Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
26%
ALSO IN VCLN
VCLN
48
HOLDINGS
34%
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 | 6.4% | 9.7% | 6.4% |
 |
IBERDROLA SA | 8.8% | 4.0% | 4.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 2.7% | 6.8% | 2.7% |
 |
AXIA ENERGIA | 3.8% | 2.4% | 2.4% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 8.6% |
 |
ENEL SPA | 6.4% |
|
NEXTERA ENERGY GROUP | 5.4% |
 |
BYD CO LTD-H | 5.2% |
|
IBERDROLA SA | 4.8% |
 |
SAMSUNG SDI CO LTD | 4.4% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.1% |
|
LG ENERGY SOLUTION LTD. | 1.9% |
SMOG Underweight Relative to VCLN
|
CHINA YANGTZE POWER CO LTD-A | -6.5% |
|
FIRST SOLAR INC | -4.1% |
|
NEXTRACKER, INC. CLASS A | -3.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.3% |
|
PRYSMIAN SPA | -3.0% |
 |
FORTUM OYJ | -2.9% |
|
ENPHASE ENERGY INC | -2.9% |
 |
CERES POWER HOLDINGS PLC | -2.7% |