FIRST SOLAR INC | 2.7% | 1.5% | 1.5% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 1.2% | 1.2% |
|
TESLA MOTORS INC | 8.6% | 1.2% | 1.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% | 1.2% | 1.2% |
SMOG Overweight Relative to PBW
 |
IBERDROLA SA | 8.8% |
|
TESLA MOTORS INC | 7.4% |
|
NEXTERA ENERGY GROUP | 6.7% |
 |
ENEL SPA | 6.4% |
 |
BYD CO LTD-H | 5.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% |
 |
SAMSUNG SDI CO LTD | 4.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.8% |
 |
AXIA ENERGIA | 3.8% |
 |
KINGSPAN GROUP PLC | 3.1% |
SMOG Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -3.0% |
|
ASPEN AEROGELS INC | -2.2% |
 |
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
FLUENCE ENERGY INC CLASS A | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |