Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
19%
ALSO IN BATT
BATT
46
HOLDINGS
22%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus BATT)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in BATT |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.8% | 9.1% | 8.8% |
 |
BYD CO LTD-H | 5.2% | 4.8% | 4.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.7% | 4.1% | 4.1% |
 |
SAMSUNG SDI CO LTD | 4.0% | 2.6% | 2.6% |
|
LG ENERGY SOLUTION LTD. | 1.9% | 2.1% | 1.9% |
SMOG Overweight Relative to BATT
 |
IBERDROLA SA | 9.5% |
|
NEXTERA ENERGY GROUP | 7.5% |
 |
ENEL SPA | 7.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
AXIA ENERGIA | 3.9% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
FIRST SOLAR INC | 2.7% |
|
ORSTED | 2.0% |
 |
NIBE INDUSTRIER AB CLASS B | 1.6% |
|
CONTEMPORARY AMPEREX TECHN-H | 1.6% |
SMOG Underweight Relative to BATT
 |
BHP BILLITON LTD | -7.3% |
|
FREEPORT-MCMORAN COPPER | -6.6% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -4.9% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -3.7% |
 |
TDK CORP | -2.8% |
 |
TECK RESOURCES LTD-CLS B | -2.7% |
|
FIRST QUANTUM MINERALS LTD | -1.9% |
|
SHOWA DENKO K K | -1.8% |
|
SOUTH32 LTD | -1.8% |
|
SUMITOMO METAL MINING CO LTD | -1.7% |