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
17%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
12%
ALSO IN LIT
LIT
41
HOLDINGS
18%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus LIT)
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 LIT |
Overlap | |
|---|---|---|---|---|
 |
SAMSUNG SDI CO LTD | 5.2% | 5.3% | 5.2% |
 |
TESLA MOTORS INC | 7.6% | 4.1% | 4.1% |
 |
BYD CO LTD-H | 5.5% | 3.3% | 3.3% |
|
LG ENERGY SOLUTION LTD. | 1.6% | 4.0% | 1.6% |
|
ECOPRO BM CO., LTD. | 1.4% | 2.2% | 1.4% |
SMOG Overweight Relative to LIT
|
BLOOM ENERGY CORPORATION CLASS A | 8.1% |
|
NEXTERA ENERGY GROUP | 7.3% |
 |
IBERDROLA SA | 6.5% |
 |
ENEL SPA | 6.1% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
TESLA MOTORS INC | 3.5% |
|
FIRST SOLAR INC | 3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.2% |
|
BYD CO LTD-H | 2.2% |
SMOG Underweight Relative to LIT
 |
RIO TINTO PLC-SPON ADR | -19.6% |
|
ALBEMARLE CORP | -6.2% |
 |
TDK CORP | -4.3% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -4.3% |
|
PANASONIC CORP | -4.2% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -3.6% |
|
EVE ENERGY CO. LTD. CLASS A | -3.6% |
 |
PILBARA MINERALS LIMITED | -3.4% |
|
JIANGXI GANFENG LITHIUM CO., LTD. CL | -3.4% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.4% |