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
SMOG
64
HOLDINGS
38%
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 | 6.5% | 5.7% | 5.7% |
 |
NEXTERA ENERGY GROUP | 6.8% | 4.3% | 4.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% | 4.0% | 4.0% |
|
TESLA MOTORS INC | 7.7% | 3.9% | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 2.1% | 2.1% |
SMOG Overweight Relative to CLNR
 |
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% |
SMOG Underweight Relative to CLNR
|
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% |