Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
8.9%
% of SMOG's 65 holdings also in LIT
13.2%
% of LIT's 39 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus LIT)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in LIT |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 6.5% | 6.8% | 6.5% |
 |
TESLA MOTORS INC | 8.2% | 5.5% | 5.5% |
 |
SAMSUNG SDI CO LTD | 1.8% | 2.6% | 1.8% |
|
LUCID GROUP, INC. | 0.9% | 2.1% | 0.9% |
|
ENERSYS | 0.7% | 3.3% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to LIT
 |
IBERDROLA SA | 8.6% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
|
FIRST SOLAR INC | 3.0% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
SMOG Underweight Relative to LIT
|
ALBEMARLE CORP | -6.3% |
 |
PANASONIC CORP | -6.2% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -6.2% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -5.1% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -4.8% |
|
EVE ENERGY CO. LTD. CLASS A | -4.6% |
|
JIANGXI GANFENG LITHIUM CO., LTD. CL | -4.5% |
|
LG ENERGY SOLUTION LTD. | -4.2% |
|
TDK CORP | -4.1% |
|
TIANQI LITHIUM INDUSTRIES, INC. CLAS | -3.8% |