Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
24%
ALSO IN RNRG
RNRG
38
HOLDINGS
35%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
AXIA ENERGIA | 3.9% | 7.9% | 3.9% |
 |
ORSTED | 2.0% | 6.0% | 2.0% |
 |
CONTACT ENERGY LTD | 0.9% | 4.1% | 0.9% |
|
MERIDIAN ENERGY LTD | 0.9% | 5.0% | 0.9% |
 |
EDP RENOVAVEIS SA | 0.9% | 5.8% | 0.9% |
SMOG Overweight Relative to RNRG
|
IBERDROLA SA | 9.5% |
 |
TESLA MOTORS INC | 8.8% |
|
NEXTERA ENERGY GROUP | 7.5% |
 |
ENEL SPA | 7.0% |
 |
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% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
FIRST SOLAR INC | 2.7% |
SMOG Underweight Relative to RNRG
 |
VERBUND AG | -7.3% |
|
ENGIE BRASIL ENERGIA S.A. | -5.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -5.2% |
|
EDP RENOVAVEIS SA | -4.9% |
 |
BARITO RENEWABLE | -4.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.5% |
|
MERIDIAN ENERGY LTD | -4.1% |
|
ORSTED | -4.0% |
|
AXIA ENERGIA | -4.0% |
|
MIGHTY RIVER POWER | -3.8% |