Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
43.5%
% of RNWZ's 23 holdings also in SMOG
16.7%
% of SMOG's 66 holdings also in RNWZ
Overlap by Weight
Sector Drift (RNWZ minus SMOG)
Overlapping Holdings
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| Company | Weight in RNWZ |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 3.0% | 7.1% | 3.0% |
 |
IBERDROLA SA | 2.7% | 6.7% | 2.7% |
 |
DONG ENERGY A/S | 8.5% | 2.4% | 2.4% |
 |
MERIDIAN ENERGY LTD | 4.5% | 1.1% | 1.1% |
 |
NORTHLAND POWER INC | 3.8% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
RNWZ Overweight Relative to SMOG
 |
RWE AG | 11.9% |
 |
SSE PLC | 8.2% |
|
DONG ENERGY A/S | 6.2% |
|
AMERICAN ELECTRIC POWER | 5.9% |
|
P G & E CORP | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.6% |
|
ALLETE INC | 4.4% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
|
CLEARWAY ENERGY, INC. CLASS A | 3.8% |
 |
VERBUND AG | 3.6% |
RNWZ Underweight Relative to SMOG
|
TESLA MOTORS INC | -15.5% |
 |
BYD CO LTD-H | -6.8% |
 |
ENEL SPA | -6.2% |
|
NEXTERA ENERGY GROUP | -4.2% |
|
IBERDROLA SA | -4.0% |
|
FIRST SOLAR INC | -4.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.6% |
|
OWENS CORNING | -3.3% |
|
VESTAS WIND SYSTEMS A/S | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.9% |