Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
23%
ALSO IN VCLN
VCLN
51
HOLDINGS
31%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.3% | 6.0% | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 6.1% | 5.3% |
 |
BLOOM ENERGY CORPORATION CLASS A | 3.9% | 6.0% | 3.9% |
|
FIRST SOLAR INC | 3.3% | 8.1% | 3.3% |
|
NEXTERA ENERGY GROUP | 7.8% | 2.1% | 2.1% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 7.8% |
 |
ENEL SPA | 6.8% |
 |
BYD CO LTD-H | 5.7% |
|
NEXTERA ENERGY GROUP | 5.7% |
|
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% |
 |
SAMSUNG SDI CO LTD | 2.2% |
|
LG ENERGY SOLUTION LTD. | 2.2% |
SMOG Underweight Relative to VCLN
|
FIRST SOLAR INC | -4.8% |
|
NEXTRACKER, INC. CLASS A | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.0% |
|
CHINA YANGTZE POWER CO LTD-A | -2.9% |
 |
CHUBU ELECTRIC POWER CO INC | -2.7% |
 |
FORTUM OYJ | -2.5% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -2.4% |
|
PRYSMIAN SPA | -2.3% |
|
AXIA ENERGIA | -2.1% |