Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
23
Number of overlapping holdings
34.8%
% of SMOG's 72 holdings also in CLNR
28.8%
% of CLNR's 82 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus CLNR)
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 SMOG |
Weight in CLNR |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 9.6% | 3.8% | 3.8% | |
BYD CO LTD-H | 6.0% | 3.3% | 3.3% | |
IBERDROLA SA | 7.4% | 3.1% | 3.1% | |
NEXTERA ENERGY GROUP | 8.9% | 2.9% | 2.9% | |
VESTAS WIND SYSTEMS A/S | 4.9% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to CLNR
ENEL SPA | 6.8% | |
NEXTERA ENERGY GROUP | 6.0% | |
TESLA MOTORS INC | 5.8% | |
IBERDROLA SA | 4.3% | |
VESTAS WIND SYSTEMS A/S | 3.8% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.0% | |
SAMSUNG SDI CO LTD | 2.8% | |
OWENS CORNING | 2.7% | |
BYD CO LTD-H | 2.7% | |
FIRST SOLAR INC | 2.7% |
SMOG Underweight Relative to CLNR
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% |