Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

VEOAX vs SMOG

Shared holdings
3
VEOAX covered by SMOG
12.84%
SMOG covered by VEOAX
12.84%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

VEOAX (Jan. 31, 2026)

SecurityWeight
TSMC6.67%
NEXTERA ENERGY INC5.88%
INFINEON TECH4.98%
IBERDROLA SA4.86%
NOVOZYMES-B SHS4.66%
Receive CONTEMPORARY A-A Pay Overnight Rate -14.52%
TE CONNECTIVITY4.41%
SCHNEIDER ELECTR4.21%
TETRA TECH INC4.08%
ATLAS COPCO-A4.06%
AUTODESK INC3.80%
CANADIAN PACIFIC KANSAS CITY LTD3.77%
POWER GRID CORP3.53%
AECOM3.47%
WEG SA3.10%
YADEA GROUP HOLD3.10%
SPIRAX-SARCO ENG3.09%
AGCO CORP2.98%
SHIMADZU CORP2.79%
VALMONT INDUSTRIES INC2.70%
HONGFA TECHNOL-A2.59%
WASTE MANAGEMENT INC2.56%
CRODA INTL.2.51%
TRIMBLE INC2.15%
VESTAS WIND SYST2.11%
XIAMEN FARATRO-A1.66%
Vanguard Market Liquidity Fund1.66%
TRANE TECHNOLOGI1.60%
VOLTRONIC POWER1.55%
SILERGY0.91%
IBERDROLA SA - INT (JAN 2026)0.07%

SMOG (March 31, 2026)

SecurityWeight
NEXTERA ENERGY INC7.94%
TESLA INC7.14%
IBERDROLA SA7.04%
BYD COMPANY LTD H6.41%
ENEL SPA6.34%
VESTAS WIND SYST5.09%
BLOOM ENERGY CORP CL A4.58%
SAMSUNG SDI CO3.36%
FIRST SOLAR INC2.99%
ELETROBRAS-ADR2.84%
RIVIAN AUTOMOTIVE INC2.38%
NEXTRACKER INC CL A2.33%
State Street Navigator Securities Lending Portfolio II2.24%
NIO Inc. SPON ADS EACH REP 1 ORD SHS2.17%
ORSTED A/S2.15%
KINGSPAN GROUP2.11%
LI AUTO INC ADR2.00%
XPeng Inc. ADS1.79%
CONTEMPORARY A-H1.57%
Receive LG ENERGY SOLUTI Pay Overnight Rate -2.251.45%
NIBE INDUSTRIE-B1.32%
NORDEX SE1.27%
OWENS CORNING INC1.23%
ACCIONA SA1.22%
ECOPRO BM CO LTD1.21%
TOPBUILD CORP1.02%
ORMAT TECHNOLOGIES INC0.96%
Companhia Paranaense de Energia - COPEL ADR0.96%
BROOKFIELD RENEW0.95%
EDP RENOVAVEIS S0.92%
ENERSYS INC0.92%
CONTACT ENERGY0.79%
NORTHLAND POWER0.77%
MERIDIAN ENERGY0.77%
HORIBA LTD0.74%
ENPHASE ENERGY INC0.69%
INSTALLED BUILDING PRODUCTS INC0.67%
JOHNSON MATTHEY PLC COMMON STOCK0.65%
Companhia Energetica De Minas Gerais SA SPN ADR REP 1 PRF (LVL 2)0.63%
DRAX GROUP PLC0.58%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC0.57%
QUANTUMSCAPE CORP A0.56%
HANWHA SOLUTIONS0.53%
GCL TECHNOLOGY H0.49%
TRANSALTA CORP0.48%
MERCURY NZ LTD0.47%
VERBUND AG0.46%
ROCKWOOL A/S-B0.46%
ZHEJIANG LEAPMOT0.42%
SUNRUN INC0.41%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.