Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
48.7%
% of EBLU's 39 holdings also in EFRA
38.0%
% of EFRA's 54 holdings also in EBLU
Overlap by Weight
Sector Drift (EBLU minus EFRA)
Overlapping Holdings
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| Company | Weight in EBLU |
Weight in EFRA |
Overlap | |
|---|---|---|---|---|
 |
XYLEM INC | 7.7% | 6.1% | 6.1% |
|
AMERICAN WATER WORKS CO INC | 6.3% | 6.1% | 6.1% |
 |
PENTAIR PLC | 4.0% | 5.3% | 4.0% |
 |
VEOLIA ENVIRONNEMENT | 3.9% | 5.8% | 3.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | 3.8% | 4.3% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
EBLU Overweight Relative to EFRA
 |
WOLSELEY PLC | 7.8% |
|
ECOLAB INC | 7.4% |
|
VERALTO CORPORATION | 5.3% |
|
GEBERIT AG-REG | 4.9% |
|
SMITH (A.O.) CORP | 4.0% |
|
IDEX CORP | 3.9% |
|
CORE & MAIN, INC. CLASS A | 3.5% |
|
SEVERN TRENT PLC | 3.2% |
|
ZURN WATER SOLUTIONS CORPORATION | 1.7% |
|
XYLEM INC | 1.5% |
EBLU Underweight Relative to EFRA
|
WABTEC CORP | -6.2% |
 |
SMURFIT KAPPA GROUP PLC | -4.6% |
|
INTERTEK GROUP PLC | -4.0% |
|
CLEAN HARBORS INC | -4.0% |
 |
SHIMADZU CORP | -2.9% |
|
DS SMITH PLC | -2.7% |
 |
CIA SANEAMENTO BASICO DE SP | -2.2% |
|
VEOLIA ENVIRONNEMENT | -1.9% |
 |
UMICORE | -1.9% |
|
STERICYCLE INC | -1.9% |