Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
27%
ALSO IN ICLN
ICLN
106
HOLDINGS
20%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ICLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.6% | 8.6% | 6.6% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% | 4.5% | 4.5% |
|
FIRST SOLAR INC | 3.0% | 7.9% | 3.0% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 6.6% | 1.6% |
|
ORSTED | 1.9% | 1.6% | 1.6% |
SMOG Overweight Relative to ICLN
 |
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 ICLN
|
CHINA YANGTZE POWER CO LTD-A | -7.7% |
|
NEXTRACKER, INC. CLASS A | -5.1% |
|
FIRST SOLAR INC | -4.9% |
|
ENPHASE ENERGY INC | -3.8% |
|
EQUATORIAL ENERGIA SA - ORD | -3.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.9% |
|
PLUG POWER INC | -2.8% |
 |
CHUBU ELECTRIC POWER CO INC | -2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.9% |