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
53.3%
% of SMOG's 66 holdings also in GCLN
16.2%
% of GCLN's 202 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus GCLN)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in GCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 15.5% | 6.2% | 6.2% |
 |
IBERDROLA SA | 6.7% | 5.1% | 5.1% |
|
NEXTERA ENERGY GROUP | 7.1% | 4.9% | 4.9% |
 |
ENEL SPA | 6.2% | 3.8% | 3.8% |
 |
BYD CO LTD-H | 6.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to GCLN
|
TESLA MOTORS INC | 9.3% |
|
BYD CO LTD-H | 4.8% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.6% |
|
OWENS CORNING | 3.3% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% |
|
FIRST SOLAR INC | 2.4% |
|
ENEL SPA | 2.4% |
 |
KINGSPAN GROUP PLC | 2.2% |
|
NEXTERA ENERGY GROUP | 2.2% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.0% |
SMOG Underweight Relative to GCLN
|
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% |