Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
19%
ALSO IN SOLR
SOLR
31
HOLDINGS
35%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SOLR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.5% | 5.5% | 5.5% |
 |
NEXTERA ENERGY GROUP | 7.5% | 5.3% | 5.3% |
|
FIRST SOLAR INC | 3.3% | 3.2% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 2.7% | 2.7% |
|
OWENS CORNING | 1.2% | 1.8% | 1.2% |
SMOG Overweight Relative to SOLR
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% |
|
TESLA MOTORS INC | 7.6% |
 |
ENEL SPA | 6.2% |
 |
BYD CO LTD-H | 5.4% |
 |
SAMSUNG SDI CO LTD | 4.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
NEXTRACKER, INC. CLASS A | 2.6% |
|
NEXTERA ENERGY GROUP | 2.2% |
|
ORSTED | 2.1% |
|
NIO INC. SPONSORED ADR CLASS A | 2.1% |
SMOG Underweight Relative to SOLR
|
PRYSMIAN SPA | -7.0% |
 |
LEGRAND SA | -6.0% |
|
AMPHENOL CORP-CL A | -5.6% |
 |
INFINEON TECHNOLOGIES AG | -5.5% |
 |
EATON CORP PLC | -5.3% |
|
SCHNEIDER ELECTRIC SA | -5.2% |
|
HUBBELL INCORPORATED CLASS B | -5.1% |
|
SIEMENS AG-REG | -5.0% |
|
TRANE TECHNOLOGIES PLC | -4.9% |
|
ON SEMICONDUCTOR CORPORATION | -4.6% |