Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

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

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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%
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