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
12
# OF OVERLAPPING
HOLDINGS
SMOG
66
HOLDINGS
21%
ALSO IN VCLN
VCLN
45
HOLDINGS
30%
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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.3% | 10.1% | 6.3% |
 |
IBERDROLA SA | 8.3% | 3.5% | 3.5% |
|
FIRST SOLAR INC | 3.3% | 8.2% | 3.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.6% | 3.1% | 3.1% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 7.0% | 2.0% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 8.6% |
 |
ENEL SPA | 6.8% |
|
NEXTERA ENERGY GROUP | 6.0% |
 |
BYD CO LTD-H | 5.4% |
|
IBERDROLA SA | 4.8% |
 |
SAMSUNG SDI CO LTD | 3.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
SMOG Underweight Relative to VCLN
|
CHINA YANGTZE POWER CO LTD-A | -5.1% |
|
NEXTRACKER, INC. CLASS A | -5.0% |
|
FIRST SOLAR INC | -4.9% |
|
ENPHASE ENERGY INC | -4.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.8% |
|
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% |