Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SMOG vs ERTH
Shared holdings
14
SMOG covered by ERTH
22.36%
ERTH covered by SMOG
22.36%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SMOG (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NEXTERA ENERGY INC | 7.94% | |
| TESLA INC | 7.14% | |
| IBERDROLA SA | 7.04% | |
| BYD COMPANY LTD H | 6.41% | |
| ENEL SPA | 6.34% | |
| VESTAS WIND SYST | 5.09% | |
| BLOOM ENERGY CORP CL A | 4.58% | |
| SAMSUNG SDI CO | 3.36% | |
| FIRST SOLAR INC | 2.99% | |
| ELETROBRAS-ADR | 2.84% | |
| RIVIAN AUTOMOTIVE INC | 2.38% | |
| NEXTRACKER INC CL A | 2.33% | |
| State Street Navigator Securities Lending Portfolio II | 2.24% | |
| NIO Inc. SPON ADS EACH REP 1 ORD SHS | 2.17% | |
| ORSTED A/S | 2.15% | |
| KINGSPAN GROUP | 2.11% | |
| LI AUTO INC ADR | 2.00% | |
| XPeng Inc. ADS | 1.79% | |
| CONTEMPORARY A-H | 1.57% | |
| Receive LG ENERGY SOLUTI Pay Overnight Rate -2.25 | 1.45% | |
| NIBE INDUSTRIE-B | 1.32% | |
| NORDEX SE | 1.27% | |
| OWENS CORNING INC | 1.23% | |
| ACCIONA SA | 1.22% | |
| ECOPRO BM CO LTD | 1.21% | |
| TOPBUILD CORP | 1.02% | |
| ORMAT TECHNOLOGIES INC | 0.96% | |
| Companhia Paranaense de Energia - COPEL ADR | 0.96% | |
| BROOKFIELD RENEW | 0.95% | |
| EDP RENOVAVEIS S | 0.92% | |
| ENERSYS INC | 0.92% | |
| CONTACT ENERGY | 0.79% | |
| NORTHLAND POWER | 0.77% | |
| MERIDIAN ENERGY | 0.77% | |
| HORIBA LTD | 0.74% | |
| ENPHASE ENERGY INC | 0.69% | |
| INSTALLED BUILDING PRODUCTS INC | 0.67% | |
| JOHNSON MATTHEY PLC COMMON STOCK | 0.65% | |
| Companhia Energetica De Minas Gerais SA SPN ADR REP 1 PRF (LVL 2) | 0.63% | |
| DRAX GROUP PLC | 0.58% | |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.57% | |
| QUANTUMSCAPE CORP A | 0.56% | |
| HANWHA SOLUTIONS | 0.53% | |
| GCL TECHNOLOGY H | 0.49% | |
| TRANSALTA CORP | 0.48% | |
| MERCURY NZ LTD | 0.47% | |
| VERBUND AG | 0.46% | |
| ROCKWOOL A/S-B | 0.46% | |
| ZHEJIANG LEAPMOT | 0.42% | |
| SUNRUN INC | 0.41% |
ERTH (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Invesco Private Prime Fund | 8.96% | |
| VESTAS WIND SYST | 4.54% | |
| DIGITAL REALTY TRUST INC | 4.51% | |
| TESLA INC | 4.45% | |
| NVIDIA CORP | 4.39% | |
| COMMON STOCK | 4.29% | |
| Invesco Private Government Fund | 3.45% | |
| FIRST SOLAR INC | 3.39% | |
| NEXTRACKER INC CL A | 2.56% | |
| UNIBAIL-RODAMCO- | 2.00% | |
| KINGSPAN GROUP | 1.98% | |
| P-Note Contemp Amp | 1.97% | |
| LG Energy Solution Ltd. KRW500 | 1.90% | |
| RIVIAN AUTOMOTIVE INC | 1.71% | |
| CAPITALAND INTEG | 1.69% | |
| XPENG INC - CLASS A SHARES /HKD/ 0.00000000 | 1.66% | |
| ADVANCED DRAINAGE SYSTEMS INC | 1.66% | |
| CFD_EQS GOLDUS33 B0DJ8Q5 | 1.64% | |
| LI AUTO INC-CLASS A /HKD/ 0.00000000 | 1.54% | |
| NIO INC-CLASS A | 1.30% | |
| Klepierre SA EUR1.40 | 1.23% | |
| ENLIGHT RENEWABLE ENERGY LTD /ILS/ 0.00000000 | 1.10% | |
| NIPPON BUILDING | 1.07% | |
| DARLING INGREDIENTS INC | 1.06% | |
| ORMAT TECHNOLOGIES INC | 1.06% | |
| MTR CORPORATION LTD | 1.01% | |
| SUZANO SA | 0.96% | |
| GDS HOLDING-CL A | 0.92% | |
| MERLIN PROPS. SOCIMI SA | 0.87% | |
| HENDERSON LAND D | 0.85% | |
| Japan Retail Fund Investment Corporation | 0.84% | |
| BERKELEY GRP. HLDGS. PLC | 0.80% | |
| Suzlon Energy Ltd. INR2.00 | 0.79% | |
| Nordex SE NPV | 0.77% | |
| VORNADO RLTY TST | 0.77% | |
| Tritax Big Box REIT PLC ORD GBP0.01 | 0.75% | |
| MERITAGE HOMES CORP | 0.73% | |
| CONTEMPORARY A-H | 0.72% | |
| ENPHASE ENERGY INC | 0.71% | |
| EDP RENOVAVEIS S | 0.71% | |
| SUNRUN INC | 0.65% | |
| BADGER METER INC | 0.64% | |
| BYD Co. Ltd., A Shares | 0.63% | |
| GECINA SA | 0.63% | |
| COUSINS PROPERTIES INC | 0.62% | |
| SALMAR ASA NOK0.25 | 0.60% | |
| Embassy Office Parks REIT NPV (REIT) | 0.59% | |
| Nippon Prologis Reit Inc REIT | 0.58% | |
| KB HOME | 0.55% | |
| WEST FRASER TIMB | 0.54% |
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