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
65
HOLDINGS
16%
ALSO IN RNWZ
RNWZ
22
HOLDINGS
39%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus RNWZ)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
ENEL SPA | 6.8% | 4.5% | 4.5% |
 |
NEXTERA ENERGY GROUP | 7.9% | 4.4% | 4.4% |
 |
IBERDROLA SA | 7.4% | 4.0% | 4.0% |
|
ACCIONA SA | 1.2% | 5.0% | 1.2% |
 |
MERIDIAN ENERGY LTD | 1.2% | 4.4% | 1.2% |
SMOG Overweight Relative to RNWZ
|
TESLA MOTORS INC | 8.1% |
 |
BYD CO LTD-H | 5.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% |
|
NEXTERA ENERGY GROUP | 3.5% |
|
FIRST SOLAR INC | 3.4% |
|
IBERDROLA SA | 3.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
SMOG Underweight Relative to RNWZ
 |
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% |
 |
FORTUM OYJ | -3.4% |
 |
VERBUND AG | -3.2% |