Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
24.4%
% of ERTH's 127 holdings also in SDG
22.6%
% of SDG's 137 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 | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 3.7% | 3.7% |
 |
CENTRAL JAPAN RAILWAY CO | 3.5% | 2.3% | 2.3% |
 |
DIGITAL REALTY TRUST INC | 4.6% | 1.7% | 1.7% |
 |
UMICORE | 1.6% | 3.1% | 1.6% |
 |
NIO INC. SPONSORED ADR CLASS A | 5.0% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to SDG
|
TESLA MOTORS INC | 7.4% |
|
ENPHASE ENERGY INC | 4.8% |
|
NIO INC. SPONSORED ADR CLASS A | 3.5% |
|
PLUG POWER INC | 3.4% |
|
DIGITAL REALTY TRUST INC | 2.9% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.1% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 2.1% |
|
DARLING INTERNATIONAL INC | 2.0% |
ERTH Underweight Relative to SDG
|
EAST JAPAN RAILWAY CO | -4.2% |
 |
WEST FRASER TIMBER CO LTD | -3.9% |
|
KIMBERLY-CLARK CORP | -3.7% |
 |
WH GROUP LTD | -3.1% |
|
AMGEN INC | -3.0% |
|
ELI LILLY & CO | -2.9% |
 |
JOHNSON MATTHEY PLC | -2.8% |
|
NOVO NORDISK A/S-B | -2.7% |
 |
SUEZ ENVIRONNEMENT CO | -2.2% |
 |
EMPRESAS CMPC SA | -2.2% |