Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
FDRV
64
HOLDINGS
20%
ALSO IN ERTH
ERTH
196
HOLDINGS
6%
ALSO IN FDRV
SECTOR DRIFT (FDRV minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in FDRV |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.6% | 5.0% | 4.6% |
 |
BYD CO LTD-H | 4.2% | 4.3% | 4.2% |
|
CONTEMPORARY AMPEREX TECHN-H | 4.6% | 2.3% | 2.3% |
|
RIVIAN AUTOMOTIVE INC-A | 3.5% | 1.9% | 1.9% |
|
NIO INC-CLASS A | 3.0% | 1.3% | 1.3% |
FDRV Overweight Relative to ERTH
 |
INFINEON TECHNOLOGIES AG | 7.1% |
 |
NEC ELECTRONICS CORP | 6.5% |
|
UBER TECHNOLOGIES, INC. | 4.7% |
 |
NXP SEMICONDUCTORS NV | 4.6% |
|
APTIV PLC | 3.4% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.0% |
 |
AUTOLIV INC | 2.8% |
|
AURORA INNOVATION, INC. CLASS A | 2.8% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.7% |
|
LEAR CORP | 2.7% |
FDRV Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.1% |
|
NVIDIA CORP | -4.8% |
 |
VESTAS WIND SYSTEMS A/S | -3.8% |
|
FIRST SOLAR INC | -3.8% |
|
NEXTRACKER, INC. CLASS A | -2.6% |
|
WEYERHAEUSER CO | -2.5% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -2.2% |
 |
KINGSPAN GROUP PLC | -2.1% |
 |
SCENTRE GROUP | -2.0% |
|
APPLIED BLOCKCHAIN INC | -1.7% |