Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
25.0%
% of SMOG's 65 holdings also in RNRG
37.8%
% of RNRG's 37 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus RNRG)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 2.5% | 7.8% | 2.5% |
 |
MERIDIAN ENERGY LTD | 1.3% | 6.6% | 1.3% |
|
CONTACT ENERGY LTD | 1.2% | 4.7% | 1.2% |
 |
ORMAT TECHNOLOGIES INC | 1.0% | 4.8% | 1.0% |
 |
NORTHLAND POWER INC | 1.0% | 3.8% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to RNRG
 |
IBERDROLA SA | 8.6% |
|
TESLA MOTORS INC | 8.2% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.5% |
 |
BYD CO LTD-H | 6.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
|
VESTAS WIND SYSTEMS A/S | 3.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
|
FIRST SOLAR INC | 3.0% |
 |
KINGSPAN GROUP PLC | 2.9% |
SMOG Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -7.8% |
 |
VERBUND AG | -5.6% |
|
ENGIE BRASIL ENERGIA S.A. | -5.4% |
|
EDP RENOVAVEIS SA | -5.3% |
|
DONG ENERGY A/S | -5.3% |
|
MERIDIAN ENERGY LTD | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
MIGHTY RIVER POWER | -4.1% |
|
ORMAT TECHNOLOGIES INC | -3.8% |
|
CONTACT ENERGY LTD | -3.5% |