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
29%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
EFRA
79
HOLDINGS
31%
ALSO IN EBLU
EBLU
45
HOLDINGS
53%
ALSO IN EFRA
SECTOR DRIFT (EFRA minus EBLU)
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 EFRA |
Weight in EBLU |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN WATER WORKS CO INC | 5.5% | 3.6% | 3.6% |
 |
VEOLIA ENVIRONNEMENT | 6.4% | 3.5% | 3.5% |
|
ESSENTIAL UTILITIES, INC. | 3.0% | 3.2% | 3.0% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.9% | 4.1% | 2.9% |
 |
STANTEC INC | 2.7% | 7.2% | 2.7% |
EFRA Overweight Relative to EBLU
|
WABTEC CORP | 6.4% |
 |
SMURFIT WESTROCK PLC | 5.6% |
|
XYLEM INC | 5.5% |
|
VERALTO CORPORATION | 5.3% |
 |
CIA SANEAMENTO BASICO DE SP | 4.4% |
|
CLEAN HARBORS INC | 4.2% |
|
VEOLIA ENVIRONNEMENT | 2.9% |
 |
PENTAIR PLC | 2.7% |
|
UNITED UTILITIES GROUP PLC | 2.0% |
 |
NGK INSULATORS LTD | 1.9% |
EFRA Underweight Relative to EBLU
 |
FISCHER (GEORG)-REG | -6.5% |
|
STANTEC INC | -4.4% |
 |
GUANGDONG INVESTMENT LTD | -4.4% |
|
ENERGY RECOVERY INC | -4.3% |
|
SMITH (A.O.) CORP | -4.2% |
|
ECOLAB INC | -4.0% |
|
GEBERIT AG-REG | -3.9% |
|
ARIS WATER SOLUTIONS, INC. CLASS A | -3.9% |
|
FORTUNE BRANDS HOME & SECURI | -3.6% |
|
BADGER METER INC | -3.0% |