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
10
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
17%
ALSO IN SDG
SDG
119
HOLDINGS
10%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SDG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.1% | 5.0% | 5.0% |
 |
FIRST SOLAR INC | 3.0% | 3.6% | 3.0% |
 |
ACCIONA SA | 1.3% | 2.0% | 1.3% |
|
ORSTED | 2.2% | 1.0% | 1.0% |
 |
LG ENERGY SOLUTION LTD. | 1.4% | 0.9% | 0.9% |
SMOG Overweight Relative to SDG
|
NEXTERA ENERGY GROUP | 7.8% |
|
IBERDROLA SA | 7.2% |
 |
ENEL SPA | 6.6% |
|
TESLA MOTORS INC | 6.5% |
 |
BYD CO LTD-H | 6.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.5% |
|
SAMSUNG SDI CO LTD | 3.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
NIO INC. SPONSORED ADR CLASS A | 2.3% |
SMOG Underweight Relative to SDG
|
MARVELL TECHNOLOGY, INC. | -6.5% |
|
NVIDIA CORP | -4.1% |
 |
WIWYNN CORP. | -3.9% |
 |
NOVARTIS AG | -3.7% |
 |
EAST JAPAN RAILWAY CO | -3.6% |
 |
WH GROUP LTD | -3.5% |
|
LI AUTO, INC. CLASS A | -3.3% |
|
UNI-PRESIDENT ENTERPRISES CO | -2.8% |
|
KIMBERLY-CLARK CORP | -2.4% |
|
EQUINIX INC | -2.0% |