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
19
# OF OVERLAPPING
HOLDINGS
ERTH
189
HOLDINGS
12%
ALSO IN SMOG
SMOG
63
HOLDINGS
35%
ALSO IN ERTH
SECTOR DRIFT (ERTH 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 ERTH |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.5% | 9.5% | 6.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 4.8% | 4.7% |
 |
BYD CO LTD-H | 4.3% | 5.0% | 4.3% |
|
FIRST SOLAR INC | 2.9% | 2.8% | 2.8% |
 |
KINGSPAN GROUP PLC | 2.8% | 3.1% | 2.8% |
ERTH Overweight Relative to SMOG
|
NVIDIA CORP | 5.3% |
|
DIGITAL REALTY TRUST INC | 5.3% |
|
WEYERHAEUSER CO | 2.4% |
 |
SCENTRE GROUP | 2.2% |
 |
CAPITAMALL TRUST | 1.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.6% |
 |
MARINE HARVEST | 1.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 1.5% |
 |
KLEPIERRE | 1.5% |
ERTH Underweight Relative to SMOG
 |
IBERDROLA SA | -9.7% |
|
NEXTERA ENERGY GROUP | -7.7% |
 |
ENEL SPA | -7.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.9% |
 |
SAMSUNG SDI CO LTD | -4.5% |
 |
AXIA ENERGIA | -3.2% |
|
TESLA MOTORS INC | -3.0% |
|
ORSTED | -2.0% |
 |
NIBE INDUSTRIER AB CLASS B | -1.7% |
|
OWENS CORNING | -1.6% |