Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CTEC
40
HOLDINGS
38%
ALSO IN SMOG
SMOG
64
HOLDINGS
26%
ALSO IN CTEC
SECTOR DRIFT (CTEC minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in CTEC |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.3% | 8.8% | 8.3% |
 |
SAMSUNG SDI CO LTD | 7.7% | 5.1% | 5.1% |
 |
VESTAS WIND SYSTEMS A/S | 5.2% | 4.3% | 4.3% |
|
FIRST SOLAR INC | 7.1% | 4.3% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 6.1% | 2.8% | 2.8% |
CTEC Overweight Relative to SMOG
|
ENPHASE ENERGY INC | 4.3% |
 |
CONTEMPORARY AMPEREX TECHN-H | 3.8% |
|
PLUG POWER INC | 3.7% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.1% |
|
FIRST SOLAR INC | 2.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 2.7% |
|
DOOSAN FUEL CELL CO., LTD. | 2.6% |
|
SAMSUNG SDI CO LTD | 2.6% |
 |
JOHNSON MATTHEY PLC | 2.5% |
CTEC Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.7% |
|
NEXTERA ENERGY GROUP | -6.8% |
 |
IBERDROLA SA | -6.5% |
 |
ENEL SPA | -6.0% |
|
BYD CO LTD-H | -5.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.4% |
|
RIVIAN AUTOMOTIVE INC-A | -2.4% |
 |
KINGSPAN GROUP PLC | -2.1% |
|
ORSTED | -2.0% |
|
NIO INC. SPONSORED ADR CLASS A | -1.8% |