Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
17%
ALSO IN PWRZ
PWRZ
22
HOLDINGS
39%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PWRZ)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in PWRZ |
Overlap | |
|---|---|---|---|---|
 |
ENEL SPA | 7.0% | 4.5% | 4.5% |
 |
NEXTERA ENERGY GROUP | 7.5% | 4.4% | 4.4% |
 |
IBERDROLA SA | 9.5% | 4.0% | 4.0% |
|
ACCIONA SA | 1.2% | 5.0% | 1.2% |
 |
MERIDIAN ENERGY LTD | 0.9% | 4.4% | 0.9% |
SMOG Overweight Relative to PWRZ
|
TESLA MOTORS INC | 8.8% |
|
IBERDROLA SA | 5.6% |
 |
BYD CO LTD-H | 5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
SAMSUNG SDI CO LTD | 4.0% |
 |
AXIA ENERGIA | 3.9% |
|
NEXTERA ENERGY GROUP | 3.1% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
FIRST SOLAR INC | 2.7% |
SMOG Underweight Relative to PWRZ
 |
RWE AG | -11.9% |
 |
SSE PLC | -8.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -6.1% |
|
AMERICAN ELECTRIC POWER | -5.4% |
|
P G & E CORP | -5.2% |
|
ENDESA SA | -4.4% |
|
ACCIONA SA | -3.7% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.5% |
|
MERIDIAN ENERGY LTD | -3.4% |
 |
FORTUM OYJ | -3.4% |