Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
36%
ALSO IN FRNW
FRNW
68
HOLDINGS
43%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 4.6% | 4.6% |
 |
FIRST SOLAR INC | 3.3% | 4.4% | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.9% | 3.1% | 3.1% |
|
DONG ENERGY A/S | 1.9% | 2.7% | 1.9% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 3.2% | 1.9% |
SMOG Overweight Relative to FRNW
|
TESLA MOTORS INC | 7.8% |
|
NEXTERA ENERGY GROUP | 7.8% |
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 5.7% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.3% |
 |
SAMSUNG SDI CO LTD | 2.2% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.7% |
|
ITRON INC | -2.2% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.2% |
 |
VERBUND AG | -2.0% |
|
XINJIANG GOLDWIND SCI&TEC-H | -1.9% |
|
ENPHASE ENERGY INC | -1.7% |
|
SOLARIA ENERGIA Y MEDIO AMBI | -1.7% |
|
SUNRUN INC. | -1.7% |