Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
25%
ALSO IN CTEC
CTEC
38
HOLDINGS
39%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CTEC |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 7.3% | 5.3% |
 |
BLOOM ENERGY CORPORATION CLASS A | 3.9% | 9.4% | 3.9% |
|
FIRST SOLAR INC | 3.3% | 5.6% | 3.3% |
 |
SAMSUNG SDI CO LTD | 2.2% | 6.1% | 2.2% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 6.4% | 1.9% |
SMOG Overweight Relative to CTEC
|
TESLA MOTORS INC | 7.8% |
|
NEXTERA ENERGY GROUP | 7.8% |
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 5.7% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.3% |
|
LG ENERGY SOLUTION LTD. | 2.2% |
SMOG Underweight Relative to CTEC
|
BLOOM ENERGY CORPORATION CLASS A | -5.5% |
 |
NORDEX AG | -4.7% |
|
NEXTRACKER, INC. CLASS A | -4.5% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -4.1% |
|
SAMSUNG SDI CO LTD | -3.9% |
 |
NIBE INDUSTRIER AB CLASS B | -3.4% |
 |
JOHNSON MATTHEY PLC | -3.4% |
|
QUANTUMSCAPE CORPORATION CLASS A | -3.3% |
 |
CHINA EVERBRIGHT INTL LTD | -3.1% |
|
FLUENCE ENERGY INC CLASS A | -3.0% |