Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
14.9%
% of SMOG's 75 holdings also in RNWZ
45.5%
% of RNWZ's 22 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus RNWZ)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 10.2% | 11.9% | 10.2% |
 |
ENEL SPA | 6.8% | 7.8% | 6.8% |
 |
IBERDROLA SA | 7.5% | 4.6% | 4.6% |
 |
DONG ENERGY A/S | 2.9% | 8.0% | 2.9% |
|
EDP RENOVAVEIS SA | 1.1% | 4.2% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to RNWZ
|
TESLA MOTORS INC | 7.3% |
|
VESTAS WIND SYSTEMS A/S | 5.6% |
 |
BYD CO LTD-H | 5.6% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.7% |
 |
SAMSUNG SDI CO LTD | 3.5% |
|
FIRST SOLAR INC | 3.5% |
|
IBERDROLA SA | 2.9% |
|
OWENS CORNING | 2.9% |
|
ENPHASE ENERGY INC | 2.8% |
 |
KINGSPAN GROUP PLC | 2.7% |
SMOG Underweight Relative to RNWZ
 |
SSE PLC | -8.2% |
 |
RWE AG | -7.7% |
|
AES CORP | -7.4% |
|
DONG ENERGY A/S | -5.2% |
 |
NORTHLAND POWER INC | -3.5% |
|
EDP RENOVAVEIS SA | -3.1% |
 |
AGL ENERGY LTD | -3.0% |
|
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -3.0% |
|
BLACK HILLS CORP | -3.0% |
|
ENDESA SA | -2.9% |