Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
16.2%
% of GCLN's 202 holdings also in SMOG
52.5%
% of SMOG's 66 holdings also in GCLN
Overlap by Weight
Sector Drift (GCLN minus SMOG)
Overlapping Holdings
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| Company | Weight in GCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.2% | 11.8% | 6.2% |
 |
IBERDROLA SA | 5.1% | 7.1% | 5.1% |
|
NEXTERA ENERGY GROUP | 4.9% | 7.7% | 4.9% |
 |
ENEL SPA | 3.8% | 6.3% | 3.8% |
 |
BYD CO LTD-H | 2.0% | 6.9% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
GCLN Overweight Relative to SMOG
|
DUKE ENERGY CORP | 2.6% |
|
PUBLIC SERVICE ENTERPRISE GP | 2.5% |
|
AMERICAN ELECTRIC POWER | 2.2% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 2.2% |
|
SEMPRA ENERGY | 2.1% |
 |
NATIONAL GRID PLC | 2.1% |
 |
E.ON AG | 2.1% |
|
EDISON INTERNATIONAL | 2.0% |
|
DOMINION RESOURCES INC/VA | 1.9% |
|
SSE PLC | 1.7% |
GCLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -5.6% |
|
BYD CO LTD-H | -4.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.9% |
|
OWENS CORNING | -3.5% |
|
NEXTERA ENERGY GROUP | -2.8% |
|
ENEL SPA | -2.5% |
 |
KINGSPAN GROUP PLC | -2.5% |
|
FIRST SOLAR INC | -2.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.2% |
 |
DONG ENERGY A/S | -2.1% |