Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
52%
ALSO IN PBD
PBD
124
HOLDINGS
27%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
NIBE INDUSTRIER AB CLASS B | 1.7% | 1.3% | 1.3% |
 |
SAMSUNG SDI CO LTD | 4.5% | 1.2% | 1.2% |
|
LG ENERGY SOLUTION LTD. | 1.8% | 1.1% | 1.1% |
 |
ACCIONA SA | 1.2% | 1.1% | 1.1% |
 |
NORDEX AG | 1.2% | 1.1% | 1.1% |
SMOG Overweight Relative to PBD
|
IBERDROLA SA | 9.7% |
 |
TESLA MOTORS INC | 9.5% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.1% |
 |
BYD CO LTD-H | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% |
|
SAMSUNG SDI CO LTD | 3.3% |
 |
AXIA ENERGIA | 3.2% |
 |
KINGSPAN GROUP PLC | 2.1% |
SMOG Underweight Relative to PBD
|
SES AI CORPORATION CLASS A | -1.4% |
|
ILJIN MATERIALS CO LTD | -1.4% |
 |
MOTECH INDUSTRIES INC | -1.3% |
 |
TAMURA CORP | -1.1% |
 |
ELIA SYSTEM OPERATOR SA/NV | -1.1% |
 |
NFI GROUP INC. | -1.1% |
|
TECO ELECTRIC & MACHINERY | -1.1% |
|
CORPORACION ACCIONA ENERGIAS RENOVAB | -1.1% |
 |
PHILIPS LIGHTING NV | -1.1% |
|
CORE & MAIN, INC. CLASS A | -1.0% |