Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
26%
ALSO IN VCLN
VCLN
46
HOLDINGS
35%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 9.7% | 7.3% | 7.3% |
 |
BLOOM ENERGY CORPORATION CLASS A | 4.9% | 6.1% | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 3.8% | 3.8% |
 |
AXIA ENERGIA | 3.2% | 4.4% | 3.2% |
|
FIRST SOLAR INC | 2.8% | 7.2% | 2.8% |
SMOG Overweight Relative to VCLN
|
TESLA MOTORS INC | 9.5% |
 |
ENEL SPA | 7.1% |
|
NEXTERA ENERGY GROUP | 6.1% |
 |
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 | 2.4% |
|
LG ENERGY SOLUTION LTD. | 1.8% |
 |
NIBE INDUSTRIER AB CLASS B | 1.7% |
SMOG Underweight Relative to VCLN
|
NEXTRACKER, INC. CLASS A | -5.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.7% |
|
FIRST SOLAR INC | -4.5% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.1% |
|
CHINA YANGTZE POWER CO LTD-A | -3.8% |
 |
FORTUM OYJ | -3.1% |
|
PRYSMIAN SPA | -2.8% |
|
MAIRETECNIMONT SPA | -2.5% |
 |
INFINEON TECHNOLOGIES AG | -2.4% |
 |
BALFOUR BEATTY PLC | -2.3% |