Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
17.9%
% of SMOG's 65 holdings also in VCLN
23.3%
% of VCLN's 48 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus VCLN)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 8.6% | 6.8% | 6.8% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% | 5.3% | 3.7% |
 |
FIRST SOLAR INC | 3.0% | 6.1% | 3.0% |
|
NEXTERA ENERGY GROUP | 7.7% | 2.6% | 2.6% |
|
DONG ENERGY A/S | 2.5% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 8.2% |
 |
ENEL SPA | 7.5% |
 |
BYD CO LTD-H | 6.5% |
|
NEXTERA ENERGY GROUP | 5.1% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% |
SMOG Underweight Relative to VCLN
 |
SSE PLC | -6.4% |
 |
FORTUM OYJ | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.3% |
|
NEXTRACKER, INC. CLASS A | -3.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
|
ENPHASE ENERGY INC | -3.2% |
|
FIRST SOLAR INC | -3.1% |
|
RED ELECTRICA CORP. SA | -2.7% |
 |
INFINEON TECHNOLOGIES AG | -2.4% |