Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
24%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SOLR
33
HOLDINGS
41%
ALSO IN SMOG
SMOG
62
HOLDINGS
22%
ALSO IN SOLR
SECTOR DRIFT (SOLR minus SMOG)
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 SOLR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.0% | 6.5% | 6.0% |
 |
FIRST SOLAR INC | 3.9% | 4.2% | 3.9% |
|
NEXTERA ENERGY GROUP | 3.8% | 7.4% | 3.8% |
 |
VESTAS WIND SYSTEMS A/S | 2.6% | 4.0% | 2.6% |
 |
NIBE INDUSTRIER AB CLASS B | 1.4% | 1.6% | 1.4% |
SOLR Overweight Relative to SMOG
 |
TRANE TECHNOLOGIES PLC | 8.3% |
|
EATON CORP PLC | 7.2% |
 |
LEGRAND SA | 6.0% |
|
SCHNEIDER ELECTRIC SA | 5.9% |
|
ITRON INC | 5.7% |
|
HUBBELL INCORPORATED CLASS B | 5.5% |
 |
INFINEON TECHNOLOGIES AG | 3.8% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
 |
JOHNSON MATTHEY PLC | 2.3% |
SOLR Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.1% |
 |
ENEL SPA | -6.1% |
 |
BYD CO LTD-H | -4.2% |
|
NEXTERA ENERGY GROUP | -3.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
|
KINGSPAN GROUP PLC | -2.7% |
|
NIO INC. SPONSORED ADR CLASS A | -2.6% |