Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
11%
ALSO IN LIT
LIT
41
HOLDINGS
15%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus LIT)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in LIT |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.0% | 3.9% | 3.9% |
 |
SAMSUNG SDI CO LTD | 3.9% | 4.3% | 3.9% |
 |
BYD CO LTD-H | 6.0% | 3.8% | 3.8% |
|
LG ENERGY SOLUTION LTD. | 1.3% | 3.6% | 1.3% |
|
ENERSYS | 1.0% | 2.3% | 1.0% |
SMOG Overweight Relative to LIT
 |
IBERDROLA SA | 8.9% |
|
NEXTERA ENERGY GROUP | 7.9% |
 |
ENEL SPA | 7.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
FIRST SOLAR INC | 3.1% |
|
TESLA MOTORS INC | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
 |
KINGSPAN GROUP PLC | 2.3% |
SMOG Underweight Relative to LIT
 |
RIO TINTO PLC-SPON ADR | -22.1% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -7.8% |
 |
PANASONIC CORP | -6.1% |
|
TDK CORP | -5.6% |
|
ALBEMARLE CORP | -4.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -4.1% |
|
EVE ENERGY CO. LTD. CLASS A | -3.6% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.3% |
 |
PILBARA MINERALS LIMITED | -2.9% |
|
JIANGXI GANFENG LITHIUM CO., LTD. CL | -2.6% |