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
25%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
21%
ALSO IN SOLR
SOLR
33
HOLDINGS
41%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus SOLR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.3% | 7.1% | 7.1% |
 |
NEXTERA ENERGY GROUP | 7.8% | 4.2% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 3.6% | 3.6% |
|
FIRST SOLAR INC | 3.3% | 4.9% | 3.3% |
 |
SAMSUNG SDI CO LTD | 2.2% | 1.5% | 1.5% |
SMOG Overweight Relative to SOLR
|
TESLA MOTORS INC | 7.8% |
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 5.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.9% |
|
NEXTERA ENERGY GROUP | 3.5% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
KINGSPAN GROUP PLC | 2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.3% |
|
LG ENERGY SOLUTION LTD. | 2.2% |
SMOG Underweight Relative to SOLR
|
TRANE TECHNOLOGIES PLC | -7.8% |
|
EATON CORP PLC | -6.6% |
 |
SCHNEIDER ELECTRIC SA | -6.4% |
|
LEGRAND SA | -5.9% |
|
HUBBELL INCORPORATED CLASS B | -5.6% |
 |
INFINEON TECHNOLOGIES AG | -4.5% |
|
ITRON INC | -4.4% |
|
ORMAT TECHNOLOGIES INC | -3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.7% |
 |
JOHNSON MATTHEY PLC | -2.7% |