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
24%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
64
HOLDINGS
20%
ALSO IN BATT
BATT
48
HOLDINGS
23%
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 | 6.5% | 6.5% | 6.5% |
 |
BYD CO LTD-H | 5.3% | 5.2% | 5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.2% | 2.5% | 2.5% |
 |
SAMSUNG SDI CO LTD | 3.7% | 2.0% | 2.0% |
|
LG ENERGY SOLUTION LTD. | 2.4% | 1.6% | 1.6% |
SMOG Overweight Relative to BATT
|
NEXTERA ENERGY GROUP | 8.5% |
 |
IBERDROLA SA | 7.4% |
 |
ENEL SPA | 7.1% |
 |
VESTAS WIND SYSTEMS A/S | 4.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.9% |
|
FIRST SOLAR INC | 2.5% |
 |
KINGSPAN GROUP PLC | 2.5% |
|
ORSTED | 2.1% |
|
NEXTRACKER, INC. CLASS A | 2.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | 1.9% |
SMOG Underweight Relative to BATT
 |
BHP BILLITON LTD | -7.4% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -6.2% |
|
FREEPORT-MCMORAN COPPER | -5.5% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -2.8% |
 |
TDK CORP | -2.4% |
 |
TECK RESOURCES LTD-CLS B | -2.2% |
|
LUNDIN MINING CORP | -2.2% |
|
SUMITOMO METAL MINING CO LTD | -2.2% |
|
FIRST QUANTUM MINERALS LTD | -2.0% |
 |
ANTOFAGASTA PLC | -1.9% |