Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
19%
ALSO IN BATT
BATT
48
HOLDINGS
23%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus BATT)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMOG |
Weight in BATT |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 6.1% | 6.0% | 6.0% |
 |
TESLA MOTORS INC | 6.5% | 5.8% | 5.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.5% | 2.8% | 2.8% |
 |
SAMSUNG SDI CO LTD | 3.8% | 2.1% | 2.1% |
|
NIO INC. SPONSORED ADR CLASS A | 2.3% | 1.9% | 1.9% |
SMOG Overweight Relative to BATT
|
NEXTERA ENERGY GROUP | 7.8% |
 |
IBERDROLA SA | 7.2% |
 |
ENEL SPA | 6.6% |
 |
VESTAS WIND SYSTEMS A/S | 5.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.2% |
|
FIRST SOLAR INC | 3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.2% |
|
ORSTED | 2.2% |
 |
KINGSPAN GROUP PLC | 2.2% |
SMOG Underweight Relative to BATT
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -7.8% |
 |
BHP BILLITON LTD | -7.0% |
|
FREEPORT-MCMORAN COPPER | -5.6% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -2.7% |
 |
TDK CORP | -2.3% |
 |
TECK RESOURCES LTD-CLS B | -2.2% |
|
SHOWA DENKO K K | -2.1% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -2.1% |
|
LUNDIN MINING CORP | -2.0% |
|
ALBEMARLE CORP | -1.9% |