Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
ERTH
116
HOLDINGS
19%
ALSO IN SDG
SDG
117
HOLDINGS
21%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus SDG)
OVERLAPPING HOLDINGS
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| Company | Weight in ERTH |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 5.4% | 4.2% |
|
NVIDIA CORP | 4.6% | 4.0% | 4.0% |
 |
VESTAS WIND SYSTEMS A/S | 3.6% | 5.2% | 3.6% |
 |
LI AUTO, INC. CLASS A | 2.9% | 3.1% | 2.9% |
|
XPENG, INC. CLASS A | 2.6% | 1.6% | 1.6% |
ERTH Overweight Relative to SDG
|
TESLA MOTORS INC | 5.8% |
|
BYD CO LTD-H | 4.4% |
|
DIGITAL REALTY TRUST INC | 3.2% |
 |
KINGSPAN GROUP PLC | 2.4% |
|
NEXTRACKER, INC. CLASS A | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.9% |
 |
ALSTOM | 1.6% |
 |
CAPITAMALL TRUST | 1.6% |
|
VORNADO REALTY TRUST | 1.2% |
ERTH Underweight Relative to SDG
 |
WIWYNN CORP. | -4.7% |
 |
NOVARTIS AG | -4.1% |
 |
EAST JAPAN RAILWAY CO | -4.0% |
|
XINYI SOLAR HOLDINGS LTD | -3.3% |
 |
WH GROUP LTD | -3.0% |
|
CENTRAL JAPAN RAILWAY CO | -2.5% |
|
KIMBERLY-CLARK CORP | -2.5% |
|
UNI-PRESIDENT ENTERPRISES CO | -2.5% |
|
REGENERON PHARMACEUTICALS | -2.5% |
|
VERTEX PHARMACEUTICALS INC | -2.1% |