Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
10.4%
% of SMOG's 73 holdings also in WNDY
25.9%
% of WNDY's 27 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus WNDY)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in WNDY |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.6% | 13.2% | 5.6% |
|
DONG ENERGY A/S | 2.7% | 16.0% | 2.7% |
 |
NORTHLAND POWER INC | 1.1% | 10.9% | 1.1% |
 |
NORDEX AG | 0.4% | 4.3% | 0.4% |
|
BORALEX INC -CL 'A' | 0.4% | 4.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to WNDY
 |
NEXTERA ENERGY GROUP | 9.4% |
|
TESLA MOTORS INC | 7.6% |
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.4% |
 |
BYD CO LTD-H | 5.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.4% |
 |
SAMSUNG SDI CO LTD | 3.7% |
|
FIRST SOLAR INC | 3.3% |
|
ENPHASE ENERGY INC | 3.0% |
|
OWENS CORNING | 3.0% |
SMOG Underweight Relative to WNDY
|
DONG ENERGY A/S | -13.3% |
|
NORTHLAND POWER INC | -9.8% |
|
VESTAS WIND SYSTEMS A/S | -7.6% |
|
MING YANG SMART ENERGY GROUP LIMITED | -5.5% |
|
CECEP WIND-POWER CORP CLASS A | -4.5% |
|
BORALEX INC -CL 'A' | -4.0% |
|
NORDEX AG | -3.8% |
|
CHINA LONGYUAN POWER GROUP-H | -3.7% |
|
TITAN WIND ENERGY (SUZHOU) CO., LTD. | -3.6% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -3.6% |