Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
27%
ALSO IN CTEC
CTEC
40
HOLDINGS
38%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus CTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in CTEC |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.6% | 9.8% | 6.6% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% | 8.2% | 5.7% |
 |
SAMSUNG SDI CO LTD | 5.0% | 9.2% | 5.0% |
|
FIRST SOLAR INC | 3.0% | 6.3% | 3.0% |
 |
CONTEMPORARY AMPEREX TECHN-H | 2.5% | 5.7% | 2.5% |
SMOG Overweight Relative to CTEC
 |
IBERDROLA SA | 8.3% |
|
TESLA MOTORS INC | 7.6% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
ENEL SPA | 6.3% |
|
BYD CO LTD-H | 5.6% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% |
 |
AXIA ENERGIA | 2.3% |
|
ORSTED | 1.9% |
|
OWENS CORNING | 1.7% |
SMOG Underweight Relative to CTEC
|
SAMSUNG SDI CO LTD | -4.2% |
 |
NIBE INDUSTRIER AB CLASS B | -4.1% |
|
FIRST SOLAR INC | -3.3% |
|
CONTEMPORARY AMPEREX TECHN-H | -3.3% |
|
ENPHASE ENERGY INC | -3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.2% |
 |
CHINA EVERBRIGHT INTL LTD | -3.1% |
|
NEXTRACKER, INC. CLASS A | -2.9% |
 |
JOHNSON MATTHEY PLC | -2.9% |
 |
NORDEX AG | -2.8% |