Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
20%
ALSO IN PBW
PBW
52
HOLDINGS
21%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 2.0% | 2.0% |
 |
NIO INC. SPONSORED ADR CLASS A | 2.6% | 1.8% | 1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.7% | 2.6% | 1.7% |
|
NEXTRACKER, INC. CLASS A | 1.5% | 1.5% | 1.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.8% | 1.3% | 1.3% |
SMOG Overweight Relative to PBW
|
NEXTERA ENERGY GROUP | 7.7% |
 |
IBERDROLA SA | 6.8% |
|
TESLA MOTORS INC | 6.4% |
 |
ENEL SPA | 6.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
BYD CO LTD-H | 4.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% |
 |
KINGSPAN GROUP PLC | 2.7% |
|
OWENS CORNING | 2.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.4% |
SMOG Underweight Relative to PBW
|
SOLID POWER, INC. CLASS A | -3.5% |
|
MP MATERIALS CORP CLASS A | -2.4% |
|
JOBY AVIATION, INC. | -2.4% |
|
AMPRIUS TECHNOLOGIES INC | -2.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.2% |
|
SUNRUN INC. | -2.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -2.2% |
 |
STANDARD LITHIUM LTD. | -1.9% |
|
PLUG POWER INC | -1.9% |
|
ALBEMARLE CORP | -1.8% |