Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
27.8%
% of CLNR's 81 holdings also in SMOG
38.6%
% of SMOG's 63 holdings also in CLNR
Overlap by Weight
Sector Drift (CLNR minus SMOG)
Overlapping Holdings
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| Company | Weight in CLNR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 4.1% | 6.9% | 4.1% |
 |
IBERDROLA SA | 3.0% | 7.6% | 3.0% |
 |
NEXTERA ENERGY GROUP | 2.7% | 7.8% | 2.7% |
|
TESLA MOTORS INC | 2.2% | 8.6% | 2.2% |
 |
VESTAS WIND SYSTEMS A/S | 0.9% | 3.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
CLNR Overweight Relative to SMOG
 |
SIEMENS AG-REG | 3.8% |
 |
TOYOTA MOTOR CORP | 3.3% |
|
GE AEROSPACE | 3.1% |
|
DAIMLER AG-REGISTERED SHARES | 3.1% |
|
HITACHI LTD | 3.0% |
|
INFINEON TECHNOLOGIES AG | 3.0% |
|
ALPHABET INC. CLASS A | 3.0% |
|
APPLE INC | 3.0% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.9% |
 |
ABB LTD. | 2.9% |
CLNR Underweight Relative to SMOG
 |
ENEL SPA | -7.0% |
|
TESLA MOTORS INC | -6.4% |
|
NEXTERA ENERGY GROUP | -5.1% |
|
IBERDROLA SA | -4.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | -4.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.5% |
|
VESTAS WIND SYSTEMS A/S | -3.0% |
 |
KINGSPAN GROUP PLC | -2.9% |
|
OWENS CORNING | -2.8% |
|
BYD CO LTD-H | -2.8% |