Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
21%
ALSO IN VCLN
VCLN
51
HOLDINGS
30%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.8% | 9.1% | 8.8% |
 |
IBERDROLA SA | 6.5% | 3.5% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.3% | 3.3% |
|
FIRST SOLAR INC | 3.3% | 6.5% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 6.8% | 2.6% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 7.6% |
 |
ENEL SPA | 6.2% |
|
NEXTERA ENERGY GROUP | 5.5% |
 |
BYD CO LTD-H | 5.4% |
 |
SAMSUNG SDI CO LTD | 4.7% |
|
IBERDROLA SA | 3.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.6% |
|
NIO INC. SPONSORED ADR CLASS A | 2.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.0% |
 |
KINGSPAN GROUP PLC | 2.0% |
SMOG Underweight Relative to VCLN
|
CHINA YANGTZE POWER CO LTD-A | -5.3% |
|
NEXTRACKER, INC. CLASS A | -4.2% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.9% |
|
FIRST SOLAR INC | -3.2% |
|
PLUG POWER INC | -3.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.9% |
 |
CERES POWER HOLDINGS PLC | -2.8% |
|
PRYSMIAN SPA | -2.7% |
|
MAIRETECNIMONT SPA | -2.5% |
 |
FORTUM OYJ | -2.3% |