Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
19%
ALSO IN SOLR
SOLR
30
HOLDINGS
33%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SOLR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 8.8% | 5.2% | 5.2% |
 |
NEXTERA ENERGY GROUP | 6.7% | 4.0% | 4.0% |
|
FIRST SOLAR INC | 2.7% | 2.7% | 2.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 2.6% | 2.6% |
|
OWENS CORNING | 1.4% | 2.2% | 1.4% |
SMOG Overweight Relative to SOLR
|
TESLA MOTORS INC | 8.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% |
 |
ENEL SPA | 6.4% |
 |
BYD CO LTD-H | 5.2% |
 |
SAMSUNG SDI CO LTD | 4.4% |
 |
AXIA ENERGIA | 3.8% |
|
IBERDROLA SA | 3.6% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
NEXTERA ENERGY GROUP | 2.8% |
SMOG Underweight Relative to SOLR
 |
SCHNEIDER ELECTRIC SA | -5.3% |
 |
INFINEON TECHNOLOGIES AG | -5.2% |
|
EATON CORP PLC | -5.1% |
|
PRYSMIAN SPA | -5.1% |
|
SIEMENS AG-REG | -4.9% |
|
LEGRAND SA | -4.7% |
|
HUBBELL INCORPORATED CLASS B | -4.4% |
|
TRANE TECHNOLOGIES PLC | -4.3% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -3.5% |
 |
NXP SEMICONDUCTORS NV | -3.3% |