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

7
Number of overlapping holdings
12.5%
% of SMOG's 64 holdings also in SDG
6.7%
% of SDG's 120 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus SDG)
Overlapping Holdings
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Company | Weight in SMOG |
Weight in SDG |
Overlap | |
---|---|---|---|---|
VESTAS WIND SYSTEMS A/S | 3.5% | 4.0% | 3.5% | |
FIRST SOLAR INC | 2.9% | 3.2% | 2.9% | |
DONG ENERGY A/S | 2.2% | 0.8% | 0.8% | |
XINYI SOLAR HOLDINGS LTD | 0.6% | 3.1% | 0.6% | |
CHINA LONGYUAN POWER GROUP-H | 0.5% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to SDG
TESLA MOTORS INC | 9.1% | |
IBERDROLA SA | 8.2% | |
ENEL SPA | 7.4% | |
NEXTERA ENERGY GROUP | 7.3% | |
BYD CO LTD-H | 6.4% | |
XPENG, INC. ADR SPONSORED CLASS A | 3.9% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.4% | |
RIVIAN AUTOMOTIVE INC-A | 3.0% | |
KINGSPAN GROUP PLC | 2.9% | |
OWENS CORNING | 2.8% |
SMOG Underweight Relative to SDG
WH GROUP LTD | -4.5% | |
EAST JAPAN RAILWAY CO | -4.1% | |
NOVARTIS AG | -4.0% | |
LI AUTO, INC. CLASS A | -3.7% | |
NVIDIA CORP | -3.3% | |
NOVO NORDISK A/S-B | -3.0% | |
CENTRAL JAPAN RAILWAY CO | -3.0% | |
KINGDEE INTERNATIONAL SFTWR | -2.9% | |
UNI-PRESIDENT ENTERPRISES CO | -2.8% | |
XINYI SOLAR HOLDINGS LTD | -2.5% |