Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
10
Number of overlapping holdings
23.8%
% of RNEW's 45 holdings also in SMOG
16.7%
% of SMOG's 66 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus SMOG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RNEW |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 12.0% | 15.5% | 12.0% |
|
FIRST SOLAR INC | 3.2% | 4.0% | 3.2% |
|
RIVIAN AUTOMOTIVE INC-A | 5.9% | 2.9% | 2.9% |
|
ENPHASE ENERGY INC | 2.7% | 2.0% | 2.0% |
|
BROOKFIELD RENEWABLE CORPORATION CLASS A | 2.7% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to SMOG
|
CHENIERE ENERGY INC | 6.5% |
|
QUANTA SERVICES INC | 5.9% |
|
REPUBLIC SERVICES INC | 5.4% |
|
CLEAN HARBORS INC | 5.4% |
|
WASTE MANAGEMENT INC | 5.2% |
|
ECOLAB INC | 5.0% |
|
DONALDSON CO INC | 4.4% |
|
BORGWARNER INC | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.1% |
|
CASELLA WASTE SYSTEMS INC-A | 3.1% |
RNEW Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -7.1% |
 |
BYD CO LTD-H | -6.8% |
 |
IBERDROLA SA | -6.7% |
 |
ENEL SPA | -6.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.6% |
|
TESLA MOTORS INC | -3.5% |
|
OWENS CORNING | -3.3% |
 |
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
SAMSUNG SDI CO LTD | -2.6% |
|
DONG ENERGY A/S | -2.4% |