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
36.7%
% of SMOG's 66 holdings also in CLNR
27.5%
% of CLNR's 82 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus CLNR)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 15.5% | 3.8% | 3.8% |
 |
BYD CO LTD-H | 6.8% | 3.3% | 3.3% |
 |
IBERDROLA SA | 6.7% | 3.1% | 3.1% |
|
NEXTERA ENERGY GROUP | 7.1% | 2.9% | 2.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to CLNR
|
TESLA MOTORS INC | 11.6% |
 |
ENEL SPA | 6.2% |
|
NEXTERA ENERGY GROUP | 4.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.6% |
|
IBERDROLA SA | 3.5% |
|
BYD CO LTD-H | 3.5% |
|
OWENS CORNING | 3.3% |
|
FIRST SOLAR INC | 2.9% |
|
RIVIAN AUTOMOTIVE INC-A | 2.3% |
 |
KINGSPAN GROUP PLC | 2.2% |
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% |