Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
22%
ALSO IN SDG
SDG
118
HOLDINGS
11%
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 | 4.7% | 3.8% | 3.8% |
 |
FIRST SOLAR INC | 2.7% | 3.4% | 2.7% |
 |
ACCIONA SA | 1.2% | 1.4% | 1.2% |
|
ORSTED | 2.0% | 0.9% | 0.9% |
 |
LG ENERGY SOLUTION LTD. | 1.9% | 0.8% | 0.8% |
SMOG Overweight Relative to SDG
|
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% |
|
SAMSUNG SDI CO LTD | 4.0% |
 |
AXIA ENERGIA | 3.9% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
RIVIAN AUTOMOTIVE INC-A | 1.8% |
SMOG Underweight Relative to SDG
|
NVIDIA CORP | -4.2% |
|
TYSON FOODS INC-CL A | -4.2% |
|
MARVELL TECHNOLOGY, INC. | -4.2% |
|
BRISTOL-MYERS SQUIBB CO | -3.9% |
 |
EAST JAPAN RAILWAY CO | -3.7% |
 |
WIWYNN CORP. | -3.7% |
 |
NOVARTIS AG | -3.4% |
|
UNI-PRESIDENT ENTERPRISES CO | -3.0% |
|
LI AUTO, INC. CLASS A | -2.5% |
|
KIMBERLY-CLARK CORP | -2.5% |