Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
NRJC.L
87
HOLDINGS
17%
ALSO IN LITU.L
LITU.L
41
HOLDINGS
36%
ALSO IN NRJC.L
SECTOR DRIFT (NRJC.L minus LITU.L)
OVERLAPPING HOLDINGS
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| Company | Weight in NRJC.L |
Weight in LITU.L |
Overlap | |
|---|---|---|---|---|
 |
ALBEMARLE CORP | 2.5% | 7.6% | 2.5% |
 |
SAMSUNG SDI CO LTD | 1.8% | 4.7% | 1.8% |
|
LG ENERGY SOLUTION LTD. | 1.5% | 2.6% | 1.5% |
 |
CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD. CLASS A | 1.4% | 3.7% | 1.4% |
 |
PILBARA MINERALS LIMITED | 1.3% | 4.3% | 1.3% |
NRJC.L Overweight Relative to LITU.L
 |
SIEMENS ENERGY AG | 9.1% |
|
GE VERONA | 7.9% |
 |
IBERDROLA SA | 7.3% |
 |
SCHNEIDER ELECTRIC SA | 6.8% |
|
NEXTERA ENERGY GROUP | 6.8% |
|
EXELON CORP | 5.0% |
 |
MURATA MANUFACTURING CO LTD | 3.8% |
|
P G & E CORP | 3.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% |
NRJC.L Underweight Relative to LITU.L
 |
RIO TINTO PLC-SPON ADR | -15.7% |
|
ALBEMARLE CORP | -5.1% |
|
PANASONIC CORP | -4.4% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -4.3% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -3.8% |
|
JIANGXI GANFENG LITHIUM CO., LTD. CL | -3.7% |
|
GUANGZHOU TINCI MATERIALS TECHNOLOGY | -3.2% |
|
PILBARA MINERALS LIMITED | -3.1% |
|
TIANQI LITHIUM INDUSTRIES, INC. CLAS | -3.0% |
|
BYD CO LTD-H | -3.0% |