Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
21%
ALSO IN FAN
FAN
56
HOLDINGS
27%
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 | 4.3% | 8.2% | 4.3% |
|
ORSTED | 2.0% | 8.1% | 2.0% |
 |
IBERDROLA SA | 6.5% | 1.8% | 1.8% |
 |
ENEL SPA | 6.0% | 1.8% | 1.8% |
 |
NEXTERA ENERGY GROUP | 6.8% | 1.7% | 1.7% |
SMOG Overweight Relative to FAN
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% |
|
TESLA MOTORS INC | 7.7% |
 |
SAMSUNG SDI CO LTD | 5.1% |
|
NEXTERA ENERGY GROUP | 5.1% |
 |
BYD CO LTD-H | 5.0% |
|
IBERDROLA SA | 4.6% |
|
FIRST SOLAR INC | 4.3% |
|
ENEL SPA | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
SMOG Underweight Relative to FAN
 |
NORDEX AG | -6.1% |
|
ORSTED | -6.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -5.8% |
|
EDP RENOVAVEIS SA | -5.8% |
 |
NORTHLAND POWER INC | -5.1% |
|
VESTAS WIND SYSTEMS A/S | -3.9% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | -3.0% |
|
BORALEX INC -CL 'A' | -2.8% |
|
PRYSMIAN SPA | -2.7% |
|
CHINA LONGYUAN POWER GROUP-H | -2.4% |