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
18%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
ETEC
46
HOLDINGS
33%
ALSO IN ERTH
ERTH
117
HOLDINGS
9%
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 | 5.0% | 4.1% | 4.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% | 3.7% | 3.7% |
|
TESLA MOTORS INC | 2.5% | 4.6% | 2.5% |
 |
XPENG, INC. CLASS A | 1.9% | 2.5% | 1.9% |
|
RIVIAN AUTOMOTIVE INC-A | 1.5% | 2.0% | 1.5% |
ETEC Overweight Relative to ERTH
|
BORGWARNER INC | 6.9% |
|
ALLEGRO MICROSYSTEMS, INC. | 5.3% |
 |
YASKAWA ELECTRIC CORP | 5.0% |
|
UNIVERSAL DISPLAY CORP | 4.9% |
|
KURITA WATER INDUSTRIES LTD | 4.9% |
 |
KEMIRA OYJ | 4.0% |
|
GS YUASA CORP | 3.6% |
|
XYLEM INC | 3.3% |
 |
SIEMENS ENERGY AG | 3.2% |
|
GCL POLY ENERGY HOLDINGS LTD | 3.2% |
ETEC Underweight Relative to ERTH
|
NVIDIA CORP | -6.5% |
|
DIGITAL REALTY TRUST INC | -4.7% |
|
BYD CO LTD-H | -3.7% |
 |
LG ENERGY SOLUTION LTD. | -2.7% |
 |
KINGSPAN GROUP PLC | -2.6% |
|
TESLA MOTORS INC | -2.1% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.1% |
 |
CAPITAMALL TRUST | -2.0% |
 |
ALSTOM | -1.8% |
|
LI AUTO, INC. CLASS A | -1.8% |