Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
24%
ALSO IN VCLN
VCLN
45
HOLDINGS
33%
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 | 5.3% | 10.1% | 5.3% |
 |
IBERDROLA SA | 8.4% | 3.5% | 3.5% |
|
FIRST SOLAR INC | 3.2% | 8.2% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% | 3.1% | 3.1% |
|
ORSTED | 1.9% | 1.9% | 1.9% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 7.8% |
 |
ENEL SPA | 6.6% |
 |
BYD CO LTD-H | 6.0% |
|
NEXTERA ENERGY GROUP | 5.8% |
|
IBERDROLA SA | 4.9% |
 |
SAMSUNG SDI CO LTD | 4.3% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
VESTAS WIND SYSTEMS A/S | 2.5% |
SMOG Underweight Relative to VCLN
|
NEXTRACKER, INC. CLASS A | -5.4% |
|
CHINA YANGTZE POWER CO LTD-A | -5.1% |
|
FIRST SOLAR INC | -5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.9% |
|
ENPHASE ENERGY INC | -4.3% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.6% |
 |
CERES POWER HOLDINGS PLC | -3.1% |
 |
INFINEON TECHNOLOGIES AG | -3.0% |
|
PRYSMIAN SPA | -3.0% |
|
PLUG POWER INC | -2.9% |