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
16.4%
% of SMOG's 66 holdings also in RNEW
23.8%
% of RNEW's 45 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus RNEW)
Overlapping Holdings
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Company | Weight in SMOG |
Weight in RNEW |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 11.8% | 9.4% | 9.4% | |
FIRST SOLAR INC | 3.9% | 3.3% | 3.3% | |
RIVIAN AUTOMOTIVE INC-A | 2.1% | 4.5% | 2.1% | |
ENPHASE ENERGY INC | 1.7% | 2.3% | 1.7% | |
BROOKFIELD RENEWABLE CORPORATION CLASS A | 1.0% | 2.9% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to RNEW
NEXTERA ENERGY GROUP | 7.7% | |
IBERDROLA SA | 7.1% | |
BYD CO LTD-H | 6.9% | |
ENEL SPA | 6.3% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 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% | |
KINGSPAN GROUP PLC | 2.5% |
SMOG Underweight Relative to RNEW
CHENIERE ENERGY INC | -7.0% | |
QUANTA SERVICES INC | -6.1% | |
CLEAN HARBORS INC | -5.8% | |
REPUBLIC SERVICES INC | -5.8% | |
WASTE MANAGEMENT INC | -5.7% | |
ECOLAB INC | -5.3% | |
DONALDSON CO INC | -5.0% | |
BORGWARNER INC | -4.3% | |
CASELLA WASTE SYSTEMS INC-A | -3.3% | |
IDACORP INC | -3.2% |