Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SETM vs BATT
Shared holdings
18
SETM covered by BATT
24.89%
BATT covered by SETM
24.89%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SETM (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NAC KAZATOMPROM JSC GDR RGS | 5.55% | |
| ALBEMARLE CORP | 5.44% | |
| LYNAS RARE EARTH | 5.43% | |
| FREEPORT MCMORAN INC | 5.38% | |
| PLS GROUP LTD | 5.24% | |
| CAMECO CORP | 4.83% | |
| FIRST MAJESTIC S | 4.12% | |
| URANIUM ENERGY CORP | 3.55% | |
| MP MATERIALS CORP | 3.07% | |
| TECK RESOURCES-B | 2.73% | |
| PALADIN ENERGY L | 2.66% | |
| LUNDIN MINING CORP | 2.61% | |
| NEXGEN ENERGY LT | 2.47% | |
| ANTOFAGASTA PLC | 2.45% | |
| DENISON MINES CO | 2.31% | |
| IGO LTD | 2.28% | |
| FIRST QUANTUM | 2.14% | |
| Southern Copper Corporation COM USD0.01 | 2.07% | |
| LIONTOWN RESOURC | 1.91% | |
| GANFENG LITHIU-H | 1.67% | |
| ENERGY FUELS INC | 1.60% | |
| ILUKA RESOURCES | 1.56% | |
| AYA GOLD & SILVE | 1.42% | |
| CGN MINING | 1.25% | |
| KGHM | 1.24% | |
| SILVERCORP METAL | 1.05% | |
| ENDEAVOUR SILVER | 1.04% | |
| Compania de Minas Buenaventura S.A.A. SPONSORED ADR | 0.95% | |
| CAPSTONE COPPER | 0.87% | |
| HUDBAY MINERALS | 0.85% | |
| Lindian Resources, Ltd. | 0.74% | |
| ELEVRA LITHIUM L | 0.72% | |
| SIGMA LITHIUM CORP COMMON STOCK | 0.63% | |
| ANEKA TAMBANG TB | 0.60% | |
| Merdeka Battery Materials Tbk. PT | 0.59% | |
| ARAFURA RARE EAR | 0.58% | |
| AVINO SILVER GOLD MINES LTD | 0.54% | |
| NICKEL INDUSTRIE | 0.53% | |
| AMERICAS GOLD AN | 0.52% | |
| MMG | 0.52% | |
| NIOCORP DEVELOPM | 0.51% | |
| IVANHOE MINES LTD | 0.50% | |
| VALE INDONESIA T | 0.48% | |
| TIANQI LITHIUM C | 0.48% | |
| AbraSilver Resource Corp. | 0.47% | |
| SUNRISE ENERGY METALS LTD | 0.44% | |
| LITHIUM AMERICAS | 0.42% | |
| VIZSLA SILVER CO | 0.40% | |
| UR-ENERGY INC | 0.39% | |
| LITHIUM ARGENTINA AG | 0.35% |
BATT (March 31, 2026)
| Security | Weight | |
|---|---|---|
| P-Note Contemp Amp | 7.96% | |
| BHP GROUP LTD | 6.83% | |
| TESLA INC | 6.60% | |
| BYD COMPANY LTD H | 6.42% | |
| FREEPORT MCMORAN INC | 5.20% | |
| Grupo Mexico S.A. de C.V. (Series B) | 2.61% | |
| BLOOM ENERGY CORP CL A | 2.43% | |
| TECK RESOURCES-B | 2.18% | |
| ALBEMARLE CORP | 2.15% | |
| TDK CORP | 2.13% | |
| GANFENG LITHIU-H | 2.04% | |
| LUNDIN MINING CORP | 1.92% | |
| NIO Inc. SPON ADS EACH REP 1 ORD SHS | 1.89% | |
| SAMSUNG SDI CO | 1.84% | |
| GUANGZHOU TINC-A | 1.80% | |
| PLS GROUP LTD | 1.77% | |
| FIRST QUANTUM | 1.72% | |
| Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B') | 1.72% | |
| RIVIAN AUTOMOTIVE INC | 1.67% | |
| SUMITOMO MET MIN | 1.65% | |
| RESONAC HOLDINGS | 1.65% | |
| ANTOFAGASTA PLC | 1.63% | |
| SOUTH32 LTD-DI | 1.58% | |
| Receive LG ENERGY SOLUTI Pay Overnight Rate -2.25 | 1.56% | |
| LI AUTO INC-A | 1.56% | |
| ZHEJIANG HUAYO-A | 1.50% | |
| XIAMEN TUNGSTE-A | 1.40% | |
| ZHEJIANG LEAPMOT | 1.40% | |
| TIANQI LITHIUM C | 1.35% | |
| YADEA GROUP HOLD | 1.32% | |
| MINERAL RESOURCE | 1.31% | |
| ENERSYS INC | 1.29% | |
| HUDBAY MINERALS | 1.25% | |
| JIANGXI COPPER-A | 1.22% | |
| VINFAST TRADING and INVESTMENT PTE LTD | 1.21% | |
| ECOPRO BM CO LTD | 1.17% | |
| MP MATERIALS CORP | 1.17% | |
| Merdeka Battery Materials Tbk. PT | 1.15% | |
| FRST AM-GV OB-X | 1.12% | |
| IGO LTD | 1.09% | |
| Sandfire Resources Ltd | 1.08% | |
| WESTERN MINING-A | 1.07% | |
| CNGR Advanced Material Co Ltd | 1.06% | |
| UMICORE | 1.00% | |
| CAPSTONE COPPER | 0.93% | |
| QUANTUMSCAPE CORP A | 0.92% | |
| MMG | 0.89% | |
| BAIYIN NONFERR-A | 0.88% | |
| VALE INDONESIA T | 0.87% | |
| CHINA NONFERROUS | 0.84% |
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