Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
12.7%
% of ERTH's 121 holdings also in QCLN
32.6%
% of QCLN's 49 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus QCLN)
Overlapping Holdings
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| Company | Weight in ERTH |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.3% | 8.4% | 4.3% |
|
FIRST SOLAR INC | 3.1% | 8.2% | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% | 9.8% | 2.4% |
|
ENPHASE ENERGY INC | 1.4% | 3.4% | 1.4% |
|
NEXTRACKER, INC. CLASS A | 1.4% | 4.0% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to QCLN
 |
BYD CO LTD-H | 6.5% |
|
DIGITAL REALTY TRUST INC | 5.2% |
|
NVIDIA CORP | 4.3% |
|
LI AUTO, INC. CLASS A | 3.6% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
XPENG, INC. CLASS A | 2.9% |
 |
LG ENERGY SOLUTION LTD. | 2.5% |
 |
CAPITAMALL TRUST | 2.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.0% |
ERTH Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -7.6% |
|
RIVIAN AUTOMOTIVE INC-A | -7.4% |
|
FIRST SOLAR INC | -5.1% |
|
ACUITY BRANDS INC | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.3% |
|
LUCID GROUP, INC. | -4.2% |
|
TESLA MOTORS INC | -4.1% |
|
UNIVERSAL DISPLAY CORP | -4.0% |
|
ALBEMARLE CORP | -3.3% |
|
ITRON INC | -3.2% |