Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
22.4%
% of SMOG's 73 holdings also in BATT
20.0%
% of BATT's 76 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus BATT)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in BATT |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.1% | 5.3% | 5.3% |
 |
BYD CO LTD-H | 5.5% | 5.2% | 5.2% |
 |
SAMSUNG SDI CO LTD | 3.6% | 2.0% | 2.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.1% | 1.9% | 1.9% |
 |
JOHNSON MATTHEY PLC | 0.8% | 0.9% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to BATT
|
NEXTERA ENERGY GROUP | 9.8% |
 |
IBERDROLA SA | 7.6% |
 |
ENEL SPA | 6.6% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% |
|
FIRST SOLAR INC | 3.5% |
|
ENPHASE ENERGY INC | 3.0% |
|
OWENS CORNING | 2.9% |
|
DONG ENERGY A/S | 2.8% |
 |
KINGSPAN GROUP PLC | 2.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.2% |
SMOG Underweight Relative to BATT
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -8.3% |
 |
BHP BILLITON LTD-SPON ADR | -6.6% |
 |
GLENCORE INTERNATIONAL PLC | -5.6% |
|
LG ENERGY SOLUTION LTD. | -4.8% |
|
CHINA MOLYBDENUM CO LTD-H | -2.9% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -2.2% |
 |
PANASONIC CORP | -2.0% |
|
NEC CORP | -1.9% |
|
ECOPRO BM CO., LTD. | -1.7% |
|
TDK CORP | -1.7% |