Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
10%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
15%
ALSO IN SDG
SDG
120
HOLDINGS
8%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SDG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.4% | 3.9% | 3.9% |
 |
FIRST SOLAR INC | 2.5% | 2.9% | 2.5% |
|
ORSTED | 2.1% | 2.0% | 2.0% |
 |
LG ENERGY SOLUTION LTD. | 2.4% | 0.7% | 0.7% |
 |
XINYI SOLAR HOLDINGS LTD | 0.5% | 1.3% | 0.5% |
SMOG Overweight Relative to SDG
|
NEXTERA ENERGY GROUP | 8.5% |
 |
IBERDROLA SA | 7.4% |
 |
ENEL SPA | 7.1% |
|
TESLA MOTORS INC | 6.5% |
|
BYD CO LTD-H | 5.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.2% |
|
SAMSUNG SDI CO LTD | 3.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.9% |
 |
KINGSPAN GROUP PLC | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% |
SMOG Underweight Relative to SDG
 |
NOVARTIS AG | -4.9% |
 |
WIWYNN CORP. | -4.1% |
 |
EAST JAPAN RAILWAY CO | -3.8% |
|
NVIDIA CORP | -3.7% |
 |
WH GROUP LTD | -3.6% |
|
MARVELL TECHNOLOGY, INC. | -3.4% |
|
LI AUTO, INC. CLASS A | -3.0% |
|
UNI-PRESIDENT ENTERPRISES CO | -2.8% |
|
KIMBERLY-CLARK CORP | -2.7% |
|
CENTRAL JAPAN RAILWAY CO | -2.4% |