Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
14.8%
% of SMOG's 66 holdings also in HAIL
13.2%
% of HAIL's 68 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus HAIL)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in HAIL |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 11.8% | 3.3% | 3.3% |
 |
XPENG, INC. ADR SPONSORED CLASS A | 2.2% | 3.1% | 2.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.9% | 2.2% | 2.2% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% | 1.9% | 1.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.1% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to HAIL
|
TESLA MOTORS INC | 8.5% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
IBERDROLA SA | 7.1% |
|
BYD CO LTD-H | 6.9% |
 |
ENEL SPA | 6.3% |
|
FIRST SOLAR INC | 3.9% |
|
OWENS CORNING | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% |
|
DONG ENERGY A/S | 2.8% |
 |
SAMSUNG SDI CO LTD | 2.6% |
SMOG Underweight Relative to HAIL
|
AURORA INNOVATION, INC. CLASS A | -3.6% |
|
ALLISON TRANSMISSION HOLDING | -2.9% |
|
CUMMINS INC | -2.5% |
|
GENERAL MOTORS CO | -2.1% |
|
LYFT INC CLASS A | -2.1% |
|
NVIDIA CORP | -2.1% |
|
EHANG HOLDINGS LTD. SPONSORED ADR CL | -2.0% |
|
PAR TECHNOLOGY CORP/DEL | -1.9% |
|
ANSYS INC | -1.9% |
|
BORGWARNER INC | -1.8% |