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
21%

OVERLAP
BY WEIGHT
12

# OF OVERLAPPING
HOLDINGS
SOLR
33
HOLDINGS
41%
ALSO IN SMOG
SMOG
63
HOLDINGS
21%
ALSO IN SOLR
SECTOR DRIFT (SOLR minus SMOG)
OVERLAPPING HOLDINGS

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Company Weight
in SOLR
Weight
in SMOG
Overlap
IBERDROLA SA 4.8% 7.4% 4.8%
NEXTERA ENERGY GROUP 3.8% 7.9% 3.8%
FIRST SOLAR INC 2.6% 3.4% 2.6%
VESTAS WIND SYSTEMS A/S 2.0% 3.9% 2.0%
DONG ENERGY A/S 1.7% 1.8% 1.7%
SOLR Overweight Relative to SMOG
TRANE TECHNOLOGIES PLC 6.9%
EATON CORP PLC 5.9%
SCHNEIDER ELECTRIC SA 5.5%
ITRON INC 5.0%
LEGRAND SA 4.5%
HUBBELL INCORPORATED CLASS B 4.5%
INFINEON TECHNOLOGIES AG 3.9%
SENSATA TECHNOLOGIES HOLDING PLC 2.4%
ON SEMICONDUCTOR CORPORATION 2.1%
ORMAT TECHNOLOGIES INC 1.7%
SOLR Underweight Relative to SMOG
TESLA MOTORS INC -8.1%
ENEL SPA -6.8%
BYD CO LTD-H -5.4%
NEXTERA ENERGY GROUP -4.1%
LI AUTO, INC. SPONSORED ADR CLASS A -3.8%
XPENG, INC. ADR SPONSORED CLASS A -3.2%
KINGSPAN GROUP PLC -3.1%
RIVIAN AUTOMOTIVE INC-A -3.0%
IBERDROLA SA -2.6%
OWENS CORNING -2.5%
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