Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
24.1%
% of ERTH's 133 holdings also in CLMA
20.1%
% of CLMA's 159 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus CLMA)
Overlapping Holdings
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| Company | Weight in ERTH |
Weight in CLMA |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 3.7% | 1.4% | 1.4% |
 |
EDP RENOVAVEIS SA | 1.0% | 1.1% | 1.0% |
 |
XINYI SOLAR HOLDINGS LTD | 1.0% | 1.0% | 1.0% |
 |
VESTAS WIND SYSTEMS A/S | 5.1% | 0.9% | 0.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 0.9% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to CLMA
|
DIGITAL REALTY TRUST INC | 5.4% |
 |
DAIWA HOUSE INDUSTRY CO LTD | 4.3% |
|
VESTAS WIND SYSTEMS A/S | 4.2% |
|
LI AUTO, INC. CLASS A | 4.1% |
|
FIRST SOLAR INC | 3.5% |
|
TESLA MOTORS INC | 3.3% |
 |
LG ENERGY SOLUTION LTD. | 3.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.9% |
 |
KINGSPAN GROUP PLC | 2.6% |
|
ENPHASE ENERGY INC | 2.3% |
ERTH Underweight Relative to CLMA
 |
SOC QUIMICA Y MINERA CHILE-B | -1.9% |
|
BYD CO LTD-H | -1.6% |
|
QUANTA SERVICES INC | -1.2% |
|
SAMSUNG SDI CO LTD | -1.2% |
|
EDISON INTERNATIONAL | -1.1% |
|
IBERDROLA SA | -1.1% |
|
ALBEMARLE CORP | -1.1% |
|
REPUBLIC SERVICES INC | -1.1% |
|
DONG ENERGY A/S | -1.1% |
 |
OEST ELEKTRIZITATSWIRTS-A | -1.1% |