Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
22.2%
% of GSFP's 51 holdings also in SOLR
32.3%
% of SOLR's 31 holdings also in GSFP
Overlap by Weight
Sector Drift (GSFP minus SOLR)
Overlapping Holdings
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| Company | Weight in GSFP |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
TRANE TECHNOLOGIES PLC | 6.7% | 5.5% | 5.5% |
 |
IBERDROLA SA | 12.5% | 5.1% | 5.1% |
 |
SCHNEIDER ELECTRIC SA | 9.5% | 5.0% | 5.0% |
 |
INFINEON TECHNOLOGIES AG | 9.8% | 4.5% | 4.5% |
 |
ITRON INC | 6.1% | 3.8% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
GSFP Overweight Relative to SOLR
 |
ENEL SPA | 12.4% |
|
WASTE MANAGEMENT INC | 11.3% |
|
WESTROCK CO. | 9.2% |
|
BALL CORP | 9.1% |
 |
DS SMITH PLC | 8.7% |
|
XYLEM INC | 8.6% |
 |
DAIKIN INDUSTRIES LTD | 8.0% |
 |
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 7.9% |
|
HORIBA LTD | 7.6% |
|
IBERDROLA SA | 7.4% |
GSFP Underweight Relative to SOLR
|
EATON CORP PLC | -5.8% |
|
HUBBELL INCORPORATED CLASS B | -4.6% |
|
LEGRAND SA | -4.6% |
 |
VESTAS WIND SYSTEMS A/S | -4.2% |
|
ON SEMICONDUCTOR CORPORATION | -3.9% |
|
FIRST SOLAR INC | -3.6% |
 |
LG CHEM LTD | -3.5% |
|
SAMSUNG SDI CO LTD | -3.4% |
|
ORMAT TECHNOLOGIES INC | -3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -3.2% |