Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

OVERLAP
13%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
15%
ALSO IN SDG
SDG
118
HOLDINGS
8%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SDG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in SMOG |
Weight in SDG |
Overlap | |
---|---|---|---|---|
VESTAS WIND SYSTEMS A/S | 4.7% | 4.9% | 4.7% | |
FIRST SOLAR INC | 4.2% | 4.6% | 4.2% | |
LG ENERGY SOLUTION LTD. | 2.0% | 1.7% | 1.7% | |
DONG ENERGY A/S | 1.2% | 0.7% | 0.7% | |
XINYI SOLAR HOLDINGS LTD | 0.6% | 5.1% | 0.6% |
SMOG Overweight Relative to SDG
NEXTERA ENERGY GROUP | 7.7% | |
TESLA MOTORS INC | 7.7% | |
IBERDROLA SA | 6.8% | |
ENEL SPA | 6.3% | |
BYD CO LTD-H | 4.5% | |
XPENG, INC. ADR SPONSORED CLASS A | 3.8% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% | |
KINGSPAN GROUP PLC | 2.7% | |
RIVIAN AUTOMOTIVE INC-A | 2.6% | |
NIO INC. SPONSORED ADR CLASS A | 2.6% |
SMOG Underweight Relative to SDG
NVIDIA CORP | -5.1% | |
WIWYNN CORP. | -4.9% | |
XINYI SOLAR HOLDINGS LTD | -4.4% | |
NOVARTIS AG | -4.3% | |
EAST JAPAN RAILWAY CO | -4.1% | |
WH GROUP LTD | -3.5% | |
KIMBERLY-CLARK CORP | -3.2% | |
LI AUTO, INC. CLASS A | -2.9% | |
CENTRAL JAPAN RAILWAY CO | -2.5% | |
UNI-PRESIDENT ENTERPRISES CO | -2.0% |