Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
22.4%
% of SMOG's 73 holdings also in SOLR
48.4%
% of SOLR's 33 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus SOLR)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.7% | 4.2% | 4.2% |
 |
IBERDROLA SA | 7.6% | 4.0% | 4.0% |
 |
NEXTERA ENERGY GROUP | 9.8% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 3.5% | 3.4% | 3.4% |
 |
SAMSUNG SDI CO LTD | 3.6% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to SOLR
|
TESLA MOTORS INC | 7.1% |
 |
ENEL SPA | 6.6% |
|
NEXTERA ENERGY GROUP | 6.0% |
 |
BYD CO LTD-H | 5.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.1% |
|
IBERDROLA SA | 3.6% |
|
OWENS CORNING | 2.9% |
 |
KINGSPAN GROUP PLC | 2.7% |
|
VESTAS WIND SYSTEMS A/S | 1.5% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 1.5% |
SMOG Underweight Relative to SOLR
|
EATON CORP PLC | -5.5% |
|
TRANE TECHNOLOGIES PLC | -5.4% |
 |
SCHNEIDER ELECTRIC SA | -5.2% |
|
HUBBELL INCORPORATED CLASS B | -4.9% |
|
ITRON INC | -4.7% |
|
LEGRAND SA | -4.4% |
 |
INFINEON TECHNOLOGIES AG | -4.2% |
|
ON SEMICONDUCTOR CORPORATION | -4.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -3.4% |
|
APTIV PLC | -3.3% |