Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SOLR
31
HOLDINGS
35%
ALSO IN SMOG
SMOG
64
HOLDINGS
19%
ALSO IN SOLR
SECTOR DRIFT (SOLR minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in SOLR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 5.5% | 6.5% | 5.5% |
 |
NEXTERA ENERGY GROUP | 5.3% | 7.5% | 5.3% |
|
FIRST SOLAR INC | 3.2% | 3.3% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 2.7% | 4.7% | 2.7% |
|
OWENS CORNING | 1.8% | 1.2% | 1.2% |
SOLR Overweight Relative to SMOG
 |
PRYSMIAN SPA | 7.0% |
 |
LEGRAND SA | 6.0% |
|
AMPHENOL CORP-CL A | 5.6% |
 |
INFINEON TECHNOLOGIES AG | 5.5% |
 |
EATON CORP PLC | 5.3% |
|
SCHNEIDER ELECTRIC SA | 5.2% |
|
HUBBELL INCORPORATED CLASS B | 5.1% |
|
SIEMENS AG-REG | 5.0% |
|
TRANE TECHNOLOGIES PLC | 4.9% |
|
ON SEMICONDUCTOR CORPORATION | 4.6% |
SOLR Underweight Relative to SMOG
|
BLOOM ENERGY CORPORATION CLASS A | -8.8% |
|
TESLA MOTORS INC | -7.6% |
|
ENEL SPA | -6.2% |
 |
BYD CO LTD-H | -5.4% |
 |
SAMSUNG SDI CO LTD | -4.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.6% |
|
NEXTRACKER, INC. CLASS A | -2.6% |
|
NEXTERA ENERGY GROUP | -2.2% |
|
ORSTED | -2.1% |
|
NIO INC. SPONSORED ADR CLASS A | -2.1% |