Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
ERTH
122
HOLDINGS
9%
ALSO IN ETEC
ETEC
46
HOLDINGS
33%
ALSO IN ERTH
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 | 3.3% | 4.2% | 3.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% | 3.1% | 3.1% |
|
TESLA MOTORS INC | 4.7% | 2.7% | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.3% | 1.8% | 1.8% |
 |
LI AUTO, INC. CLASS A | 3.7% | 1.7% | 1.7% |
ERTH Overweight Relative to ETEC
|
NVIDIA CORP | 5.9% |
|
DIGITAL REALTY TRUST INC | 5.1% |
|
BYD CO LTD-H | 4.2% |
 |
KINGSPAN GROUP PLC | 2.8% |
 |
CAPITAMALL TRUST | 2.1% |
 |
LG ENERGY SOLUTION LTD. | 2.1% |
|
TESLA MOTORS INC | 2.0% |
|
LI AUTO, INC. CLASS A | 2.0% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.8% |
ERTH Underweight Relative to ETEC
|
ALLEGRO MICROSYSTEMS, INC. | -6.2% |
|
BORGWARNER INC | -6.1% |
 |
KURITA WATER INDUSTRIES LTD | -6.1% |
|
YASKAWA ELECTRIC CORP | -6.0% |
|
UNIVERSAL DISPLAY CORP | -5.9% |
 |
KEMIRA OYJ | -4.4% |
 |
SIEMENS ENERGY AG | -3.7% |
|
GS YUASA CORP | -3.5% |
|
XYLEM INC | -3.3% |
|
ENPHASE ENERGY INC | -3.0% |