Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

11
Number of overlapping holdings
9.0%
% of ERTH's 125 holdings also in ETEC
26.8%
% of ETEC's 50 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus ETEC)
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 ERTH |
Weight in ETEC |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 4.0% | 3.1% | 3.1% | |
VESTAS WIND SYSTEMS A/S | 3.3% | 3.0% | 3.0% | |
TESLA MOTORS INC | 6.4% | 2.8% | 2.8% | |
XPENG, INC. CLASS A | 2.2% | 2.3% | 2.2% | |
LI AUTO, INC. CLASS A | 3.4% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to ETEC
DIGITAL REALTY TRUST INC | 4.8% | |
DAIWA HOUSE INDUSTRY CO LTD | 4.4% | |
NVIDIA CORP | 4.3% | |
TESLA MOTORS INC | 3.6% | |
LG ENERGY SOLUTION LTD. | 2.7% | |
KINGSPAN GROUP PLC | 2.6% | |
ADVANCED DRAINAGE SYSTEMS INC | 2.1% | |
CAPITAMALL TRUST | 2.0% | |
SUZANO PAPEL E CELULOSE SA | 1.8% | |
NEXTRACKER, INC. CLASS A | 1.7% |
ERTH Underweight Relative to ETEC
YASKAWA ELECTRIC CORP | -6.5% | |
KURITA WATER INDUSTRIES LTD | -5.7% | |
UNIVERSAL DISPLAY CORP | -5.6% | |
BORGWARNER INC | -5.5% | |
ALLEGRO MICROSYSTEMS, INC. | -5.2% | |
KEMIRA OYJ | -4.7% | |
SIEMENS ENERGY AG | -3.5% | |
GCL POLY ENERGY HOLDINGS LTD | -3.4% | |
XYLEM INC | -3.1% | |
NGK INSULATORS LTD | -2.8% |