Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
6.0%
% of ERTH's 133 holdings also in IDRV
16.0%
% of IDRV's 56 holdings also in ERTH
Overlap by Weight
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 | |
|---|---|---|---|---|
 |
LI AUTO, INC. CLASS A | 4.0% | 3.4% | 3.4% |
 |
LG ENERGY SOLUTION LTD. | 3.2% | 3.8% | 3.2% |
 |
TESLA MOTORS INC | 3.9% | 2.9% | 2.9% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 1.5% | 2.2% | 1.5% |
|
XPENG, INC. CLASS A | 1.0% | 2.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to IDRV
|
DIGITAL REALTY TRUST INC | 5.5% |
 |
VESTAS WIND SYSTEMS A/S | 5.2% |
|
FIRST SOLAR INC | 4.5% |
 |
DAIWA HOUSE INDUSTRY CO LTD | 4.2% |
|
ENPHASE ENERGY INC | 3.7% |
 |
KINGSPAN GROUP PLC | 3.4% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.8% |
 |
SUZANO PAPEL E CELULOSE SA | 2.4% |
 |
CAPITAMALL TRUST | 2.0% |
|
DARLING INTERNATIONAL INC | 1.7% |
ERTH Underweight Relative to IDRV
 |
RENAULT SA | -6.0% |
 |
ABB LTD. | -5.6% |
|
SCHNEIDER ELECTRIC SA | -5.6% |
 |
VOLKSWAGEN AG-PFD | -5.2% |
|
PORSCHE AUTOMOBIL HLDG-PFD | -4.9% |
 |
PILBARA MINERALS LIMITED | -4.8% |
|
DENSO CORP | -4.8% |
|
BYD CO LTD-H | -4.5% |
|
SAMSUNG SDI CO LTD | -3.9% |
 |
HEXAGON AB-B SHS | -3.1% |