Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
26.9%
% of SMOG's 73 holdings also in RNRG
42.9%
% of RNRG's 42 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus RNRG)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 2.8% | 6.0% | 2.8% |
 |
MERIDIAN ENERGY LTD | 1.2% | 6.3% | 1.2% |
 |
EDP RENOVAVEIS SA | 1.1% | 4.9% | 1.1% |
 |
NORTHLAND POWER INC | 1.0% | 3.2% | 1.0% |
|
CONTACT ENERGY LTD | 1.0% | 3.3% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to RNRG
 |
NEXTERA ENERGY GROUP | 9.8% |
|
IBERDROLA SA | 7.6% |
|
TESLA MOTORS INC | 7.1% |
 |
ENEL SPA | 6.6% |
|
VESTAS WIND SYSTEMS A/S | 5.7% |
 |
BYD CO LTD-H | 5.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.1% |
 |
SAMSUNG SDI CO LTD | 3.6% |
|
FIRST SOLAR INC | 3.5% |
|
ENPHASE ENERGY INC | 3.0% |
SMOG Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -5.4% |
 |
RUSHYDRO JSC | -5.4% |
|
MERIDIAN ENERGY LTD | -5.1% |
 |
VERBUND AG | -5.0% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
|
ENGIE BRASIL ENERGIA S.A. | -4.5% |
|
EDP RENOVAVEIS SA | -3.8% |
|
MIGHTY RIVER POWER | -3.7% |
 |
NEOEN S.A. | -3.4% |
|
DONG ENERGY A/S | -3.2% |