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   

9

Number of overlapping holdings

20.5%

% of RNEW's 47 holdings also in EVX

39.1%

% of EVX's 25 holdings also in RNEW

Overlap by Weight
Sector Drift (RNEW minus EVX)
Overlapping Holdings

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Company Weight
in RNEW
Weight
in EVX
Overlap
WASTE MANAGEMENT INC 6.3% 11.1% 6.3%
ECOLAB INC 6.1% 10.6% 6.1%
REPUBLIC SERVICES INC 6.0% 10.7% 6.0%
DONALDSON CO INC 4.6% 3.7% 3.7%
CLEAN HARBORS INC 5.4% 3.6% 3.6%

Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to EVX
QUANTA SERVICES INC 6.7%
ENPHASE ENERGY INC 5.5%
FIRST SOLAR INC 5.4%
CHENIERE ENERGY INC 4.7%
BORGWARNER INC 4.0%
TESLA MOTORS INC 3.6%
NEW FORTRESS ENERGY INC. CLASS A 3.2%
LUCID GROUP, INC. 3.2%
RIVIAN AUTOMOTIVE, INC. CLASS A 2.9%
IDACORP INC 2.4%
RNEW Underweight Relative to EVX
WASTE CONNECTIONS, INC. -10.7%
WASTE MANAGEMENT INC -4.8%
REPUBLIC SERVICES INC -4.7%
ECOLAB INC -4.5%
TENNANT CO -4.4%
VERALTO CORPORATION -3.7%
TETRA TECH INC -3.6%
GFL ENVIRONMENTAL INC -3.5%
STERIS PLC -3.5%
MONTROSE ENVIRONMENTAL GROUP INC -3.2%
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