Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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38
Number of overlapping holdings
25.3%
% of ERTH's 150 holdings also in SDG
25.3%
% of SDG's 164 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 | 4.5% | 3.9% | 3.9% |
 |
DAIWA HOUSE INDUSTRY CO LTD | 3.3% | 4.2% | 3.3% |
 |
DIGITAL REALTY TRUST INC | 5.3% | 1.9% | 1.9% |
|
CENTRAL JAPAN RAILWAY CO | 3.7% | 1.5% | 1.5% |
 |
NIO INC. SPONSORED ADR CLASS A | 2.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to SDG
|
TESLA MOTORS INC | 5.8% |
|
LI AUTO, INC. CLASS A | 3.4% |
|
DIGITAL REALTY TRUST INC | 3.3% |
|
FIRST SOLAR INC | 2.8% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 2.7% |
|
ENPHASE ENERGY INC | 2.6% |
 |
LG ENERGY SOLUTION LTD. | 2.4% |
 |
KINGSPAN GROUP PLC | 2.4% |
|
CENTRAL JAPAN RAILWAY CO | 2.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.7% |
ERTH Underweight Relative to SDG
 |
JOHNSON MATTHEY PLC | -4.2% |
|
KIMBERLY-CLARK CORP | -3.3% |
 |
WH GROUP LTD | -3.3% |
 |
UMICORE | -2.8% |
|
AMGEN INC | -2.8% |
|
EAST JAPAN RAILWAY CO | -2.6% |
|
WEYERHAEUSER CO | -2.4% |
|
ELI LILLY & CO | -2.3% |
 |
DEUTSCHE ANNINGTON IMMOBILIE | -2.3% |
|
SAMSUNG SDI CO LTD | -2.3% |