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
9
Number of overlapping holdings
45.0%
% of EVX's 22 holdings also in RNEW
20.5%
% of RNEW's 47 holdings also in EVX
Overlap by Weight
Sector Drift (EVX minus RNEW)
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 EVX |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
WASTE MANAGEMENT INC | 9.9% | 6.3% | 6.3% |
|
REPUBLIC SERVICES INC | 10.3% | 6.2% | 6.2% |
|
ECOLAB INC | 9.7% | 6.0% | 6.0% |
|
CLEAN HARBORS INC | 4.7% | 5.6% | 4.7% |
|
DONALDSON CO INC | 4.5% | 4.6% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
EVX Overweight Relative to RNEW
 |
WASTE CONNECTIONS, INC. | 9.9% |
|
GFL ENVIRONMENTAL INC | 4.8% |
|
ABM INDUSTRIES INC | 4.8% |
|
TETRA TECH INC | 4.7% |
|
VERALTO CORPORATION | 4.7% |
|
TENNANT CO | 4.6% |
|
DARLING INTERNATIONAL INC | 4.4% |
|
REPUBLIC SERVICES INC | 4.0% |
 |
STERIS PLC | 4.0% |
|
ECOLAB INC | 3.7% |
EVX Underweight Relative to RNEW
|
QUANTA SERVICES INC | -6.6% |
|
FIRST SOLAR INC | -6.4% |
|
ENPHASE ENERGY INC | -5.3% |
|
CHENIERE ENERGY INC | -5.0% |
|
BORGWARNER INC | -4.1% |
|
TESLA MOTORS INC | -3.2% |
|
NEW FORTRESS ENERGY INC. CLASS A | -3.1% |
|
LUCID GROUP, INC. | -2.9% |
|
IDACORP INC | -2.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -2.4% |