Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

14
Number of overlapping holdings
29.8%
% of BATT's 47 holdings also in SMOG
25.0%
% of SMOG's 63 holdings also in BATT
Overlap by Weight
Sector Drift (BATT minus SMOG)
Overlapping Holdings
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Company | Weight in BATT |
Weight in SMOG |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 5.4% | 9.8% | 5.4% | |
BYD CO LTD-H | 4.7% | 6.1% | 4.7% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 1.9% | 3.5% | 1.9% | |
SAMSUNG SDI CO LTD | 1.7% | 1.8% | 1.7% | |
XPENG, INC. ADR SPONSORED CLASS A | 1.3% | 3.4% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
BATT Overweight Relative to SMOG
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 6.6% | |
BHP BILLITON LTD | 6.4% | |
FREEPORT-MCMORAN COPPER | 5.1% | |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | 3.5% | |
BEIJING SEVENSTAR ELECTRONICS CO., L | 2.9% | |
TECK RESOURCES LTD-CLS B | 2.5% | |
TDK CORP | 2.4% | |
FIRST QUANTUM MINERALS LTD | 2.0% | |
LUNDIN MINING CORP | 1.8% | |
UMICORE | 1.8% |
BATT Underweight Relative to SMOG
IBERDROLA SA | -8.1% | |
NEXTERA ENERGY GROUP | -7.6% | |
ENEL SPA | -7.3% | |
TESLA MOTORS INC | -4.3% | |
VESTAS WIND SYSTEMS A/S | -4.1% | |
FIRST SOLAR INC | -3.6% | |
KINGSPAN GROUP PLC | -2.8% | |
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% | |
OWENS CORNING | -2.4% | |
DONG ENERGY A/S | -2.2% |