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
12
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
21%
ALSO IN SDG
SDG
118
HOLDINGS
12%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SDG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.7% | 4.6% | 3.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 3.6% | 3.6% |
 |
ACCIONA SA | 1.4% | 1.7% | 1.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% | 1.0% | 1.0% |
 |
LG ENERGY SOLUTION LTD. | 1.3% | 0.7% | 0.7% |
SMOG Overweight Relative to SDG
|
BLOOM ENERGY CORPORATION CLASS A | 10.5% |
|
TESLA MOTORS INC | 7.3% |
|
NEXTERA ENERGY GROUP | 7.0% |
|
IBERDROLA SA | 7.0% |
 |
ENEL SPA | 6.3% |
 |
BYD CO LTD-H | 4.6% |
|
SAMSUNG SDI CO LTD | 4.2% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
SMOG Underweight Relative to SDG
|
MARVELL TECHNOLOGY, INC. | -6.9% |
 |
NOVARTIS AG | -3.8% |
|
NVIDIA CORP | -3.8% |
 |
WH GROUP LTD | -3.3% |
 |
UNI-PRESIDENT ENTERPRISES CO | -3.2% |
 |
EAST JAPAN RAILWAY CO | -3.1% |
|
KIMBERLY-CLARK CORP | -3.0% |
|
LI AUTO, INC. CLASS A | -2.2% |
 |
ESSITY AB CLASS B | -2.1% |
 |
CSL LIMITED | -2.1% |