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
9
Number of overlapping holdings
16.1%
% of SMOG's 65 holdings also in RNEW
23.7%
% of RNEW's 42 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus RNEW)
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 RNEW |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.2% | 3.3% | 3.3% |
|
FIRST SOLAR INC | 3.0% | 3.8% | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% | 4.7% | 2.7% |
|
ENPHASE ENERGY INC | 1.6% | 4.1% | 1.6% |
|
ORMAT TECHNOLOGIES INC | 1.0% | 2.6% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to RNEW
 |
IBERDROLA SA | 8.6% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.5% |
 |
BYD CO LTD-H | 6.5% |
|
TESLA MOTORS INC | 4.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
SMOG Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.7% |
|
CHENIERE ENERGY INC | -6.2% |
|
WASTE MANAGEMENT INC | -6.2% |
|
CHENIERE ENERGY PARTNERS LP | -6.0% |
|
ECOLAB INC | -5.5% |
|
CLEAN HARBORS INC | -4.8% |
|
QUANTA SERVICES INC | -4.6% |
|
DONALDSON CO INC | -4.4% |
|
CASELLA WASTE SYSTEMS INC-A | -4.4% |
|
IDACORP INC | -3.8% |