Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
30%
ALSO IN ICLN
ICLN
106
HOLDINGS
23%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus ICLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 9.7% | 7.2% | 7.2% |
 |
BLOOM ENERGY CORPORATION CLASS A | 4.9% | 6.1% | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 3.4% | 3.4% |
 |
AXIA ENERGIA | 3.2% | 4.3% | 3.2% |
|
FIRST SOLAR INC | 2.8% | 8.4% | 2.8% |
SMOG Overweight Relative to ICLN
|
TESLA MOTORS INC | 9.5% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.1% |
 |
BYD CO LTD-H | 5.0% |
 |
SAMSUNG SDI CO LTD | 4.5% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.6% |
|
IBERDROLA SA | 2.5% |
|
LG ENERGY SOLUTION LTD. | 1.8% |
 |
NIBE INDUSTRIER AB CLASS B | 1.7% |
SMOG Underweight Relative to ICLN
|
NEXTRACKER, INC. CLASS A | -6.3% |
|
CHINA YANGTZE POWER CO LTD-A | -5.6% |
|
FIRST SOLAR INC | -5.6% |
 |
CHUBU ELECTRIC POWER CO INC | -2.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.2% |
|
ORMAT TECHNOLOGIES INC | -2.1% |
|
EQUATORIAL ENERGIA SA - ORD | -2.1% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.1% |
|
ENPHASE ENERGY INC | -1.9% |