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
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
14%
ALSO IN ETEC
ETEC
49
HOLDINGS
26%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ETEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 3.6% | 3.6% |
 |
FIRST SOLAR INC | 3.3% | 4.0% | 3.3% |
|
TESLA MOTORS INC | 7.8% | 2.5% | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% | 2.0% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 4.4% | 1.9% |
SMOG Overweight Relative to ETEC
|
NEXTERA ENERGY GROUP | 7.8% |
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 5.7% |
|
TESLA MOTORS INC | 5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.3% |
 |
SAMSUNG SDI CO LTD | 2.2% |
SMOG Underweight Relative to ETEC
|
BORGWARNER INC | -6.7% |
|
ALLEGRO MICROSYSTEMS, INC. | -6.1% |
|
UNIVERSAL DISPLAY CORP | -6.0% |
 |
KURITA WATER INDUSTRIES LTD | -5.8% |
|
YASKAWA ELECTRIC CORP | -5.4% |
 |
KEMIRA OYJ | -4.3% |
|
GE VERONA | -3.2% |
|
XYLEM INC | -3.2% |
|
ENPHASE ENERGY INC | -2.8% |
|
NGK INSULATORS LTD | -2.8% |