Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
ERTH
116
HOLDINGS
22%
ALSO IN ICLN
ICLN
106
HOLDINGS
35%
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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 8.8% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.6% | 2.6% | 2.6% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 7.2% | 2.0% |
|
ENPHASE ENERGY INC | 0.9% | 4.9% | 0.9% |
 |
EDP RENOVAVEIS SA | 0.8% | 0.8% | 0.8% |
ERTH Overweight Relative to ICLN
|
TESLA MOTORS INC | 5.8% |
|
DIGITAL REALTY TRUST INC | 4.8% |
|
NVIDIA CORP | 4.6% |
 |
BYD CO LTD-H | 4.4% |
|
LI AUTO, INC. CLASS A | 2.9% |
|
XPENG, INC. CLASS A | 2.6% |
|
NIO INC-CLASS A | 2.5% |
 |
LG ENERGY SOLUTION LTD. | 2.4% |
 |
KINGSPAN GROUP PLC | 2.4% |
 |
CAPITAMALL TRUST | 1.9% |
ERTH Underweight Relative to ICLN
|
BLOOM ENERGY CORPORATION CLASS A | -11.4% |
|
CHINA YANGTZE POWER CO LTD-A | -5.4% |
|
NEXTRACKER, INC. CLASS A | -5.2% |
|
FIRST SOLAR INC | -4.7% |
|
ENPHASE ENERGY INC | -4.1% |
|
PLUG POWER INC | -2.3% |
 |
EQUATORIAL ENERGIA SA - ORD | -2.3% |
 |
SUZLON ENERGY LIMITED | -2.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -1.9% |