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
16
Number of overlapping holdings
26.2%
% of SMOG's 66 holdings also in BATT
22.2%
% of BATT's 73 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus BATT)
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 BATT |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 11.8% | 5.7% | 5.7% |
 |
BYD CO LTD-H | 6.9% | 4.8% | 4.8% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.9% | 1.5% | 1.5% |
 |
SAMSUNG SDI CO LTD | 2.6% | 1.4% | 1.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.2% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to BATT
|
NEXTERA ENERGY GROUP | 7.7% |
 |
IBERDROLA SA | 7.1% |
 |
ENEL SPA | 6.3% |
|
TESLA MOTORS INC | 6.1% |
|
FIRST SOLAR INC | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% |
|
OWENS CORNING | 3.5% |
|
DONG ENERGY A/S | 2.8% |
 |
KINGSPAN GROUP PLC | 2.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.3% |
SMOG Underweight Relative to BATT
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -7.3% |
 |
BHP BILLITON LTD | -6.7% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -2.9% |
 |
TDK CORP | -2.5% |
|
ALBEMARLE CORP | -1.7% |
|
LG ENERGY SOLUTION LTD. | -1.6% |
 |
SOUTH32 LTD | -1.5% |
 |
FIRST QUANTUM MINERALS LTD | -1.3% |
|
LUNDIN MINING CORP | -1.2% |
|
PILBARA MINERALS LIMITED | -1.2% |