Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
21%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING HOLDINGS
SMOG
63
HOLDINGS
21%
ALSO IN SOLR
SOLR
33
HOLDINGS
41%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SOLR)
OVERLAPPING HOLDINGS

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Company Weight
in SMOG
Weight
in SOLR
Overlap
IBERDROLA SA 7.4% 4.8% 4.8%
NEXTERA ENERGY GROUP 7.9% 3.8% 3.8%
FIRST SOLAR INC 3.4% 2.6% 2.6%
VESTAS WIND SYSTEMS A/S 3.9% 2.0% 2.0%
DONG ENERGY A/S 1.8% 1.7% 1.7%
SMOG Overweight Relative to SOLR
TESLA MOTORS INC 8.1%
ENEL SPA 6.8%
BYD CO LTD-H 5.4%
NEXTERA ENERGY GROUP 4.1%
LI AUTO, INC. SPONSORED ADR CLASS A 3.8%
XPENG, INC. ADR SPONSORED CLASS A 3.2%
KINGSPAN GROUP PLC 3.1%
RIVIAN AUTOMOTIVE INC-A 3.0%
IBERDROLA SA 2.6%
OWENS CORNING 2.5%
SMOG Underweight Relative to SOLR
TRANE TECHNOLOGIES PLC -6.9%
EATON CORP PLC -5.9%
SCHNEIDER ELECTRIC SA -5.5%
ITRON INC -5.0%
LEGRAND SA -4.5%
HUBBELL INCORPORATED CLASS B -4.5%
INFINEON TECHNOLOGIES AG -3.9%
SENSATA TECHNOLOGIES HOLDING PLC -2.4%
ON SEMICONDUCTOR CORPORATION -2.1%
ORMAT TECHNOLOGIES INC -1.7%
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