Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
16%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
19%
ALSO IN ETEC
ETEC
49
HOLDINGS
30%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ETEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.5% | 3.4% | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 2.8% | 2.8% |
|
FIRST SOLAR INC | 2.8% | 4.1% | 2.8% |
|
RIVIAN AUTOMOTIVE INC-A | 2.6% | 1.7% | 1.7% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 4.5% | 1.6% |
SMOG Overweight Relative to ETEC
 |
IBERDROLA SA | 9.7% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.1% |
|
TESLA MOTORS INC | 6.1% |
 |
BYD CO LTD-H | 5.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.9% |
 |
SAMSUNG SDI CO LTD | 4.5% |
 |
AXIA ENERGIA | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
ORSTED | 2.0% |
SMOG Underweight Relative to ETEC
|
UNIVERSAL DISPLAY CORP | -7.0% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.7% |
|
BORGWARNER INC | -5.3% |
 |
KURITA WATER INDUSTRIES LTD | -4.7% |
|
YASKAWA ELECTRIC CORP | -4.6% |
 |
KEMIRA OYJ | -4.2% |
|
GE VERONA | -3.2% |
|
NEXTRACKER, INC. CLASS A | -3.0% |
|
XYLEM INC | -2.8% |
|
NGK INSULATORS LTD | -2.7% |