Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
18%
ALSO IN VCLN
VCLN
46
HOLDINGS
23%
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 | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.2% | 8.6% | 7.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 6.8% | 4.5% |
 |
FIRST SOLAR INC | 4.2% | 9.0% | 4.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.8% | 3.3% | 2.8% |
|
NEXTERA ENERGY GROUP | 8.7% | 2.5% | 2.5% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 8.3% |
 |
ENEL SPA | 6.6% |
|
NEXTERA ENERGY GROUP | 6.2% |
 |
BYD CO LTD-H | 4.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.1% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.9% |
|
RIVIAN AUTOMOTIVE INC-A | 2.6% |
 |
SAMSUNG SDI CO LTD | 2.4% |
|
NIO INC. SPONSORED ADR CLASS A | 2.3% |
 |
KINGSPAN GROUP PLC | 2.2% |
SMOG Underweight Relative to VCLN
 |
SSE PLC | -7.6% |
|
MP MATERIALS CORP CLASS A | -4.9% |
|
FIRST SOLAR INC | -4.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.7% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -4.3% |
 |
CHUBU ELECTRIC POWER CO INC | -4.1% |
 |
FORTUM OYJ | -4.1% |
|
NEXTRACKER, INC. CLASS A | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.4% |
|
RED ELECTRICA CORP. SA | -3.4% |