Fund Overlap

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


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OVERLAP
19%

OVERLAP
BY WEIGHT
28

# OF OVERLAPPING
HOLDINGS
ERTH
196
HOLDINGS
18%
ALSO IN ICLN
ICLN
106
HOLDINGS
38%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in ERTH
Weight
in ICLN
Overlap
VESTAS WIND SYSTEMS A/S 3.8% 4.1% 3.8%
FIRST SOLAR INC 3.8% 7.0% 3.8%
NEXTRACKER, INC. CLASS A 2.6% 7.0% 2.6%
ENLIGHT RENEWABLE ENERGY LTD 1.7% 1.9% 1.7%
NORDEX AG 1.0% 1.4% 1.0%
ERTH Overweight Relative to ICLN
DIGITAL REALTY TRUST INC 5.1%
TESLA MOTORS INC 5.0%
NVIDIA CORP 4.8%
BYD CO LTD-H 4.3%
WEYERHAEUSER CO 2.5%
CONTEMPORARY AMPEREX TECHN-H 2.3%
CONTEMPORARY AMPEREX TECHNOLOGY CO., 2.2%
KINGSPAN GROUP PLC 2.1%
SCENTRE GROUP 2.0%
RIVIAN AUTOMOTIVE INC-A 1.9%
ERTH Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -9.8%
CHINA YANGTZE POWER CO LTD-A -8.1%
EQUATORIAL ENERGIA SA - ORD -4.4%
NEXTRACKER, INC. CLASS A -4.4%
FIRST SOLAR INC -3.3%
ENPHASE ENERGY INC -3.2%
EDP-ENERGIAS DE PORTUGAL SA -3.0%
CHUBU ELECTRIC POWER CO INC -2.5%
PLUG POWER INC -2.3%
ENERGISA SA UNITS CONS OF 1 SH + 4 P -2.0%
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