Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

6
Number of overlapping holdings
15.4%
% of RNEW's 43 holdings also in ETEC
14.6%
% of ETEC's 50 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ETEC)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in RNEW |
Weight in ETEC |
Overlap | |
---|---|---|---|---|
BORGWARNER INC | 3.7% | 5.5% | 3.7% | |
ENPHASE ENERGY INC | 4.4% | 3.1% | 3.1% | |
FIRST SOLAR INC | 4.4% | 3.1% | 3.1% | |
TESLA MOTORS INC | 5.0% | 2.8% | 2.8% | |
RIVIAN AUTOMOTIVE INC-A | 4.6% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ETEC
CHENIERE ENERGY PARTNERS LP | 5.5% | |
CHENIERE ENERGY INC | 5.4% | |
REPUBLIC SERVICES INC | 5.3% | |
WASTE MANAGEMENT INC | 5.3% | |
ECOLAB INC | 5.2% | |
CLEAN HARBORS INC | 4.9% | |
QUANTA SERVICES INC | 4.7% | |
DONALDSON CO INC | 4.5% | |
CASELLA WASTE SYSTEMS INC-A | 3.6% | |
IDACORP INC | 3.1% |
RNEW Underweight Relative to ETEC
YASKAWA ELECTRIC CORP | -6.5% | |
KURITA WATER INDUSTRIES LTD | -5.7% | |
UNIVERSAL DISPLAY CORP | -5.6% | |
ALLEGRO MICROSYSTEMS, INC. | -5.2% | |
KEMIRA OYJ | -4.7% | |
SIEMENS ENERGY AG | -3.5% | |
GCL POLY ENERGY HOLDINGS LTD | -3.4% | |
XYLEM INC | -3.1% | |
VESTAS WIND SYSTEMS A/S | -3.0% | |
GS YUASA CORP | -2.8% |