Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SOLR
33
HOLDINGS
41%
ALSO IN SMOG
SMOG
65
HOLDINGS
21%
ALSO IN SOLR
SECTOR DRIFT (SOLR minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in SOLR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.1% | 7.3% | 7.1% |
 |
NEXTERA ENERGY GROUP | 4.2% | 7.8% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.6% | 5.3% | 3.6% |
|
FIRST SOLAR INC | 4.9% | 3.3% | 3.3% |
 |
SAMSUNG SDI CO LTD | 1.5% | 2.2% | 1.5% |
SOLR Overweight Relative to SMOG
 |
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% |
SOLR Underweight Relative to SMOG
|
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% |