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
7
# OF OVERLAPPING
HOLDINGS
ERTH
121
HOLDINGS
6%
ALSO IN IDRV
IDRV
47
HOLDINGS
18%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus IDRV)
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 IDRV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.7% | 3.9% | 3.9% |
 |
BYD CO LTD-H | 3.7% | 2.9% | 2.9% |
|
LI AUTO, INC. CLASS A | 3.2% | 2.9% | 2.9% |
 |
LG ENERGY SOLUTION LTD. | 2.6% | 4.5% | 2.6% |
|
XPENG, INC. CLASS A | 2.6% | 3.6% | 2.6% |
ERTH Overweight Relative to IDRV
|
NVIDIA CORP | 6.7% |
|
DIGITAL REALTY TRUST INC | 4.9% |
|
FIRST SOLAR INC | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% |
 |
KINGSPAN GROUP PLC | 2.7% |
 |
CAPITAMALL TRUST | 2.1% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.0% |
 |
KLEPIERRE | 1.8% |
|
ALSTOM | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.7% |
ERTH Underweight Relative to IDRV
|
LG CHEM LTD | -4.7% |
|
ALBEMARLE CORP | -4.5% |
|
SAMSUNG SDI CO LTD | -4.3% |
 |
PORSCHE AUTOMOBIL HLDG-PFD | -3.8% |
 |
SOC QUIMICA Y MINERA CHILE-B | -3.8% |
|
VOLKSWAGEN AG-PFD | -3.8% |
 |
AUTOLIV INC | -3.0% |
 |
ABB LTD. | -2.8% |
|
RENAULT SA | -2.8% |
|
HYUNDAI MOBIS | -2.7% |