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
64
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 | 4.4% | 6.4% | 4.4% |
 |
BLOOM ENERGY CORPORATION CLASS A | 4.2% | 10.6% | 4.2% |
 |
SAMSUNG SDI CO LTD | 3.7% | 10.5% | 3.7% |
|
FIRST SOLAR INC | 2.5% | 4.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 7.2% | 2.0% |
SMOG Overweight Relative to CTEC
|
NEXTERA ENERGY GROUP | 8.5% |
 |
IBERDROLA SA | 7.4% |
 |
ENEL SPA | 7.1% |
|
TESLA MOTORS INC | 6.5% |
 |
BYD CO LTD-H | 5.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.9% |
 |
KINGSPAN GROUP PLC | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
|
LG ENERGY SOLUTION LTD. | 2.4% |
|
ORSTED | 2.1% |
SMOG Underweight Relative to CTEC
|
SAMSUNG SDI CO LTD | -6.8% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.4% |
 |
NORDEX AG | -6.3% |
|
NEXTRACKER, INC. CLASS A | -5.1% |
 |
NIBE INDUSTRIER AB CLASS B | -3.5% |
|
ENPHASE ENERGY INC | -3.3% |
 |
CHINA EVERBRIGHT INTL LTD | -3.2% |
|
XINYI SOLAR HOLDINGS LTD | -2.9% |
 |
JOHNSON MATTHEY PLC | -2.9% |
|
QUANTUMSCAPE CORPORATION CLASS A | -2.1% |