Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
16.9%
% of ERTH's 121 holdings also in SDG
19.0%
% of SDG's 120 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus SDG)
Overlapping Holdings
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| Company | Weight in ERTH |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
LI AUTO, INC. CLASS A | 3.4% | 3.6% | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 4.1% | 3.2% |
 |
FIRST SOLAR INC | 3.1% | 3.4% | 3.1% |
|
NVIDIA CORP | 4.0% | 3.1% | 3.1% |
|
DIGITAL REALTY TRUST INC | 5.0% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to SDG
|
BYD CO LTD-H | 6.4% |
|
TESLA MOTORS INC | 3.7% |
|
DIGITAL REALTY TRUST INC | 3.2% |
 |
KINGSPAN GROUP PLC | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.1% |
 |
CAPITAMALL TRUST | 1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.8% |
 |
ALSTOM | 1.8% |
|
ENPHASE ENERGY INC | 1.7% |
|
XPENG, INC. CLASS A | 1.6% |
ERTH Underweight Relative to SDG
 |
WH GROUP LTD | -4.7% |
 |
EAST JAPAN RAILWAY CO | -4.2% |
 |
NOVARTIS AG | -4.1% |
|
KINGDEE INTERNATIONAL SFTWR | -3.1% |
|
NOVO NORDISK A/S-B | -2.9% |
|
CENTRAL JAPAN RAILWAY CO | -2.9% |
|
XINYI SOLAR HOLDINGS LTD | -2.8% |
 |
UNI-PRESIDENT ENTERPRISES CO | -2.7% |
 |
ESSITY AB CLASS B | -2.1% |
|
CHINA MENGNIU DAIRY CO | -2.0% |