Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SOLR
31
HOLDINGS
35%
ALSO IN SMOG
SMOG
64
HOLDINGS
20%
ALSO IN SOLR
SECTOR DRIFT (SOLR minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in SOLR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.5% | 8.4% | 4.5% |
 |
NEXTERA ENERGY GROUP | 3.8% | 7.2% | 3.8% |
|
FIRST SOLAR INC | 3.1% | 3.3% | 3.1% |
 |
VESTAS WIND SYSTEMS A/S | 2.0% | 5.4% | 2.0% |
|
OWENS CORNING | 1.5% | 1.9% | 1.5% |
SOLR Overweight Relative to SMOG
 |
PRYSMIAN SPA | 6.3% |
 |
INFINEON TECHNOLOGIES AG | 6.2% |
|
AMPHENOL CORP-CL A | 5.2% |
 |
LEGRAND SA | 4.7% |
|
SCHNEIDER ELECTRIC SA | 4.4% |
|
ON SEMICONDUCTOR CORPORATION | 4.3% |
|
SIEMENS AG-REG | 4.3% |
|
HUBBELL INCORPORATED CLASS B | 4.2% |
 |
EATON CORP PLC | 4.2% |
|
TRANE TECHNOLOGIES PLC | 3.9% |
SOLR Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.3% |
|
ENEL SPA | -6.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.0% |
 |
BYD CO LTD-H | -5.7% |
 |
SAMSUNG SDI CO LTD | -4.5% |
|
IBERDROLA SA | -3.9% |
|
NEXTERA ENERGY GROUP | -3.4% |
|
VESTAS WIND SYSTEMS A/S | -3.4% |
|
KINGSPAN GROUP PLC | -3.0% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.7% |