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
11
Number of overlapping holdings
25.6%
% of ETEC's 48 holdings also in RAYS
22.0%
% of RAYS's 50 holdings also in ETEC
Overlap by Weight
Sector Drift (ETEC minus RAYS)
Overlapping Holdings
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| Company | Weight in ETEC |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 10.1% | 4.2% |
|
ENPHASE ENERGY INC | 3.2% | 10.5% | 3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.1% | 3.6% | 2.1% |
 |
XINYI SOLAR HOLDINGS LTD | 2.0% | 3.3% | 2.0% |
|
XI'AN LONGI SILICON MATERIALS CO., LTD. CLASS A | 1.6% | 6.9% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
ETEC Overweight Relative to RAYS
 |
SAMSUNG SDI CO LTD | 6.8% |
|
BORGWARNER INC | 6.5% |
 |
YASKAWA ELECTRIC CORP | 5.7% |
|
UNIVERSAL DISPLAY CORP | 5.7% |
|
KURITA WATER INDUSTRIES LTD | 4.6% |
 |
UMICORE | 4.5% |
 |
VOLTRONIC POWER TECHNOLOGY CORP. | 4.4% |
 |
JOHNSON MATTHEY PLC | 4.2% |
 |
SIEMENS ENERGY AG | 3.9% |
|
TESLA MOTORS INC | 3.6% |
ETEC Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.9% |
|
ENPHASE ENERGY INC | -7.3% |
|
FIRST SOLAR INC | -5.9% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -5.3% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -4.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.2% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.7% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.5% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.5% |
|
NEXTRACKER, INC. CLASS A | -2.5% |