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
18%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
17%
ALSO IN ETEC
ETEC
49
HOLDINGS
29%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ETEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.3% | 5.3% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 4.9% | 2.8% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 2.6% | 2.6% |
|
TESLA MOTORS INC | 7.7% | 2.4% | 2.4% |
 |
CONTEMPORARY AMPEREX TECHN-H | 1.7% | 6.5% | 1.7% |
SMOG Overweight Relative to ETEC
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% |
|
NEXTERA ENERGY GROUP | 6.8% |
 |
IBERDROLA SA | 6.5% |
 |
ENEL SPA | 6.0% |
|
TESLA MOTORS INC | 5.3% |
 |
SAMSUNG SDI CO LTD | 5.1% |
|
BYD CO LTD-H | 5.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
 |
KINGSPAN GROUP PLC | 2.1% |
|
ORSTED | 2.0% |
SMOG Underweight Relative to ETEC
 |
YASKAWA ELECTRIC CORP | -7.4% |
|
ALLEGRO MICROSYSTEMS, INC. | -7.2% |
|
BORGWARNER INC | -6.6% |
|
KURITA WATER INDUSTRIES LTD | -5.6% |
|
CONTEMPORARY AMPEREX TECHN-H | -4.8% |
|
UNIVERSAL DISPLAY CORP | -4.6% |
|
ENPHASE ENERGY INC | -3.7% |
|
NGK INSULATORS LTD | -3.5% |
 |
KEMIRA OYJ | -3.0% |
|
GE VERONA | -2.8% |