Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
39%
ALSO IN CLNR
CLNR
81
HOLDINGS
28%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CLNR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.3% | 5.3% | 5.3% |
 |
TESLA MOTORS INC | 7.8% | 4.5% | 4.5% |
|
NEXTERA ENERGY GROUP | 7.8% | 3.5% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 1.9% | 1.9% |
|
FIRST SOLAR INC | 3.3% | 1.9% | 1.9% |
SMOG Overweight Relative to CLNR
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 4.4% |
|
NEXTERA ENERGY GROUP | 4.2% |
|
VESTAS WIND SYSTEMS A/S | 3.4% |
|
TESLA MOTORS INC | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.3% |
|
RIVIAN AUTOMOTIVE INC-A | 2.3% |
SMOG Underweight Relative to CLNR
|
ALPHABET INC. CLASS A | -6.4% |
|
GE AEROSPACE | -5.9% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -5.6% |
|
ADVANCED MICRO DEVICES | -5.4% |
|
INTEL CORP | -5.3% |
 |
SIEMENS AG-REG | -5.0% |
 |
ABB LTD. | -4.5% |
 |
TOYOTA MOTOR CORP | -4.4% |
|
HITACHI LTD | -4.3% |
 |
NATIONAL GRID PLC | -4.2% |