Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
39.5%
% of RNEW's 42 holdings also in ERTH
12.7%
% of ERTH's 121 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ERTH)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 3.8% | 4.3% | 3.8% |
|
FIRST SOLAR INC | 3.7% | 3.1% | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% | 2.4% | 2.4% |
|
ENPHASE ENERGY INC | 3.4% | 1.4% | 1.4% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ERTH
|
REPUBLIC SERVICES INC | 6.6% |
|
CHENIERE ENERGY INC | 6.1% |
|
WASTE MANAGEMENT INC | 6.0% |
|
CHENIERE ENERGY PARTNERS LP | 5.8% |
|
ECOLAB INC | 5.7% |
|
QUANTA SERVICES INC | 5.3% |
|
CLEAN HARBORS INC | 4.9% |
|
DONALDSON CO INC | 4.5% |
|
CASELLA WASTE SYSTEMS INC-A | 4.1% |
|
BORGWARNER INC | 3.6% |
RNEW Underweight Relative to ERTH
 |
BYD CO LTD-H | -6.5% |
|
DIGITAL REALTY TRUST INC | -5.2% |
|
NVIDIA CORP | -4.3% |
|
LI AUTO, INC. CLASS A | -3.6% |
 |
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
XPENG, INC. CLASS A | -2.9% |
 |
LG ENERGY SOLUTION LTD. | -2.5% |
 |
CAPITAMALL TRUST | -2.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.0% |