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
17%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
ERTH
122
HOLDINGS
23%
ALSO IN ICLN
ICLN
102
HOLDINGS
36%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus ICLN)
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 ICLN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 3.5% | 6.0% | 3.5% |
 |
FIRST SOLAR INC | 3.3% | 7.8% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 4.4% | 1.8% |
|
ENPHASE ENERGY INC | 1.1% | 2.8% | 1.1% |
|
ORMAT TECHNOLOGIES INC | 1.0% | 2.5% | 1.0% |
ERTH Overweight Relative to ICLN
|
NVIDIA CORP | 5.9% |
|
DIGITAL REALTY TRUST INC | 5.1% |
|
TESLA MOTORS INC | 4.7% |
 |
BYD CO LTD-H | 4.2% |
|
LI AUTO, INC. CLASS A | 3.7% |
 |
KINGSPAN GROUP PLC | 2.8% |
|
XPENG, INC. CLASS A | 2.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.3% |
 |
CAPITAMALL TRUST | 2.1% |
 |
LG ENERGY SOLUTION LTD. | 2.1% |
ERTH Underweight Relative to ICLN
 |
SSE PLC | -6.5% |
 |
IBERDROLA SA | -6.2% |
|
FIRST SOLAR INC | -4.6% |
|
CHINA YANGTZE POWER CO LTD-A | -4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.8% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.5% |
|
DONG ENERGY A/S | -2.7% |
 |
SUZLON ENERGY LIMITED | -2.7% |
|
NEXTRACKER, INC. CLASS A | -2.6% |
|
CENTRAIS ELETRICAS BRASILIER | -2.6% |