Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
65
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 | 6.6% | 6.0% | 6.0% |
 |
FIRST SOLAR INC | 4.2% | 3.9% | 3.9% |
|
NEXTERA ENERGY GROUP | 7.9% | 3.8% | 3.8% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 2.6% | 2.6% |
 |
NIBE INDUSTRIER AB CLASS B | 1.3% | 1.4% | 1.3% |
SMOG Overweight Relative to SOLR
|
TESLA MOTORS INC | 9.1% |
 |
ENEL SPA | 6.2% |
 |
BYD CO LTD-H | 4.9% |
|
NEXTERA ENERGY GROUP | 4.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.1% |
|
NIO INC. SPONSORED ADR CLASS A | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.2% |
SMOG Underweight Relative to SOLR
 |
TRANE TECHNOLOGIES PLC | -8.3% |
|
EATON CORP PLC | -7.2% |
 |
LEGRAND SA | -6.0% |
|
SCHNEIDER ELECTRIC SA | -5.9% |
|
ITRON INC | -5.7% |
|
HUBBELL INCORPORATED CLASS B | -5.5% |
 |
INFINEON TECHNOLOGIES AG | -3.8% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.6% |
|
ORMAT TECHNOLOGIES INC | -2.6% |
 |
JOHNSON MATTHEY PLC | -2.4% |