Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
21.1%
% of SMOG's 63 holdings also in SOLR
41.4%
% of SOLR's 33 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus SOLR)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.6% | 4.8% | 4.8% |
 |
NEXTERA ENERGY GROUP | 7.8% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 2.9% | 2.6% | 2.6% |
 |
VESTAS WIND SYSTEMS A/S | 3.9% | 2.0% | 2.0% |
|
DONG ENERGY A/S | 2.5% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to SOLR
|
TESLA MOTORS INC | 8.6% |
 |
ENEL SPA | 7.0% |
 |
BYD CO LTD-H | 6.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | 4.0% |
|
NEXTERA ENERGY GROUP | 4.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.5% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
IBERDROLA SA | 2.8% |
|
OWENS CORNING | 2.8% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
SMOG Underweight Relative to SOLR
|
TRANE TECHNOLOGIES PLC | -6.9% |
|
EATON CORP PLC | -5.9% |
 |
SCHNEIDER ELECTRIC SA | -5.5% |
|
ITRON INC | -5.0% |
|
LEGRAND SA | -4.5% |
|
HUBBELL INCORPORATED CLASS B | -4.5% |
 |
INFINEON TECHNOLOGIES AG | -3.9% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.4% |
|
ON SEMICONDUCTOR CORPORATION | -2.1% |
|
ORMAT TECHNOLOGIES INC | -1.8% |