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
15%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SMOG
66
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 | 4.2% | 4.7% | 4.2% |
 |
TESLA MOTORS INC | 7.2% | 4.1% | 4.1% |
 |
BYD CO LTD-H | 5.2% | 3.2% | 3.2% |
|
LG ENERGY SOLUTION LTD. | 1.3% | 3.6% | 1.3% |
|
ENERSYS | 1.2% | 2.4% | 1.2% |
SMOG Overweight Relative to LIT
|
BLOOM ENERGY CORPORATION CLASS A | 8.6% |
|
NEXTERA ENERGY GROUP | 7.0% |
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
|
FIRST SOLAR INC | 4.1% |
|
TESLA MOTORS INC | 3.1% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.8% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.4% |
SMOG Underweight Relative to LIT
 |
RIO TINTO PLC-SPON ADR | -20.7% |
 |
TDK CORP | -6.6% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -5.3% |
|
ALBEMARLE CORP | -5.2% |
|
PANASONIC CORP | -5.1% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -3.7% |
 |
PILBARA MINERALS LIMITED | -3.5% |
|
EVE ENERGY CO. LTD. CLASS A | -3.3% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.1% |
|
JIANGXI GANFENG LITHIUM CO., LTD. CL | -2.9% |