Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
19.0%
% of ERTH's 126 holdings also in SDG
19.7%
% of SDG's 130 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 | |
|---|---|---|---|---|
 |
DAIWA HOUSE INDUSTRY CO LTD | 3.6% | 4.4% | 3.6% |
 |
VESTAS WIND SYSTEMS A/S | 4.2% | 3.5% | 3.5% |
 |
DIGITAL REALTY TRUST INC | 5.4% | 3.0% | 3.0% |
 |
LI AUTO, INC. CLASS A | 2.9% | 3.5% | 2.9% |
 |
LG ENERGY SOLUTION LTD. | 2.8% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to SDG
|
TESLA MOTORS INC | 6.4% |
|
FIRST SOLAR INC | 4.0% |
 |
KINGSPAN GROUP PLC | 3.4% |
|
RIVIAN AUTOMOTIVE INC-A | 2.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.8% |
|
ENPHASE ENERGY INC | 2.7% |
|
DIGITAL REALTY TRUST INC | 2.5% |
 |
SUZANO PAPEL E CELULOSE SA | 1.8% |
|
MERITAGE HOMES CORP | 1.7% |
 |
CAPITAMALL TRUST | 1.6% |
ERTH Underweight Relative to SDG
 |
ASTRAZENECA PLC | -4.3% |
 |
WH GROUP LTD | -4.0% |
|
EAST JAPAN RAILWAY CO | -3.1% |
 |
NOVARTIS AG | -3.1% |
 |
ESSITY AB CLASS B | -2.7% |
|
NOVO NORDISK A/S-B | -2.7% |
 |
UNI-PRESIDENT ENTERPRISES CO | -2.5% |
|
AMGEN INC | -2.4% |
 |
UMICORE | -2.4% |
|
SAMSUNG SDI CO LTD | -2.4% |