Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
CTEC
40
HOLDINGS
40%
ALSO IN SMOG
SMOG
63
HOLDINGS
30%
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 | 5.4% | 4.9% | 4.9% |
 |
SAMSUNG SDI CO LTD | 5.0% | 4.5% | 4.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 4.8% | 4.5% |
|
FIRST SOLAR INC | 4.4% | 2.8% | 2.8% |
|
LG ENERGY SOLUTION LTD. | 5.1% | 1.8% | 1.8% |
CTEC Overweight Relative to SMOG
 |
TRANE TECHNOLOGIES PLC | 6.4% |
|
GE VERONA | 6.4% |
|
EATON CORP PLC | 6.2% |
 |
SIEMENS ENERGY AG | 6.0% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
CARRIER GLOBAL CORP. | 4.9% |
 |
PRYSMIAN SPA | 4.4% |
|
NORDEX AG | 3.6% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
|
LG ENERGY SOLUTION LTD. | 3.3% |
CTEC Underweight Relative to SMOG
 |
IBERDROLA SA | -9.7% |
|
TESLA MOTORS INC | -9.5% |
|
NEXTERA ENERGY GROUP | -7.7% |
|
ENEL SPA | -7.1% |
 |
BYD CO LTD-H | -5.0% |
 |
AXIA ENERGIA | -3.2% |
|
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.6% |
|
ORSTED | -2.0% |
|
OWENS CORNING | -1.6% |