Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
36%
ALSO IN FRNW
FRNW
69
HOLDINGS
41%
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 | 6.6% | 4.8% | 4.8% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% | 4.7% | 4.7% |
|
FIRST SOLAR INC | 3.0% | 3.9% | 3.0% |
|
ORSTED | 1.9% | 3.0% | 1.9% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 3.4% | 1.6% |
SMOG Overweight Relative to FRNW
 |
IBERDROLA SA | 8.3% |
|
TESLA MOTORS INC | 7.6% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
ENEL SPA | 6.3% |
 |
BYD CO LTD-H | 5.6% |
 |
SAMSUNG SDI CO LTD | 5.0% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.5% |
 |
AXIA ENERGIA | 2.3% |
SMOG Underweight Relative to FRNW
|
GE VERONA | -5.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.1% |
 |
BROOKFIELD RENEWABLE CORP | -2.1% |
|
ITRON INC | -2.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -1.9% |
 |
SMA SOLAR TECHNOLOGY AG | -1.9% |
|
ACCIONA SA | -1.9% |
|
BORALEX INC -CL 'A' | -1.9% |
|
NEXTRACKER, INC. CLASS A | -1.8% |