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
6
Number of overlapping holdings
14.0%
% of ETEC's 48 holdings also in RNEW
13.6%
% of RNEW's 47 holdings also in ETEC
Overlap by Weight
Sector Drift (ETEC minus RNEW)
Overlapping Holdings
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| Company | Weight in ETEC |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 6.4% | 4.2% |
|
BORGWARNER INC | 6.5% | 4.1% | 4.1% |
|
TESLA MOTORS INC | 3.6% | 3.2% | 3.2% |
|
ENPHASE ENERGY INC | 3.2% | 5.3% | 3.2% |
|
LUCID GROUP, INC. | 1.2% | 2.9% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
ETEC Overweight Relative to RNEW
 |
SAMSUNG SDI CO LTD | 6.8% |
 |
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% |
 |
WARTSILA OYJ | 3.3% |
|
XYLEM INC | 3.2% |
ETEC Underweight Relative to RNEW
|
QUANTA SERVICES INC | -6.6% |
|
WASTE MANAGEMENT INC | -6.3% |
|
REPUBLIC SERVICES INC | -6.2% |
|
ECOLAB INC | -6.0% |
|
CLEAN HARBORS INC | -5.6% |
|
CHENIERE ENERGY INC | -5.0% |
|
DONALDSON CO INC | -4.6% |
|
NEW FORTRESS ENERGY INC. CLASS A | -3.1% |
|
CASELLA WASTE SYSTEMS INC-A | -2.9% |
|
IDACORP INC | -2.6% |