Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
20%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 4.2% | 4.2% | 4.2% |
|
NEXTERA ENERGY GROUP | 8.5% | 3.2% | 3.2% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.9% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 2.5% | 2.1% | 2.1% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 3.2% | 2.0% |
SMOG Overweight Relative to CNRG
 |
IBERDROLA SA | 7.4% |
 |
ENEL SPA | 7.1% |
 |
BYD CO LTD-H | 5.3% |
|
NEXTERA ENERGY GROUP | 5.3% |
|
TESLA MOTORS INC | 4.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.4% |
 |
SAMSUNG SDI CO LTD | 3.7% |
 |
KINGSPAN GROUP PLC | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
LG ENERGY SOLUTION LTD. | 2.4% |
SMOG Underweight Relative to CNRG
|
GENERAC HOLDINGS INC | -3.7% |
|
AES CORP | -3.4% |
|
CORNING INC | -3.4% |
|
GE VERONA | -3.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.1% |
|
ENPHASE ENERGY INC | -2.9% |
|
AVISTA CORP | -2.9% |
|
APPLIED MATERIALS INC | -2.8% |
 |
TENARIS SA-ADR | -2.8% |
|
ARCOSA INC | -2.7% |