Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
17.5%
% of ETEC's 45 holdings also in SOLR
23.3%
% of SOLR's 33 holdings also in ETEC
Overlap by Weight
Sector Drift (ETEC minus SOLR)
Overlapping Holdings
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| Company | Weight in ETEC |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 2.7% | 4.3% | 2.7% |
 |
VESTAS WIND SYSTEMS A/S | 2.6% | 3.2% | 2.6% |
 |
JOHNSON MATTHEY PLC | 5.1% | 2.6% | 2.6% |
 |
SAMSUNG SDI CO LTD | 5.7% | 1.9% | 1.9% |
|
ENPHASE ENERGY INC | 3.3% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ETEC Overweight Relative to SOLR
|
BORGWARNER INC | 6.2% |
|
UNIVERSAL DISPLAY CORP | 5.9% |
 |
VOLTRONIC POWER TECHNOLOGY CORP. | 5.7% |
|
TESLA MOTORS INC | 5.4% |
 |
KURITA WATER INDUSTRIES LTD | 5.2% |
|
YASKAWA ELECTRIC CORP | 5.2% |
|
SAMSUNG SDI CO LTD | 3.8% |
 |
LI AUTO, INC. CLASS A | 3.3% |
 |
SIEMENS ENERGY AG | 3.3% |
|
XPENG, INC. CLASS A | 3.2% |
ETEC Underweight Relative to SOLR
 |
TRANE TECHNOLOGIES PLC | -6.6% |
|
EATON CORP PLC | -6.2% |
 |
SCHNEIDER ELECTRIC SA | -5.5% |
|
ITRON INC | -4.9% |
|
HUBBELL INCORPORATED CLASS B | -4.6% |
 |
IBERDROLA SA | -4.3% |
|
LEGRAND SA | -4.0% |
|
NEXTERA ENERGY GROUP | -3.9% |
|
INFINEON TECHNOLOGIES AG | -3.4% |
|
ON SEMICONDUCTOR CORPORATION | -3.2% |