Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
22%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ETEC
49
HOLDINGS
45%
ALSO IN ERTH
ERTH
196
HOLDINGS
10%
ALSO IN ETEC
SECTOR DRIFT (ETEC minus ERTH)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ETEC |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.1% | 3.8% | 3.8% |
|
TESLA MOTORS INC | 3.2% | 5.0% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 2.7% | 3.8% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 4.5% | 2.6% | 2.6% |
 |
CONTEMPORARY AMPEREX TECHN-H | 3.4% | 2.3% | 2.3% |
ETEC Overweight Relative to ERTH
|
UNIVERSAL DISPLAY CORP | 7.3% |
|
ALLEGRO MICROSYSTEMS, INC. | 5.9% |
 |
KURITA WATER INDUSTRIES LTD | 5.7% |
|
BORGWARNER INC | 5.6% |
|
YASKAWA ELECTRIC CORP | 4.6% |
 |
KEMIRA OYJ | 4.1% |
|
XYLEM INC | 3.3% |
|
GE VERONA | 3.0% |
|
ENPHASE ENERGY INC | 2.7% |
|
NGK INSULATORS LTD | 2.6% |
ETEC Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.1% |
|
NVIDIA CORP | -4.8% |
|
BYD CO LTD-H | -4.3% |
|
WEYERHAEUSER CO | -2.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -2.2% |
 |
KINGSPAN GROUP PLC | -2.1% |
 |
SCENTRE GROUP | -2.0% |
|
TESLA MOTORS INC | -1.8% |
 |
LG ENERGY SOLUTION LTD. | -1.8% |
|
APPLIED BLOCKCHAIN INC | -1.7% |