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
10
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
17%
ALSO IN BATT
BATT
48
HOLDINGS
21%
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 | 7.7% | 7.0% | 7.0% |
 |
BYD CO LTD-H | 5.0% | 4.8% | 4.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% | 4.2% | 4.2% |
 |
SAMSUNG SDI CO LTD | 5.1% | 2.1% | 2.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% | 1.6% | 1.6% |
SMOG Overweight Relative to BATT
|
NEXTERA ENERGY GROUP | 6.8% |
 |
IBERDROLA SA | 6.5% |
 |
ENEL SPA | 6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.6% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
|
FIRST SOLAR INC | 4.3% |
|
SAMSUNG SDI CO LTD | 3.0% |
|
NEXTRACKER, INC. CLASS A | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.4% |
 |
KINGSPAN GROUP PLC | 2.1% |
SMOG Underweight Relative to BATT
 |
BHP BILLITON LTD | -7.1% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -6.5% |
|
FREEPORT-MCMORAN COPPER | -5.1% |
 |
TDK CORP | -3.5% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -2.7% |
 |
TECK RESOURCES LTD-CLS B | -2.4% |
|
SHOWA DENKO K K | -2.2% |
|
FIRST QUANTUM MINERALS LTD | -2.1% |
|
LUNDIN MINING CORP | -2.0% |
|
SOUTH32 LTD | -1.8% |