Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
IDRV
47
HOLDINGS
18%
ALSO IN ERTH
ERTH
117
HOLDINGS
6%
ALSO IN IDRV
SECTOR DRIFT (IDRV minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in IDRV |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 3.9% | 4.6% | 3.9% |
 |
BYD CO LTD-H | 2.9% | 3.7% | 2.9% |
 |
LG ENERGY SOLUTION LTD. | 4.2% | 2.7% | 2.7% |
|
LI AUTO, INC. CLASS A | 2.7% | 3.1% | 2.7% |
|
XPENG, INC. CLASS A | 4.0% | 2.5% | 2.5% |
IDRV Overweight Relative to ERTH
|
LG CHEM LTD | 4.7% |
|
ALBEMARLE CORP | 4.6% |
|
SAMSUNG SDI CO LTD | 4.1% |
 |
SOC QUIMICA Y MINERA CHILE-B | 3.9% |
 |
VOLKSWAGEN AG-PFD | 3.9% |
|
PORSCHE AUTOMOBIL HLDG-PFD | 3.8% |
 |
AUTOLIV INC | 3.1% |
 |
RENAULT SA | 2.7% |
 |
ABB LTD. | 2.7% |
|
HYUNDAI MOBIS | 2.6% |
IDRV Underweight Relative to ERTH
|
NVIDIA CORP | -6.5% |
|
DIGITAL REALTY TRUST INC | -4.7% |
|
FIRST SOLAR INC | -4.1% |
 |
VESTAS WIND SYSTEMS A/S | -3.7% |
 |
KINGSPAN GROUP PLC | -2.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.1% |
 |
CAPITAMALL TRUST | -2.0% |
|
ALSTOM | -1.8% |
|
KLEPIERRE | -1.8% |
|
NEXTRACKER, INC. CLASS A | -1.8% |