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
16%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
FDRV
63
HOLDINGS
17%
ALSO IN ERTH
ERTH
116
HOLDINGS
7%
ALSO IN FDRV
SECTOR DRIFT (FDRV 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 FDRV |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.3% | 5.8% | 4.3% |
 |
LI AUTO, INC. CLASS A | 4.9% | 2.9% | 2.9% |
|
XPENG, INC. CLASS A | 6.3% | 2.6% | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 4.8% | 1.9% | 1.9% |
|
BYD CO LTD-H | 1.9% | 4.4% | 1.9% |
FDRV Overweight Relative to ERTH
|
LUCID GROUP, INC. | 19.6% |
|
CHARGEPOINT HOLDINGS, INC. CLASS A | 8.7% |
|
UBER TECHNOLOGIES, INC. | 6.3% |
 |
INFINEON TECHNOLOGIES AG | 5.0% |
 |
NXP SEMICONDUCTORS NV | 4.7% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.8% |
|
XPENG, INC. CLASS A | 3.7% |
|
LYFT INC CLASS A | 3.6% |
|
GENTEX CORP | 3.5% |
|
HESAI GROUP SPONSORED ADR | 3.2% |
FDRV Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
|
FIRST SOLAR INC | -4.2% |
 |
VESTAS WIND SYSTEMS A/S | -3.6% |
|
BYD CO LTD-H | -2.5% |
 |
KINGSPAN GROUP PLC | -2.4% |
|
NEXTRACKER, INC. CLASS A | -2.0% |
 |
CAPITAMALL TRUST | -1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.9% |
|
UNIBAIL-RODAMCO-WESTFIELD STAPLED SE | -1.8% |