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
13
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
24%
ALSO IN SDG
SDG
118
HOLDINGS
13%
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 | 5.6% | 4.0% | 4.0% |
 |
FIRST SOLAR INC | 3.2% | 3.6% | 3.2% |
 |
ACCIONA SA | 1.2% | 1.3% | 1.2% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% | 1.0% | 1.0% |
 |
LG ENERGY SOLUTION LTD. | 1.3% | 0.6% | 0.6% |
SMOG Overweight Relative to SDG
|
IBERDROLA SA | 8.4% |
|
TESLA MOTORS INC | 7.8% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.3% |
|
SAMSUNG SDI CO LTD | 4.3% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
 |
AXIA ENERGIA | 2.2% |
SMOG Underweight Relative to SDG
|
MARVELL TECHNOLOGY, INC. | -5.1% |
 |
WIWYNN CORP. | -4.8% |
 |
NOVARTIS AG | -3.9% |
|
NVIDIA CORP | -3.7% |
|
UNI-PRESIDENT ENTERPRISES CO | -3.2% |
 |
EAST JAPAN RAILWAY CO | -3.1% |
|
KIMBERLY-CLARK CORP | -3.1% |
 |
CSL LIMITED | -2.9% |
 |
WH GROUP LTD | -2.8% |
|
REGENERON PHARMACEUTICALS | -2.4% |