Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
38.6%
% of RNEW's 47 holdings also in ERTH
12.8%
% of ERTH's 133 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.4% | 4.5% | 4.5% |
|
ENPHASE ENERGY INC | 5.3% | 3.7% | 3.7% |
|
TESLA MOTORS INC | 3.2% | 3.9% | 3.2% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 2.4% | 1.5% | 1.5% |
|
ORMAT TECHNOLOGIES INC | 2.1% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ERTH
|
QUANTA SERVICES INC | 6.6% |
|
WASTE MANAGEMENT INC | 6.3% |
|
REPUBLIC SERVICES INC | 6.2% |
|
ECOLAB INC | 6.0% |
|
CLEAN HARBORS INC | 5.6% |
|
CHENIERE ENERGY INC | 5.0% |
|
DONALDSON CO INC | 4.6% |
|
BORGWARNER INC | 4.1% |
|
NEW FORTRESS ENERGY INC. CLASS A | 3.1% |
|
CASELLA WASTE SYSTEMS INC-A | 2.9% |
RNEW Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.5% |
 |
VESTAS WIND SYSTEMS A/S | -5.2% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.2% |
 |
LI AUTO, INC. CLASS A | -4.0% |
 |
KINGSPAN GROUP PLC | -3.4% |
 |
LG ENERGY SOLUTION LTD. | -3.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.8% |
 |
SUZANO PAPEL E CELULOSE SA | -2.4% |
 |
CAPITAMALL TRUST | -2.0% |
|
DARLING INTERNATIONAL INC | -1.7% |