Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
17.2%
% of SOLR's 33 holdings also in SDG
4.8%
% of SDG's 120 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus SDG)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 2.6% | 3.2% | 2.6% |
 |
VESTAS WIND SYSTEMS A/S | 2.0% | 4.0% | 2.0% |
 |
XINYI SOLAR HOLDINGS LTD | 1.0% | 3.1% | 1.0% |
|
DONG ENERGY A/S | 1.7% | 0.8% | 0.8% |
|
CHINA LONGYUAN POWER GROUP-H | 1.4% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to SDG
 |
TRANE TECHNOLOGIES PLC | 6.9% |
|
EATON CORP PLC | 5.9% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 5.0% |
 |
IBERDROLA SA | 4.8% |
|
LEGRAND SA | 4.5% |
|
HUBBELL INCORPORATED CLASS B | 4.5% |
 |
INFINEON TECHNOLOGIES AG | 3.9% |
|
NEXTERA ENERGY GROUP | 3.8% |
|
ORMAT TECHNOLOGIES INC | 2.8% |
SOLR Underweight Relative to SDG
 |
WH GROUP LTD | -4.5% |
 |
EAST JAPAN RAILWAY CO | -4.1% |
 |
NOVARTIS AG | -4.0% |
|
LI AUTO, INC. CLASS A | -3.7% |
|
NVIDIA CORP | -3.3% |
|
NOVO NORDISK A/S-B | -3.0% |
|
CENTRAL JAPAN RAILWAY CO | -3.0% |
|
KINGDEE INTERNATIONAL SFTWR | -2.9% |
 |
UNI-PRESIDENT ENTERPRISES CO | -2.8% |
|
XINYI SOLAR HOLDINGS LTD | -2.1% |