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
11%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
4%
ALSO IN EWP
EWP
23
HOLDINGS
10%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus EWP)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMOG |
Weight in EWP |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 9.7% | 14.7% | 9.7% |
|
ACCIONA SA | 1.2% | 1.8% | 1.2% |
SMOG Overweight Relative to EWP
 |
TESLA MOTORS INC | 9.5% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.1% |
 |
BYD CO LTD-H | 5.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
 |
SAMSUNG SDI CO LTD | 4.5% |
 |
AXIA ENERGIA | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
FIRST SOLAR INC | 2.8% |
SMOG Underweight Relative to EWP
|
BANCO SANTANDER SA | -16.9% |
|
BANCO BILBAO VIZCAYA ARGENTA | -12.9% |
|
REPSOL YPF SA | -5.5% |
|
IBERDROLA SA | -5.0% |
|
INDITEX | -4.7% |
|
AMADEUS IT HOLDING SA-A SHS | -4.5% |
|
GRUPO FERROVIAL | -4.4% |
|
CRITERIA CAIXACORP SA | -4.3% |
|
BANCO DE SABADELL SA | -3.7% |
|
ENDESA SA | -3.5% |