Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
14%
ALSO IN SDG
SDG
120
HOLDINGS
8%
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 | 3.9% | 4.0% | 3.9% |
 |
FIRST SOLAR INC | 3.6% | 3.9% | 3.6% |
 |
LG ENERGY SOLUTION LTD. | 1.9% | 1.6% | 1.6% |
|
DONG ENERGY A/S | 1.7% | 1.0% | 1.0% |
 |
XINYI SOLAR HOLDINGS LTD | 0.6% | 5.0% | 0.6% |
SMOG Overweight Relative to SDG
|
NEXTERA ENERGY GROUP | 8.2% |
|
TESLA MOTORS INC | 7.7% |
 |
IBERDROLA SA | 6.9% |
 |
ENEL SPA | 6.6% |
|
BYD CO LTD-H | 5.1% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.0% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
OWENS CORNING | 2.6% |
SMOG Underweight Relative to SDG
|
NVIDIA CORP | -5.0% |
 |
WIWYNN CORP. | -4.7% |
|
XINYI SOLAR HOLDINGS LTD | -4.3% |
 |
NOVARTIS AG | -4.2% |
 |
EAST JAPAN RAILWAY CO | -3.8% |
|
LI AUTO, INC. CLASS A | -3.7% |
 |
WH GROUP LTD | -3.4% |
|
KIMBERLY-CLARK CORP | -3.3% |
|
UNI-PRESIDENT ENTERPRISES CO | -2.4% |
|
CENTRAL JAPAN RAILWAY CO | -2.2% |