Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
CLNR
81
HOLDINGS
28%
ALSO IN SMOG
SMOG
64
HOLDINGS
38%
ALSO IN CLNR
SECTOR DRIFT (CLNR minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in CLNR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 5.7% | 6.5% | 5.7% |
 |
NEXTERA ENERGY GROUP | 4.3% | 6.8% | 4.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% | 8.8% | 4.0% |
|
TESLA MOTORS INC | 3.9% | 7.7% | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 2.1% | 4.3% | 2.1% |
CLNR Overweight Relative to SMOG
|
INTEL CORP | 14.4% |
|
ADVANCED MICRO DEVICES | 9.1% |
 |
DELTA ELECTRONICS INC | 8.7% |
|
ALPHABET INC. CLASS A | 7.9% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 7.6% |
 |
INFINEON TECHNOLOGIES AG | 6.2% |
 |
ABB LTD. | 6.0% |
|
GE AEROSPACE | 5.5% |
|
SIEMENS AG-REG | 5.3% |
 |
NATIONAL GRID PLC | 4.9% |
CLNR Underweight Relative to SMOG
 |
ENEL SPA | -6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.8% |
|
TESLA MOTORS INC | -3.7% |
 |
BYD CO LTD-H | -3.6% |
 |
SAMSUNG SDI CO LTD | -3.2% |
|
FIRST SOLAR INC | -2.7% |
|
NEXTERA ENERGY GROUP | -2.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.4% |
|
VESTAS WIND SYSTEMS A/S | -2.3% |
 |
KINGSPAN GROUP PLC | -2.1% |