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

OVERLAP
24%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
18%
ALSO IN VCLN
VCLN
48
HOLDINGS
23%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus VCLN)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in SMOG |
Weight in VCLN |
Overlap | |
---|---|---|---|---|
IBERDROLA SA | 6.7% | 6.8% | 6.7% | |
VESTAS WIND SYSTEMS A/S | 4.2% | 5.3% | 4.2% | |
FIRST SOLAR INC | 4.0% | 6.1% | 4.0% | |
NEXTERA ENERGY GROUP | 7.7% | 2.6% | 2.6% | |
DONG ENERGY A/S | 1.9% | 1.8% | 1.8% |
SMOG Overweight Relative to VCLN
TESLA MOTORS INC | 7.9% | |
ENEL SPA | 6.3% | |
NEXTERA ENERGY GROUP | 5.2% | |
BYD CO LTD-H | 4.6% | |
XPENG, INC. ADR SPONSORED CLASS A | 3.4% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% | |
KINGSPAN GROUP PLC | 2.9% | |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% | |
RIVIAN AUTOMOTIVE INC-A | 2.5% | |
OWENS CORNING | 2.5% |
SMOG Underweight Relative to VCLN
SSE PLC | -6.4% | |
ENPHASE ENERGY INC | -4.1% | |
FORTUM OYJ | -4.0% | |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% | |
CLEARWAY ENERGY, INC. CLASS C | -3.3% | |
CHUBU ELECTRIC POWER CO INC | -3.2% | |
RED ELECTRICA CORP. SA | -2.7% | |
INFINEON TECHNOLOGIES AG | -2.4% | |
CENTRAIS ELETRICAS BRASILIER | -2.3% | |
SOUTHERN CO | -2.2% |