Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
10%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
24%
ALSO IN RNRG
RNRG
37
HOLDINGS
38%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 1.2% | 4.1% | 1.2% |
 |
ORMAT TECHNOLOGIES INC | 1.1% | 4.8% | 1.1% |
 |
MERIDIAN ENERGY LTD | 1.1% | 5.8% | 1.1% |
|
CONTACT ENERGY LTD | 1.0% | 4.4% | 1.0% |
 |
NORTHLAND POWER INC | 1.0% | 3.8% | 1.0% |
SMOG Overweight Relative to RNRG
|
NEXTERA ENERGY GROUP | 7.7% |
|
TESLA MOTORS INC | 7.7% |
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.3% |
|
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
BYD CO LTD-H | 4.5% |
|
FIRST SOLAR INC | 4.2% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.8% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% |
 |
KINGSPAN GROUP PLC | 2.7% |
SMOG Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -6.9% |
 |
BARITO RENEWABLE | -6.6% |
|
EDP RENOVAVEIS SA | -5.4% |
 |
VERBUND AG | -5.2% |
|
MERIDIAN ENERGY LTD | -4.8% |
|
ENGIE BRASIL ENERGIA S.A. | -4.3% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.2% |
|
MIGHTY RIVER POWER | -4.1% |
|
ORMAT TECHNOLOGIES INC | -3.7% |
|
CONTACT ENERGY LTD | -3.4% |