Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
ERTH
121
HOLDINGS
28%
ALSO IN PBD
PBD
105
HOLDINGS
32%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in ERTH |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 1.0% | 0.9% | 0.9% |
|
FIRST SOLAR INC | 4.1% | 0.8% | 0.8% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% | 0.8% | 0.8% |
 |
ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD. CLASS H | 0.9% | 0.8% | 0.8% |
 |
KINGSPAN GROUP PLC | 2.6% | 0.7% | 0.7% |
ERTH Overweight Relative to PBD
|
NVIDIA CORP | 6.5% |
|
DIGITAL REALTY TRUST INC | 4.7% |
|
TESLA MOTORS INC | 4.6% |
|
FIRST SOLAR INC | 3.3% |
|
LI AUTO, INC. CLASS A | 3.1% |
|
BYD CO LTD-H | 3.1% |
|
VESTAS WIND SYSTEMS A/S | 2.9% |
 |
LG ENERGY SOLUTION LTD. | 2.7% |
|
XPENG, INC. CLASS A | 2.5% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.1% |
ERTH Underweight Relative to PBD
|
BLOOM ENERGY CORPORATION CLASS A | -1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | -1.7% |
|
PLUG POWER INC | -1.6% |
 |
DELTA ELECTRONICS INC | -1.4% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.4% |
|
GREEN PLAINS RENEWABLE ENERG | -1.3% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -1.3% |
 |
ITM POWER PLC | -1.2% |
|
DOOSAN FUEL CELL CO., LTD. | -1.2% |
|
CERES POWER HOLDINGS PLC | -1.2% |