Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
20%
ALSO IN FAN
FAN
51
HOLDINGS
25%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FAN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FAN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 7.6% | 4.8% |
 |
IBERDROLA SA | 9.7% | 2.4% | 2.4% |
 |
NEXTERA ENERGY GROUP | 7.7% | 2.2% | 2.2% |
 |
ENEL SPA | 7.1% | 2.1% | 2.1% |
|
ORSTED | 2.0% | 8.4% | 2.0% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 9.5% |
|
IBERDROLA SA | 7.3% |
|
NEXTERA ENERGY GROUP | 5.5% |
|
ENEL SPA | 5.0% |
 |
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% |
|
FIRST SOLAR INC | 2.8% |
SMOG Underweight Relative to FAN
 |
NORDEX AG | -7.5% |
|
EDP RENOVAVEIS SA | -7.0% |
|
ORSTED | -6.4% |
|
CHINA LONGYUAN POWER GROUP-H | -5.3% |
|
CADELER A/S | -4.8% |
|
ERG SPA | -3.9% |
|
VESTAS WIND SYSTEMS A/S | -2.9% |
|
XINJIANG GOLDWIND SCI&TEC-H | -2.8% |
|
CS WIND CORP. | -2.7% |
|
ALLIANT ENERGY CORP | -2.3% |