Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
24%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
18%
ALSO IN VCLN
VCLN
48
HOLDINGS
23%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus VCLN)
OVERLAPPING HOLDINGS

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Company Weight
in SMOG
Weight
in VCLN
Overlap
IBERDROLA SA 6.7% 6.8% 6.7%
VESTAS WIND SYSTEMS A/S 4.2% 5.3% 4.2%
FIRST SOLAR INC 4.0% 6.1% 4.0%
NEXTERA ENERGY GROUP 7.7% 2.6% 2.6%
DONG ENERGY A/S 1.9% 1.8% 1.8%
SMOG Overweight Relative to VCLN
TESLA MOTORS INC 7.9%
ENEL SPA 6.3%
NEXTERA ENERGY GROUP 5.2%
BYD CO LTD-H 4.6%
XPENG, INC. ADR SPONSORED CLASS A 3.4%
LI AUTO, INC. SPONSORED ADR CLASS A 3.3%
KINGSPAN GROUP PLC 2.9%
CENTRAIS ELEC BRAS-SP ADR CM 2.6%
RIVIAN AUTOMOTIVE INC-A 2.5%
OWENS CORNING 2.5%
SMOG Underweight Relative to VCLN
SSE PLC -6.4%
ENPHASE ENERGY INC -4.1%
FORTUM OYJ -4.0%
EDP-ENERGIAS DE PORTUGAL SA -3.6%
CLEARWAY ENERGY, INC. CLASS C -3.3%
CHUBU ELECTRIC POWER CO INC -3.2%
RED ELECTRICA CORP. SA -2.7%
INFINEON TECHNOLOGIES AG -2.4%
CENTRAIS ELETRICAS BRASILIER -2.3%
SOUTHERN CO -2.2%
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