Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
43.3%
% of SOLR's 33 holdings also in SMOG
21.3%
% of SMOG's 66 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus SMOG)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.3% | 7.1% | 4.3% |
 |
FIRST SOLAR INC | 4.3% | 3.9% | 3.9% |
|
NEXTERA ENERGY GROUP | 3.9% | 7.7% | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 3.5% | 3.2% |
|
DONG ENERGY A/S | 2.1% | 2.8% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to SMOG
 |
TRANE TECHNOLOGIES PLC | 6.6% |
|
EATON CORP PLC | 6.2% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 4.9% |
|
HUBBELL INCORPORATED CLASS B | 4.6% |
|
LEGRAND SA | 4.0% |
 |
INFINEON TECHNOLOGIES AG | 3.4% |
|
ON SEMICONDUCTOR CORPORATION | 3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 3.1% |
|
APTIV PLC | 2.4% |
SOLR Underweight Relative to SMOG
|
TESLA MOTORS INC | -11.8% |
 |
BYD CO LTD-H | -6.9% |
 |
ENEL SPA | -6.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.9% |
|
NEXTERA ENERGY GROUP | -3.8% |
|
OWENS CORNING | -3.5% |
|
IBERDROLA SA | -2.7% |
|
KINGSPAN GROUP PLC | -2.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.2% |
|
RIVIAN AUTOMOTIVE INC-A | -2.1% |