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
12
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
21%
ALSO IN FAN
FAN
50
HOLDINGS
29%
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 | 5.3% | 10.3% | 5.3% |
 |
IBERDROLA SA | 7.3% | 2.1% | 2.1% |
 |
ENEL SPA | 6.8% | 2.1% | 2.1% |
 |
NEXTERA ENERGY GROUP | 7.8% | 2.0% | 2.0% |
|
DONG ENERGY A/S | 1.9% | 4.8% | 1.9% |
SMOG Overweight Relative to FAN
|
TESLA MOTORS INC | 7.8% |
|
NEXTERA ENERGY GROUP | 5.8% |
 |
BYD CO LTD-H | 5.7% |
|
IBERDROLA SA | 5.2% |
|
ENEL SPA | 4.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% |
|
FIRST SOLAR INC | 3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
SMOG Underweight Relative to FAN
 |
NORDEX AG | -6.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -6.4% |
|
EDP RENOVAVEIS SA | -6.4% |
|
VESTAS WIND SYSTEMS A/S | -5.0% |
 |
NORTHLAND POWER INC | -4.3% |
|
DONG ENERGY A/S | -2.9% |
|
CHINA LONGYUAN POWER GROUP-H | -2.7% |
|
XINJIANG GOLDWIND SCI&TEC-H | -2.7% |
|
SIEMENS ENERGY AG | -2.5% |
|
RWE AG | -2.5% |