Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
23.2%
% of SMOG's 65 holdings also in BATT
27.7%
% of BATT's 47 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 | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 6.5% | 7.0% | 6.5% |
 |
TESLA MOTORS INC | 8.2% | 3.9% | 3.9% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% | 2.0% | 2.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% | 1.8% | 1.8% |
 |
SAMSUNG SDI CO LTD | 1.8% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to BATT
 |
IBERDROLA SA | 8.6% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.5% |
|
TESLA MOTORS INC | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% |
|
FIRST SOLAR INC | 3.0% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
|
DONG ENERGY A/S | 2.5% |
SMOG Underweight Relative to BATT
 |
BHP BILLITON LTD | -7.3% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -6.8% |
|
FREEPORT-MCMORAN COPPER | -4.5% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -3.9% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -3.6% |
 |
TDK CORP | -2.6% |
|
LG ENERGY SOLUTION LTD. | -2.1% |
|
MP MATERIALS CORP CLASS A | -1.9% |
 |
FIRST QUANTUM MINERALS LTD | -1.9% |
 |
ANTOFAGASTA PLC | -1.9% |