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
27.5%
% of CLNR's 82 holdings also in SMOG
36.1%
% of SMOG's 66 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 3.8% | 11.8% | 3.8% |
 |
BYD CO LTD-H | 3.3% | 6.9% | 3.3% |
 |
IBERDROLA SA | 3.1% | 7.1% | 3.1% |
|
NEXTERA ENERGY GROUP | 2.9% | 7.7% | 2.9% |
 |
VESTAS WIND SYSTEMS A/S | 1.1% | 3.5% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
CLNR Overweight Relative to SMOG
|
APPLE INC | 3.5% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 3.4% |
|
NVIDIA CORP | 3.2% |
|
TEXAS INSTRUMENTS INC | 3.2% |
|
GE AEROSPACE | 3.2% |
|
INTEL CORP | 3.2% |
 |
HITACHI LTD | 3.1% |
 |
ABB LTD. | 3.1% |
 |
SCHNEIDER ELECTRIC SA | 3.0% |
|
ALPHABET INC. CLASS A | 3.0% |
CLNR Underweight Relative to SMOG
|
TESLA MOTORS INC | -8.0% |
 |
ENEL SPA | -6.3% |
|
NEXTERA ENERGY GROUP | -4.8% |
|
IBERDROLA SA | -3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.9% |
|
BYD CO LTD-H | -3.6% |
|
OWENS CORNING | -3.5% |
|
FIRST SOLAR INC | -2.9% |
 |
KINGSPAN GROUP PLC | -2.5% |
|
VESTAS WIND SYSTEMS A/S | -2.4% |