Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
46.7%
% of SOLR's 33 holdings also in SMOG
21.2%
% of SMOG's 68 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus SMOG)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.3% | 7.4% | 4.3% |
 |
NEXTERA ENERGY GROUP | 3.9% | 8.9% | 3.9% |
|
FIRST SOLAR INC | 4.3% | 3.8% | 3.8% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 4.9% | 3.2% |
|
DONG ENERGY A/S | 2.1% | 2.6% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to SMOG
 |
TRANE TECHNOLOGIES PLC | 6.6% |
|
EATON CORP PLC | 6.2% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 4.9% |
|
HUBBELL INCORPORATED CLASS B | 4.6% |
|
LEGRAND SA | 4.0% |
 |
INFINEON TECHNOLOGIES AG | 3.4% |
|
ON SEMICONDUCTOR CORPORATION | 3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 3.1% |
|
APTIV PLC | 2.4% |
SOLR Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.6% |
 |
ENEL SPA | -6.8% |
 |
BYD CO LTD-H | -6.0% |
|
NEXTERA ENERGY GROUP | -5.0% |
|
IBERDROLA SA | -3.1% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.0% |
|
OWENS CORNING | -2.7% |
|
KINGSPAN GROUP PLC | -2.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.2% |
|
RIVIAN AUTOMOTIVE INC-A | -2.1% |