Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
66.7%
% of EBLU's 39 holdings also in CGW
63.4%
% of CGW's 41 holdings also in EBLU
Overlap by Weight
Sector Drift (EBLU minus CGW)
Overlapping Holdings
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| Company | Weight in EBLU |
Weight in CGW |
Overlap | |
|---|---|---|---|---|
 |
XYLEM INC | 7.7% | 9.0% | 7.7% |
|
AMERICAN WATER WORKS CO INC | 6.3% | 7.1% | 6.3% |
|
ECOLAB INC | 7.4% | 4.6% | 4.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | 3.8% | 5.1% | 3.8% |
|
TETRA TECH INC | 3.8% | 3.7% | 3.7% |
Position Highlights (Non-Overlapping Exposures)
EBLU Overweight Relative to CGW
 |
WOLSELEY PLC | 7.8% |
|
VERALTO CORPORATION | 5.3% |
|
SMITH (A.O.) CORP | 4.0% |
 |
VEOLIA ENVIRONNEMENT | 3.9% |
|
IDEX CORP | 3.9% |
|
ECOLAB INC | 2.8% |
|
GEBERIT AG-REG | 1.4% |
 |
JS GROUP CORP | 1.2% |
|
RINNAI CORP | 0.9% |
 |
PENNON GROUP PLC | 0.9% |
EBLU Underweight Relative to CGW
 |
ACWA POWER | -4.7% |
 |
CIA SANEAMENTO BASICO DE-ADR | -4.7% |
|
UNITED UTILITIES GROUP PLC | -2.5% |
|
SEVERN TRENT PLC | -2.4% |
|
AMERICAN STATES WATER CO | -2.0% |
|
XYLEM INC | -1.4% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.3% |
 |
WIENERBERGER AG | -1.2% |
|
VALMONT INDUSTRIES | -1.1% |
|
BELIMO HOLDING AG | -1.1% |