Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
34%
ALSO IN FRNW
FRNW
68
HOLDINGS
42%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.8% | 4.9% | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 4.7% | 4.3% |
|
FIRST SOLAR INC | 4.3% | 4.0% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 3.8% | 2.8% |
|
ORSTED | 2.0% | 3.3% | 2.0% |
SMOG Overweight Relative to FRNW
|
TESLA MOTORS INC | 7.7% |
|
NEXTERA ENERGY GROUP | 6.8% |
 |
IBERDROLA SA | 6.5% |
 |
ENEL SPA | 6.0% |
 |
SAMSUNG SDI CO LTD | 5.1% |
 |
BYD CO LTD-H | 5.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
 |
KINGSPAN GROUP PLC | 2.1% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.3% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.2% |
 |
VERBUND AG | -2.0% |
|
XINJIANG GOLDWIND SCI&TEC-H | -2.0% |
|
PLUG POWER INC | -1.9% |
 |
BROOKFIELD RENEWABLE CORP | -1.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.9% |
|
ITRON INC | -1.8% |